Bryan Dunphy is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he volunteers as a consultant for COOKIE PLACE, a nonprofit supporting disabled adults, where he assists with school networking, fundraising, and marketing. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Aya El Hossaini is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has held positions at Bank of America, Citizens Bank, and Santander. 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.

Jonah Callandret is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Guardian Life Insurance Co, The Bulfinch Group Insurance Agency, and Park Avenue Securities. Outside of his advisory role, he also engages in insurance services as an independent contractor. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by proprietary software tools.

Linda Ferreira is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008, following a brief tenure at Ameriprise in 2006. Outside of her advisory work, she manages long-term rental real estate holdings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

Sarah Trek is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has worked at Merrill since 2009 and has also been associated with Bank of America since 2006. Outside of her advisory role, she is employed by Instacart in a food shopping and delivery position. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Pockette is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles across various organizations including Charles River Aquatics and TSS Wealth Management. He has also been involved with educational and recreational institutions such as Bentley University and Rutland Recreation. Edward Jones is a full-service wealth management firm serving more than four million clients, ranging from individual households to institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Joshua Cordeiro is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2016. 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 managed by internal teams and third-party managers for a range of individual and institutional clients.

Rebecca Abbatamarco Boisclair is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved as a client service specialist at Lifebridge Inc., assisting with business paperwork, financial plans, and client account maintenance. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, working alongside advisors like Boisclair to support clients’ retirement income strategies.

Sue Anne Walsh is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Gladstone Wealth Partners and Edelman Financial Engines before joining Merrill. 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 plans, corporations, and charitable organizations.

Seth Kauffman is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2010, also spending time at Bank of America, N.A. since 2019. 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 accounts.

Diliala Valle is an International Wealth Advisor at Merrill Lynch Wealth Management, specializing in family and international wealth management strategies. With 35 years of experience, she focuses on asset allocation, diversification, and portfolio management services to help clients preserve wealth through different market cycles. Her expertise lies in domestic and international fixed income and equity markets, employing professionally managed strategies aimed at maximizing returns while reducing risk. Diliala holds a Bachelor's Degree from Universidad del Valle de Mexico and the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, she is committed to building strong client relationships through accessible and knowledgeable guidance. She also participates actively in community volunteering, aligning with Merrill’s tradition of service. Outside of her professional role, Diliala enjoys adventure sports, biking, boxing, camping, fishing, football, hiking, music, reading, and soccer.

Erik Johnson is a CFP® with eight years of industry experience, currently affiliated with Cetera. He has worked with firms including Pioneer Financial Group and Securian Financial Services Inc. Outside of his advisory role, he serves as president of the Boys and Girls Club of New Bedford and is an elected board member of the Town of Dartmouth Council on Aging. Johnson also creates children's music and operates a tax entity for personal purposes. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients across the United States. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party money managers.

Derek Botelho is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process based on structured discovery and firm-approved tools.

Brendan Mccarthy is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2003, providing financial advice and guidance to affluent families and individuals. Brendan's expertise includes retirement planning, executive compensation, education funding, wealth transfer, and wealth preservation. He is part of the De Marco-Mccarthy-Florio Group, which has been recognized by Forbes as the #1 Wealth Management Team in Rhode Island for multiple years. Brendan holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and a Bachelor's Degree in Business Administration specializing in Finance and Economics from Suffolk University. His professional approach emphasizes goals-based wealth management, tax-efficient strategies, and family wealth education to assist clients in achieving financial well-being and legacy objectives. Residing in Medfield, Massachusetts, Brendan is active in his community, serving on the Finance Committee of Ronald McDonald House in Providence. He is also involved in youth sports coaching and enjoys fishing, skiing, and spending time with his family in Harwich Port, Massachusetts, and Ludlow, Vermont.

Mark Cruise is a financial advisor with LPL Financial in Providence, RI, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been with LPL Financial since 2005. In addition to his advisory work, he has experience selling fixed life, long-term care, and disability insurance, and has occasionally served as a speaker for seminars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and nonprofits. The firm offers diverse advisory programs and financial planning services, utilizing research and models from LPL Research and third-party subadvisors.

Michael Goodson Jr. is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2014, with a brief tenure at Wells Fargo Clearing Services LLC. 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.

Matthew Capozzi is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at New York Life, Fidelity Investments, and Citizens Bank, as well as work outside finance in the retail and food service sectors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored written recommendations and ongoing annual advice focused on income and tax strategies.

Benjamin Proctor is a financial advisor at Merrill with five years of industry experience and holds the Series 66 designation. His prior roles include positions at DoorDash, Bank of America, and Uber Technologies. Outside of his advisory work, he is involved in media relations for the New England Patriots and assists with athletics statistics for Holy Cross. 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.

Jon Skov is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as a member of the board of trustees for the Faunce Corner Condominium Trust in North Dartmouth, MA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account services separately, focusing on comprehensive written recommendations without discretionary trading authority.

Michael Porco is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in college education planning, family wealth management strategies, and personal retirement planning. In his role, he collaborates with clients to provide personalized financial guidance tailored to their individual goals and circumstances. Michael brings more than 27 years of experience in wealth management to his practice. His approach emphasizes collaborative, client-first planning, where he works closely with clients and their broader financial teams to develop and implement comprehensive plans. His process includes thorough listening, information gathering, detailed analysis, and ongoing plan maintenance with regular check-ins to adapt to clients' evolving needs. He holds a Bachelor's Degree from Clark University. Outside of his professional work, Michael enjoys boating, bowling, cooking, fishing, and spending time with his family.