Robert Brier is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley in various capacities since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Maria Batastini Dell'ovo is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as an executive board member of the Cole Strange Foundation. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting clients approaching or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawals.

Kyle Valdyke is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 66 registrations and having 17 years of industry experience. He has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes internal and third-party investment models and supports a range of account administration and custody services.

Matthew Guerrera is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2022, he worked at Citizens Securities, Inc. from 2017 to 2022 and briefly at Tradeking in 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and economic modeling techniques.

Emery Solano is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at both Merrill and Bank of America, N.A. Since 2005 and 2017, respectively. 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 strategies for a range of individual and institutional investors.

Matthew Sawyer is a financial advisor at MassMutual Investors Services with 19 years of industry experience. He holds the CFP® and ChFC® designations, and his career includes roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is also an insurance agent involved in the sale of life, group disability, long-term care, health, dental, fixed annuities, and property and casualty insurance. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools, and offers a range of programs including asset management and educational seminars.

Sharon Buker is a financial advisor with LPL Enterprise and holds Series 66 and Series 63 licenses. She has eight years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Buker has also been employed by HR Block since 2022 and was involved with Mature Caregivers for eight years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach typically uses model-driven portfolios and offers access to third-party asset managers and wrap programs.

Bradford Magee is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, as well as with Bank of America, N.A. since 2019 and The Kimberly Group since 2017. 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 strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Cirelli is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to his current role starting in 2022, he held positions at National Amusements / Showcase locations from 2012 to 2022. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Liam O'kane is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. 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 and profit-sharing plans, corporations, and charitable organizations.

Robert Bordieri Jr. is an advisor with Primerica Advisors holding Series 65 and Series 63 licenses. He has been associated with Primerica Financial Services since 2016 and joined PFS Investments Inc. in 2025. His background includes roles in educational institutions such as Siena College and Roger Williams University. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based strategies managed by third-party asset managers.

Donald Hartley is a financial advisor with LPL Financial in Portsmouth, RI, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior work includes roles at Merrill for 14 years and Edward Jones for 3 years before joining LPL Financial and Bank Newport in 2019. Outside of his advisory work, he receives disability income from the VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide range of investment strategies supported by technological tools.

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.

Patrick Sawyer is a financial advisor with Mass Mutual Investors Services in Warwick, Rhode Island, holding CFP® and ChFC® designations and securities licenses Series 65 and Series 63. He has 13 years of industry experience, including prior roles at Metlife Securities and Massachusetts Mutual Life Insurance Company. Additionally, he operates as an independent insurance agent specializing in various insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual collaborative relationships utilizing firm-approved analytical tools.

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.

Robert D'auteuil is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2013. His prior experience includes a decade at Bank of America, N.A., and five years with Organo Gold. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kerry Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Merrill and Bank of America. Outside of his advisory role, Wilson is involved with Ternarius Group LLC, a mortgage and real estate services company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Erivan Carrascoza is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held positions at Year Up, The Home Depot, and several educational institutions. 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 various institutional accounts.

Maximilian Eppley is a CFP® professional with 13 years of industry experience. He has worked at Edward Jones since 2026 and previously spent 13 years with MFS Fund Distributors, Inc. Located in Cranston, RI, he holds a Series 63 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sandy Jackson is a financial advisor with Merrill, holding a Series 66 credential and 20 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, Jackson is a certified yoga instructor and also serves as a managing member of an LLC that holds business ventures unrelated to financial services. 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 and profit-sharing plans, corporations, and charitable organizations.