Eric Palombo is a financial advisor with Ameriprise in Cranston, RI, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Citizens Securities, Inc. and has experience outside finance with roles at Iron Works Tavern and The Hope Club. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Yussuf Obaid is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013. 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, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

Brian Mahoney is a financial advisor with Morgan Stanley in Middletown, RI, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning through dedicated groups. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Nicholas Corrente is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at The Block Island Ferry and Seven B's Fishing, as well as roles in education at The University of Maine and local schools. 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.

Dawn Ryan is a Financial Consultant at Fidelity Investments, a position she has held since 2024. In her role, she collaborates with clients and their families through a team-based approach to help them work towards their financial goals. Dawn focuses on understanding each client's unique retirement journey and developing plans to build and protect their wealth. Her approach involves coaching clients through the financial planning process, aiming to establish a foundation that fosters confidence and excitement for the future. Outside of her professional responsibilities, Dawn enjoys boating, cooking and baking, participating in family activities, fitness, and hiking.

Sean Stamp is a Financial Advisor with The McGreen Stamp Group at Merrill Lynch Wealth Management. He focuses on offering a comprehensive approach to managing wealth that begins with understanding a client's financial situation and what matters most to them. Based on this understanding, he helps create personalized wealth management strategies to help clients pursue their long-term financial goals. His expertise covers a wide range of areas including college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, and retirement income. Sean emphasizes working closely with clients to develop financial frameworks that adapt to changing market conditions and regulations. Sean holds a Bachelor's Degree from the University of Rhode Island and is a Personal Investment Advisor (PIA). He values community involvement and participates in local volunteering efforts. Outside of work, Sean enjoys fishing, golfing, ice hockey, and skiing.

Ricardo Molina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Santander Securities LLC and Santander Investments. Outside of his advisory work, he is a landlord of rental property in Pawtucket, Rhode Island. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Clara Silva is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. Her previous work includes positions at Bank of America and Fidelity Investments. 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, and institutions. The firm supports a range of client types with various asset allocation approaches and trading implementations.

John Alessandro Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has 33 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he serves as a notary public in the state of Rhode Island. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Scelsa is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at various insurance carriers for W&R Insurance Agencies, Waddell and Reed, Inc., Ameriprise Financial Services, Inc., and Kj Designs and Consulting, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Dorothy Hartnett is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their long-term goals, offering a comprehensive approach to managing wealth. Dorothy integrates investment insights from Merrill and banking solutions from Bank of America to address various aspects of her clients’ financial lives. Her expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, socially responsible and values-based investing, and supporting women and wealth. Dorothy holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Dorothy earned a Bachelor's Degree from Bowdoin College and a Master's Degree from Northeastern University. Outside of her professional work, she has personal interests in boating, golfing, and tennis.

Daniel Lawrence is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles across multiple industries, including retail, food service, and education. He has also been involved with entrepreneurial ventures such as Sole Desire and Run Newport. 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, and institutional investors.

Carlos Oliveira is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including 15 years with Cambridge Investment Research Advisors. Outside of his advisory role, he also works as an independent insurance agent selling life, fixed annuity, long-term care, and disability products. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a variety of portfolio management strategies and platform arrangements.

Frederick Rickey III is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. He serves as a finance committee member for Immaculate Conception Parish in Cranston, Rhode Island, where he participates in quarterly financial reviews. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management approaches and extensive affiliated research.

Matthew Thibault is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services that utilize structured discovery processes and firm-approved tools to model financial outcomes.

Marcin Krolikowski is a CFA® charterholder and Series 66 licensee with 10 years of industry experience. He has been with OSAIC since 2018 and previously worked at Sii. In addition to his advisory role, Krolikowski is an associate professor at Providence College and serves as vice president and secretary of the CFA Society Providence. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services with a multi-platform approach that incorporates asset allocation tools, risk assessment, and access to third-party managers.

John Donna is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Remsbecker is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Merrill since 2021 and Bank of America since 2024. Outside of his advisory career, he is involved in golf retail as a club fitter and salesman for Golfer's Warehouse. 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 strategies for a range of client types including individuals, high-net-worth clients, and pension plans.

Lawrence Disarro is a financial advisor with Merrill in Riverside, Rhode Island, holding a Series 66 designation and 24 years of industry experience. He has been with Merrill since 2012 and has also worked with Bank of America, N.A. 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 and profit-sharing plans, corporations, and charitable organizations.

William Vincente is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill since 2009 and holds Series 63 and Series 65 designations. 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.