Bryan Becotte is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, with prior experience at Metlife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is involved in insurance sales, focusing on individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, along with event-driven planning programs and educational seminars.

Paul Bracy is a financial advisor with Merrill, holding Series 63 and Series 66 designations and nine years of industry experience. His prior work includes roles at Bank of America and TD Ameritrade. 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.

Russell Gentner is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. He is based in Providence, RI. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Andrew Quinn is a financial advisor with LPL Financial in Somerset, MA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2006. Quinn also manages insurance sales through affiliations with several firms, including work related to fixed insurance products and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Daniel Ickes is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith since 2021. Outside of his advisory role, he is involved with Cousens Building Company. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Kear is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has experience working with individuals and families to help them work towards achieving their goals through educated financial planning decisions. Prior to his current role, Christopher served as a Relationship Manager at Fidelity Investments from 2022 to 2024 and as a Financial Representative at the same firm from 2021 to 2022. Before joining Fidelity, he was a Senior Investment Specialist at Merrill from 2020 to 2021. His professional background is centered on financial planning and investment management, allowing him to connect with clients and assist them in making informed decisions aligned with their financial objectives.

Rebecca Sidway is a financial advisor with Merrill in Providence, RI, holding a Series 63 designation and 22 years of industry experience. She has been with Merrill since 2006. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Mc Ginn is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he spent ten years at Alarm.com and two years at Leyton. Outside of his advisory role, he owns Frantic Antic Motorsports LLC, an automotive and transportation business. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a broad range of investment advisory programs. The firm emphasizes a structured planning process supported by firm‑approved tools and manages approximately $2.74 trillion in client assets.

Kimberly Caggiano is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.

Steven Calicchia is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Merrill since 2015. 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, pension plans, corporations, and charitable organizations.

Brett Peterson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016 and Bank of America, N.A. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Loiselle is a financial advisor with Wells Fargo Clearing in Providence, RI, holding Series 63 and Series 66 designations and 11 years of industry experience. He previously worked at Merrill and Bank of America before joining Wells Fargo Clearing in 2019. Outside of his advisory work, he operates two sole proprietorships focused on creating and selling artwork and woodworking with laser engraving. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Kyle Fayette is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has been with Merrill since 2021 and previously worked in various roles outside the financial industry, including positions at Panera Bread and Walgreens. 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.

George Baalbaki is a financial advisor at Merrill with 20 years of industry experience. He has been with Merrill since 2009 and holds the Series 63 and Series 65 designations. Merrill, together 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 model-based and discretionary investment strategies.

Anne Senerchia is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services LLC and Citizens Securities, Inc. Her current practice is based in East Providence, Rhode Island. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with discretionary implementation options through its brokerage or advisory programs.

Antonio Oliveira is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2011. He holds the Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Ian Brack is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and 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.

Zachary Albertson is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2014 and Bank of America, N.A. since 2019. Outside of his advisory role, he is involved in shellfishing activities in Rhode Island as a consultant and independent contractor. 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 institutional investors.

Leo Kozyrev is a Financial Consultant currently working at Fidelity Investments since 2023. He has been involved in the financial services industry in various roles since 2012, including positions as an Investment Consultant at Fidelity Investments from 2021 to 2023, Premier Advisor at Citizens Bank from 2017 to 2021, Research Specialist at Citizens Securities Inc from 2013 to 2017, and Financial Consultant Helpdesk at Citizens Securities Inc. from 2012 to 2013. As a Certified Financial Planner™, Leo focuses on understanding clients' unique personal and financial goals. He emphasizes the importance of ongoing communication and updating material information to support the longevity of clients' financial plans. His work is aimed at helping clients achieve a comfortable and financially independent retirement. Outside of his professional responsibilities, Leo has interests in comedy, cooking and baking, fitness, music, pets, and traveling.

Evan Patterson is a financial advisor at Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2016. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.