Patrick Crowley is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2014 and Bank of America since 2016. Outside of his advisory role, he is the owner of Nothing Personal Entertainment, where he is involved in musical performance and coordination of events. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Lisa Listro is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and House of Muscle, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Trey Glodis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at John Hancock and Alku, as well as various positions at UMASS Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolios, and is noted for its use of systematic methodologies, AI in research, and a formal advisory role to multiple registered investment companies.

Corey Maxwell is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop financial strategies tailored to their specific needs and goals. His approach focuses on understanding what matters most to clients and helping them navigate complexities, providing guidance during uncertain times to keep them focused on their objectives. Corey's client expertise includes legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Rhode Island. Outside of his professional work, Corey is involved in community activities with organizations such as Animal Rescue Rhode Island, Special Olympics Rhode Island, and United Way of Rhode Island. His personal interests include bowling, football, ice hockey, music, pickleball, spending time with family, and watching movies.

Thomas Mc Donough is a financial advisor at Merrill with a Series 66 designation and over 35 years of industry experience. He worked at BNY from 1990 to 2025 before joining Merrill in 2025. 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 plans, corporations, and charitable organizations.

Eric Gladney is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. He holds the Series 66 designation and is based in Providence, RI. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Rebecca Yaeger is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2009 and Bank of America, N.A. since 2007. 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.

Dimitri Jaros is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, and Ayr Wellness. 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 and profit-sharing plans, corporations, and charitable organizations.

John Lane is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he assists clients in developing personalized wealth management strategies tailored to their individual financial goals and changing market conditions. He leverages the investment insights of Merrill and the banking services of Bank of America to provide comprehensive financial solutions. John holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His educational background includes a High School Diploma from Cranston East and completion of an Accredited Certificate Program at Bryant College. Committed to community involvement, John participates in volunteering activities with local organizations, reflecting the tradition of community engagement embraced by Merrill.

James McDonnell is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Cetera. His prior roles include positions at LPL Financial and ownership of McDonnell Wealth Inc., a financial services firm he founded. In addition to his advisory work, he is licensed as an insurance agent, selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering access to affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Hayley Lewis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior work includes roles at JPMorgan Chase & Co., Seventy2 Capital Wealth Management, and Norway Savings Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Dakota Hickman is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2018 following a period at the University of Massachusetts Amherst. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Dane Selke is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021. His earlier experience includes working as a Financial Advisor at Edward Jones from 2018 to 2020 and as a Senior Financial Advisor at Plante Moran Financial Advisors from 2011 to 2018. As a Certified Financial Planner (CFP) professional, Dane collaborates with individuals and families to organize, grow, and preserve their wealth. He focuses on understanding clients' goals, wishes, and desires to develop and implement client-first strategies aimed at progressing towards their personal and family financial objectives.

Christopher Antolini is a Series 66-licensed financial advisor with nine years of industry experience. He currently works at Cambridge Investment Research Advisors and previously held roles at Lincoln Financial Advisors, Inc. and Edward Jones. Outside of his advisory work, he serves as a committee member and volunteer for the Milford Lions Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple custody platforms and customizable investment approaches.

Adam Leech is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Fidelity Investments and the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its advisory roles to multiple registered investment companies and for integrating algorithmic methods and AI in its investment research.

Fritz Gerald Terrane is a financial advisor with Merrill and holds the Series 66 designation, bringing three years of industry experience. He previously worked at Bank of America, N.A., and Granite Telecommunications. Outside of finance, he is involved with Authentic Care Counseling LLC, providing billing and insurance claim services for a private therapy practice, and he also operates as an Airbnb host. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Melenie Charles is a CFP® professional at Merrill with 26 years of industry experience. She has worked at Merrill since 2009 and Bank of America, N.A. since 2014. Charles serves as Vice Chair on the advisory board of the Manton Avenue Project, a charitable organization based in Providence, Rhode Island. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Andrew Jr. is a financial advisor with Fidelity in Smithfield, RI, holding Series 63 and Series 66 licenses and having three years of industry experience. His work history includes roles at Fidelity Investments beginning in 2022 and prior experience in education and fitness-related positions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Samantha Frimodig is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Robert Meyers is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Merrill since 2017, with prior roles at Grubhub and Nift Networks Inc. He is located in Providence, Rhode Island. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.