Kwame Mensah is a financial advisor at Merrill with 11 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Merrill since 2006. 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 and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Mark Choate is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2008, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, advisory work for registered investment companies, and use of systematic methodologies including AI and long-term asset allocation strategies.

Tracy Baker is a financial advisor with Cetera, holding a Series 66 designation and over 26 years of industry experience. She has been with Cetera and its affiliates since 2016 and also operates J. Marshall Associates, where she manages office and client services. Baker is an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andrew Smith is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Merrill, he worked at Santander Securities LLC and Santander Bank N.A. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Darryl Warner is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2016 and Bank of America, N.A. since 2021. 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Kyle Short is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Freedom Mortgage, Nations Lending, Home Point Financial Corp, and Citizens Bank. 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, and institutions.

Ryan Jarzombek is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2013. 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.

Jeff Crawford is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2016. In his role, he works with clients to develop and implement retirement, income, and wealth planning strategies tailored to their individual needs. Jeff's experience includes working with high net worth clients, helping them navigate complex financial landscapes to achieve their goals. He holds a California Insurance License, which complements his financial consulting services. He leverages the suite of resources available through Fidelity to assist clients in creating comprehensive financial plans for themselves and their families.

Edward Pontarelli Jr. is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co from 2009 to 2018. Outside of his advisory work, he owns an auto repair and used car sales business in Providence, RI. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shawn Kenney is a financial advisor at Fidelity Investments with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at CMIT Solutions of Central RI and Ryder System, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage multi-manager funds and model portfolios.

Dean Cicone is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity Investments since 1994, advancing through various positions including Financial Consultant, Investment Representative, NASDAQ Equity Trader, Agency Equity Trader, Account Representative, and Mutual Fund Trader. Prior to joining Fidelity, he was a Registered Representative at Scudder, Stevens, & Clarke from 1992 to 1994. With over 25 years of experience in the financial services industry, Dean partners with his clients to help them work toward their financial goals. His expertise encompasses financial planning and investment consultation, aiming to assist clients in pursuing their envisioned lifestyle. Outside of his professional work, Dean's personal interests include biking, family activities, golf, reading, running, and skiing.

Daniel Lima is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Prior to his career in finance, he worked as a high school math teacher with the Providence Public Schools and serves as Vice-Chair of the Teach For America Regional Advisory Board in Providence. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Global Investment Committee estimates and Monte Carlo simulations, as part of its advisory process.

Allan Reed is a financial advisor at Merrill with 36 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1990, concurrently serving at Bank of America, N.A. since 2011. 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.

David Redmond is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated private bank since 2015, following three years at Wells Fargo Clearing. 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 including tailored financial planning supported by structured discovery and firm-approved tools.

Nicholas Rodriguez is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has been with Merrill since 2014. Outside of his advisory role, he owns an LLC involved in construction. 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.

Matthew Schmitz is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at The International Potters Company and Adidas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Daniel Carlson is a financial advisor at Morgan Stanley based in Providence, RI. He holds a Series 66 designation and has entered the industry in 2025. Prior to joining Morgan Stanley, he worked at Procyon Partners, Total Mortgage Services, Bryant University, and Amity Regional High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.

Andrea Tremblay is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones in various capacities since 2014. Outside of her advisory role, she has assisted with clerical work related to used auto part resale, managing databases and marketing for a small business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Paul Petronelli Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at VOYA Financial Advisors before joining Cetera Wealth Services and then Cetera. He serves on the boards of The Nemasket Group and The Dick Melloni Youth Foundation, where he is involved in fundraising and charity event planning. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Colin Donahue is a Series 66-licensed financial advisor with Merrill in Riverside, RI, and has five years of industry experience. His work history includes roles at Bank of America, Merrill, Connexion Systems & Engineering, CliftonLarsonAllen LLP, United Natural Foods Inc., and Billy's Restaurant. Merrill 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.