Shelbee Finnegan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2019 and Bank of America since 2022. Outside of finance, she has held roles at local businesses including Zorba's Pizza & Pub and Pawtucket Country Club. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Todd Pearl is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of advisory services, he is involved in a residential construction project in Westport, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning using approved tools and provides a broad range of retail and institutional investment services.

Kimberlee Sellers is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2014. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Bourgault is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2013, as well as at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and investment solutions tailored to clients’ risk profiles, utilizing both in-house and third-party managers alongside a range of portfolio management and financial planning services.

Andrew Pingitore is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America, N.A. since 2015. 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 various institutional investors.

Joshua Bublitz is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked for 13 years. He previously worked with Axa Advisors, LLC for 7 years. He is based in Barrington, Rhode Island. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Zachary Best is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, JP Morgan Chase, Office Depot Office Max, AT&T, and Faithful Companions Pet Cremation. 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 based on modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Mark Brayall Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes roles at Bank of America and various positions in retail and polling before entering the financial services industry. 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, institutions, and charitable organizations.

Joel Lamoureux is a financial advisor with Primerica Advisors in Providence, RI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Primerica Advisors since 2004 and has been affiliated with Primerica Financial Services since 2002. Outside of his advisory role, he is involved in sales of home security and automation products and is a partner in Lam Properties, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Christopher Kennedy is a financial advisor with RBC Capital Markets in Providence, RI, holding the Series 66 designation and having 11 years of industry experience. He has worked at RBC Capital Markets since 2015 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management and tailors strategies based on clients’ risk profiles using both in-house and third-party investment managers.

Matthew Kuzmiski is a financial advisor at Merrill with 17 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2010, with a one-year tenure at Santander Securities LLC and a brief period at Ameriprise. 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.

Gerd Bents is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining RBC in 2021, he worked at Purshe Kaplan Sterling Investments and Northwestern Mutual, among other firms. He serves as vice president on the board of a nonprofit organization and owns an online advertising business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Jeremy Noessel is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Ameriprise since 2018 in various capacities. Outside of finance, he owns and operates Jeremy Noessel Music & Audio, a freelance audio engineering and music business, and serves as treasurer on the board of directors for Racing for Sustainability. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on providing written recommendation reports and ongoing retirement planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Ricardo Monteiro is a financial advisor with Charles Schwab in Providence, RI, holding Series 63 and Series 66 licenses and having nine years of industry experience. His prior work includes roles at TD Ameritrade and Motion Recruitment Partners LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s model combines primarily non-discretionary client relationships with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investments.

Zachary Palanza is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Bank of America, N.A. since 2026 and has been with Merrill since 2025. Prior to his financial advisory roles, he spent several years affiliated with the University of Connecticut in various capacities. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Derrick Elliott is a financial advisor at Merrill with 17 years at the firm and 12 years of industry experience. He holds the Series 66 designation and is based in Riverside, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carlos Pons is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 designations 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 plans, corporations, and charitable organizations.

John Mc Grath is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for eight years, as well as American Income Life Insurance for three years. Mc Grath is based in New Bedford, MA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Michael Kanabay is a financial advisor with Merrill, holding a Series 66 designation and possessing 22 years of industry experience. He has worked 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, offering model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Christopher Lamberti is a Planning Consultant at Fidelity Investments, where he works as part of the Wealth Management team. In this role, he partners with clients to identify and execute their financial goals, build and update financial plans, and prepare clients for strategic reviews with their Financial Consultant. He has been with Fidelity Investments since 2021, progressing through roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant in 2025. Prior to joining Fidelity, Christopher worked as an Investment Specialist at Merrill Lynch from 2020 to 2021.