Ann Stiness is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides customized wealth management strategies for individuals, families, and institutions to align with their unique goals and priorities. Ann has over 30 years of industry experience, focusing on comprehensive wealth management through listening to client needs and tailoring strategies accordingly. Her expertise includes divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. She holds professional designations including Chartered Financial Consultant (ChFC), Certified 401(k) Professional (C(k)P), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). Ann attended Rhode Island College and Johnson & Wales University. She supports Merrill's tradition of community involvement through volunteer service and supports organizations that positively impact local communities. In her personal time, she enjoys hiking, spending time with family, and practicing yoga.

Courtney Mahoney is a financial advisor with RBC Capital Markets in Providence, RI, holding a Series 66 designation and 11 years of industry experience. She has worked at RBC Capital Markets since 2014 and City National Bank since 2018. Mahoney serves on the event planning committee for the 2023 Hasbro Children's Hospital Heroes Ball. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Frederic Blythe is a financial advisor with Merrill, holding a Series 66 designation and having six years of industry experience. His prior roles include positions at MetLife Insurance Company and Health Source RI. 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.

Kalyn Tavares is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Kalyn focuses on understanding clients' priorities to develop strategies that address their short-, mid-, and long-term financial goals. She offers guidance on a range of financial topics including investing, retirement planning, and saving for unforeseen circumstances. Kalyn holds the Professional Investment Advisor (PIA) designation. She completed her high school education at Tavares High School and earned an Associate's Degree from Lake Sumter State College. Through her work, she aims to provide ongoing advice and connect clients with Bank of America specialists for additional banking and financing solutions as needed.

Felix Salvatore is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing Services since 2020 and previously spent eight years at Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an emphasis on fiduciary responsibility and a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joana Gesualdi is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2020 and at Bank of America, N.A. since 2024. Outside of her advisory role, she is the owner of Top Shelf Building and Design LLC, a limited liability company based in Cranston, Rhode Island. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Camirand is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses, and has three years of industry experience. His prior roles include positions at All Style Tile and Merrimack College, as well as community involvement with Habitat for Humanity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its roles in commodity pool operations, advisory responsibilities for registered investment companies, and the use of AI-driven methodologies.

Mark Wormuth is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC for eight years and is currently with Merrill and Bank of America, N.A. in Providence, RI. 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 and profit-sharing plans, corporations, and charitable organizations.

Roseann Pinciotto is a Series 66 licensed advisor with 16 years of industry experience. She is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by research, model portfolios, and third-party asset management arrangements.

Patrick Crowley is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2014 and Bank of America since 2016. Outside of his advisory role, he is the owner of Nothing Personal Entertainment, where he is involved in musical performance and coordination of events. Merrill 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, and institutional investors.

Lisa Listro is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and House of Muscle, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Trey Glodis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at John Hancock and Alku, as well as various positions at UMASS Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolios, and is noted for its use of systematic methodologies, AI in research, and a formal advisory role to multiple registered investment companies.

Corey Maxwell is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop financial strategies tailored to their specific needs and goals. His approach focuses on understanding what matters most to clients and helping them navigate complexities, providing guidance during uncertain times to keep them focused on their objectives. Corey's client expertise includes legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Rhode Island. Outside of his professional work, Corey is involved in community activities with organizations such as Animal Rescue Rhode Island, Special Olympics Rhode Island, and United Way of Rhode Island. His personal interests include bowling, football, ice hockey, music, pickleball, spending time with family, and watching movies.

Laura Mc Dowell is a CFP® professional with 17 years of industry experience, currently serving at Charles Schwab since 2013 in various capacities including Schwab Trust Bank and Charles Schwab Investment Advisory. Her background is exclusively with Charles Schwab affiliates. Outside of finance, she pursues singing and acting as a freelance activity. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with an integrated, multi-asset allocation approach and access to alternative investments.

Thomas Mc Donough is a financial advisor at Merrill with a Series 66 designation and over 35 years of industry experience. He worked at BNY from 1990 to 2025 before joining Merrill in 2025. 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.

Eric Gladney is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2013 to 2016. He holds the Series 66 designation and is based in Providence, RI. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Rebecca Yaeger is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2009 and Bank of America, N.A. since 2007. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dimitri Jaros is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, NYLIFE Securities LLC, New York Life Insurance Company, and Ayr Wellness. 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.

John Lane is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he assists clients in developing personalized wealth management strategies tailored to their individual financial goals and changing market conditions. He leverages the investment insights of Merrill and the banking services of Bank of America to provide comprehensive financial solutions. John holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His educational background includes a High School Diploma from Cranston East and completion of an Accredited Certificate Program at Bryant College. Committed to community involvement, John participates in volunteering activities with local organizations, reflecting the tradition of community engagement embraced by Merrill.

Hayley Lewis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior work includes roles at JPMorgan Chase & Co., Seventy2 Capital Wealth Management, and Norway Savings Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.