Mary Miley is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. She has over 20 years of experience in the financial services industry, partnering with individuals and their families to help grow and protect their wealth through Fidelity's platform. Prior to her current role, Mary worked as a Senior Fixed Income Trader at OFI Institutional Asset Management from 2003 to 2008, and as Vice President and Senior Fixed Income Trader at Columbia Management from 1992 to 2003. Her extensive experience includes expertise in fixed income trading and holistic financial planning. Outside of her professional career, Mary enjoys cooking and baking, family activities, exploring culinary interests as a foodie, reading, and traveling.

Samuel Raheb is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Securities, Inc. and Santander Investment Services prior to joining J.P. Morgan Securities. Outside of his advisory role, he owns and manages rental properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Khalil Warren Hollins is a financial advisor at Merrill with a Series 66 designation and four years of experience in the industry. Prior to joining Merrill in 2022, he worked in physical therapy, education, and community college settings. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Ranucci is a Financial Advisor with Merrill Lynch Wealth Management and a Partner in the Sloper-Zawerucka-Ranucci Group. He has six years of experience in the financial services industry, focusing on helping families and small businesses identify their financial goals and develop comprehensive personal wealth analyses. Nicholas holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Finance from Salve Regina University, graduating Magna Cum Laude. He resides in Smithfield, Rhode Island with his wife, Michaela.

James Griffin Jr. is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 alongside a concurrent tenure at Bank of America. 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.

John Cote is a financial advisor at Merrill with 28 years of industry experience. He has held positions at Merrill since 2009 and previously worked at Bank of America, N.A. since 2008. He holds Series 63 and Series 66 licenses. 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.

Nicholas Prunier is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through several positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and High Net Worth Associate. In his current role, Nicholas partners with clients and their families to develop holistic financial plans tailored to their individual goals. He emphasizes collaboration, candor, and respect to help clients prepare for financial uncertainties and achieve peace of mind regarding their financial futures.

Haley Cerilli is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She works closely with clients to understand their individual situations and priorities, collaborating to develop and implement financial plans tailored to their unique goals and needs. Her experience in the financial industry includes roles as a Planning Consultant and Financial Representative at Fidelity Investments from 2019 to 2024, as well as a Financial Advisor at Merrill Lynch from 2017 to 2019. Outside of her professional work, Haley enjoys activities such as beach visits, biking, golf, reading, and exploring different foods. She is also a pet owner.

Nanette Blish is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Her prior roles include positions at Investors Capital Corp and Cetera Advisors LLC. She is currently based in North Kingstown, Rhode Island. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform, managing over $256 billion in assets with more than 10,000 advisors.

Brandon Manchester is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Alight Solutions, Empower Retirement, and GWFS Equities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Jake George is a Planning Consultant at Fidelity Investments, where he focuses on personalized service and financial planning tailored to the day-to-day needs of wealth clients. He aims to build and maintain client relationships based on trust, reliability, and authenticity. Jake's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Private Client Associate at Clarfeld Citizens Private Wealth and a Licensed Banker at Citizens Bank. His work has centered around supporting clients in managing their financial goals and investments. Outside of his professional career, Jake has personal interests in baseball, fitness, football, social events with friends, pets, and skiing.

William Harper is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Merrill since 2012. His prior work includes roles at Bank of America, N.A. Outside of his advisory work, he is the sole owner of a rental property business. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Lisa Grenon is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at Merrill since 2009 and has been affiliated with Bank of America since 2008. 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.

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.

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.