Matthew Canning is a financial advisor at Merrill in Providence, RI, holding a Series 66 designation with two years of industry experience. Prior to joining Merrill, he held multiple roles at Assumption University and worked in the retail and hospitality sectors. 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 individuals, high-net-worth clients, and institutional investors.

Daniel Bonin is a financial advisor with Ameriprise in North Attleboro, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bonin is also the owner of Eight Feet Wealth Advisors, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic tools overseen by a dedicated team.

Eugene Simone is a financial advisor at Ameriprise with 56 years of industry experience. He previously worked at Merrill for over four decades and Bank of America for 11 years before joining Ameriprise in 2020. He holds a Series 63 designation. Outside of his advisory work, he serves on the board of directors for an educational foundation in Providence, Rhode Island. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Frank Rispoli is a ChFC® with 19 years of experience in the financial services industry. He is currently associated with MassMutual Investors Services and has held roles at various related entities since 2022. Prior to this, he worked at Royal Alliance, John Hancock Distributors, Signator Financial Services, and John Hancock Life. Outside of advisory work, he provides bookkeeping consulting services, supporting QuickBooks oversight for small businesses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and investment management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements using firm-approved software and provides a range of asset management and educational programs.

John Nunes III is a CFP®-designated financial advisor with LPL Financial, where he has worked since 1999, totaling 30 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also involved as an agent in non-variable insurance with multiple carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Matthew Nicolelli is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management based in Providence, Rhode Island. He works with individuals, families, professionals, retirees, executives, and business owners across Rhode Island, New England, and the United States. Matthew focuses on helping clients develop personalized financial strategies that align with their priorities, including retirement planning, investment management, tax-efficient investing, education funding, estate planning, and wealth transfer planning. Matthew holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Northeastern University. In his role, he assists clients with complex financial decisions such as Social Security claiming strategies, Roth IRA conversions, 401(k) rollovers, and retirement income planning. Outside of his professional work, Matthew enjoys activities such as football, golfing, hiking, pickleball, reading, skiing, spending time with his family, and traveling.

Jeffrey Enos is a Series 66-licensed financial advisor with Merrill in Providence, RI, where he has worked since 2014. He has 11 years of industry experience. 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.

Katie Ranney is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 14 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and data analytics.

Nathaniel Wojcik is a financial advisor with Merrill holding a Series 66 license and beginning his advisory career in 2026. His prior experience includes roles at Bank of America, Equitable Advisors, and the Richline Group, a Berkshire Hathaway company. 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 to individuals, high-net-worth clients, pension plans, and charitable organizations.

Tiffani Leary is a financial advisor at Charles Schwab with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2021. Her prior experience includes roles at TD Ameritrade and Scottrade. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services across multiple wrap programs.

Nicole Reilly is a financial advisor at Ameriprise with 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Outside of her advisory role, she serves on the board of directors for RhodeWay Financial and assists with bookkeeping at a family-owned brewery on weekends. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations in partnership with its financial advisors.

Thomas Case is a financial advisor with Mass Mutual Investors Services in East Providence, RI, holding a Series 66 license and five years of industry experience. He previously worked at Merrill Lynch and served in the Massachusetts Air National Guard. Outside of advising, he is also an insurance agent specializing in life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, employing firm-approved software and structured planning processes to deliver recommendations tailored to client goals.

Tyler Grandchamp is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 credential with one year of industry experience. His prior work history includes roles at LPL Enterprise LLC and several non-financial positions during his college years. Outside of his advisory role, he has been involved with a non-variable insurance agency. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, offering a range of investment and financial planning solutions.

Joshua De Sousa is a financial advisor affiliated with Fidelity Investments, holding Series 63 and Series 66 credentials. He began his career in the financial services industry in 2025. Prior to joining Fidelity, his background includes roles in real estate and renewable energy sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to registered investment companies and use of systematic methodologies.

Sarah Marchand is a financial advisor with Merrill in Providence, RI, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, she worked at Mission Loans, Guaranteed Rate, Guaranty Mortgage Service, and SolutionReach. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Finn is a financial advisor at XYPN Sapphire with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at One Charles Private Wealth, Journey Wealth Partners, Royal Alliance, LPL Financial, and Columbia Management Investment Distributors. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach utilizing diversified portfolios and offers both discretionary and non-discretionary management with support from affiliated advisors and third-party subadvisors.