Domenic D'Errico Jr. is a financial advisor with Mass Mutual Investors Services holding Series 66 and Series 63 licenses and four years of industry experience. He has worked at firms including Fidelity Brokerage Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, Domenic is the owner and disc jockey of Hotel Freestyles LLC, where he plays music at events. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning relationships using firm-approved analytical tools and offers specialized programs including estate settlement and divorce planning.

Michael Meagher III is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Baystate Financial and has experience in construction through Meagher Construction. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and broker-dealer services.

Ashley Jordan is a Planning Consultant who collaborates with Financial Consultants and Wealth Management teams to develop financial plans. She focuses on creating tailored planning strategies that align with each client's individual financial journey by emphasizing collaboration and trust. Ashley is committed to building deep client relationships through her approach to financial planning. Outside of her professional work, she enjoys a variety of personal activities including spending time at the beach, camping, canoeing, cooking and baking, participating in family activities, and kayaking.

Zachary Shedd is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, N.A. Outside of his advisory role, Shedd worked in education and nonprofit sectors, including positions with Pentucket Regional School District and Connecting for Children & Families. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through Select Portfolio Solutions, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Manuel Loureiro III is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Citizens Bank. He has been with Morgan Stanley since 2018, serving in the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, supporting a broad range of investment programs and strategies.

Joseph Silvia is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes positions at Bank of America and BayCoast Bank, as well as roles at Fairfield University and several small businesses. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Heather Sullivan is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of fee-based financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and planning tools.

Robert Klingensmith is a financial advisor with Merrill, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Jedd Vargas is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2020 and has also been employed by Bank of America, N.A. since 2025. Outside of finance, he works part-time as a food delivery service employee for Door Dash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Withycombe is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. He has held positions at Fidelity Investments since 2022 and previously worked at Newport Tent Company and Wakefield Moving and Storage. He studied at Johnson and Wales University from 2018 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Karen Phillips is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at Morgan Stanley and Wells Fargo Clearing before joining Ameriprise in 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that offers tailored retirement-income planning through a centralized team combined with advisor collaboration.

Linda Cooper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior roles include positions at Financial Engines Advisors, Voya Financial Partners, and New York Life Investment Management. She also maintains a role with Rockland Trust Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Erik Glowacki is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. His prior experience includes roles at Bank of America, Citizens Bank, and Eastside Marketplace. Glowacki is also affiliated with Rhode Island College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Friedman is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Bank of America, N.A., Morgan Stanley, and Bryant University. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by deep integration with Bank of America’s broader financial platform.

Adam Bouley is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Acushnet Company and PGA Tour Superstore. Outside of finance, he is a certified club fitter and involved in golf equipment sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Joseph Rosa Jr. is a financial advisor with Merrill in Riverside, Rhode Island, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2016 and previously worked at Bank of America, N.A. for three years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth individuals, and institutions.

Michael Falcon is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he is the vice president of IRV Fit Personal Training Corp., where he advises on financial matters, and owns Falcon Wealth Management, which provides accounting, bookkeeping, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or develop custom strategies, supported by a network of over 10,000 advisors managing more than $256 billion in assets.

Patricia Brennan is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2014, concurrently serving at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America's fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Drought is a financial advisor with RBC Capital Markets in Providence, RI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Derek Varao is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. He has held positions at Avantax and 1st Global Advisors and has operated a tax practice, The Tax Consultants Inc., in Fall River, MA, for more than two decades. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.