Erik Carleton is a financial advisor at UBS Financial Services with the CFA® designation and Series 63 license, bringing three years of industry experience. He previously worked at Textron for eight years before joining UBS in 2022. Outside of his advisory role, he serves on the Investment Committee for Bentley University's endowment and is a board member of the Rhode Island PBS Foundation, where he participates on the Finance and Investment committee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Jack Ryan is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Ameriprise Financial and entrepreneurial activities with Just Because Gatherings, LLC and Dodson Boat Yard LLC. 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.

Jason Smith is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 licenses and 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. The firm offers both model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Hickney is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Her current practice is based in Providence, RI. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and capital market insights to tailor investment solutions and combines institutional trading capabilities with wealth management services.

Claire Ponte Goncalves is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked with Merrill since 1985. Outside of her advisory role, she serves as membership officer for the Minuteman Chapter 2522, a motorcycle group involved in fundraising activities. 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 institutional accounts.

John Farley is a Series 66 licensed financial advisor with Merrill, based in Riverside, Rhode Island, and has 26 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he works part-time stocking grocery shelves at Ahold (Stop & Shop). 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 a range of model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Voski Armenakyan is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, he has held roles in various sectors including physical therapy and telecommunications. 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.

Jack Brown is a Series 66-licensed financial advisor with Fidelity Investments based in Providence, RI. He joined Fidelity in 2024 and has prior work experience outside the financial industry, including roles in retail and food service. He attended Sacred Heart University from 2021 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, charities, and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered funds.

Kyle Valdyke is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 66 registrations and having 17 years of industry experience. He has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes internal and third-party investment models and supports a range of account administration and custody services.

Matthew Guerrera is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2022, he worked at Citizens Securities, Inc. from 2017 to 2022 and briefly at Tradeking in 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and economic modeling techniques.

Emery Solano is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at both Merrill and Bank of America, N.A. Since 2005 and 2017, respectively. 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 strategies for a range of individual and institutional investors.

Douglas Bennet is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Douglas has earned a Bachelor's Degree from the University of Rhode Island and a Master of Business Administration (MBA) from Plymouth State University.

Meaghen Avila is a financial advisor at Merrill with 12 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2014 and has over a decade of experience with Bank of America, N.A. Additionally, she has been involved with the Town of Fairhaven in various capacities since 2003. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies developed by internal teams and third-party managers.

Bradford Magee is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, as well as with Bank of America, N.A. since 2019 and The Kimberly Group 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 strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Cirelli is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to his current role starting in 2022, he held positions at National Amusements / Showcase locations from 2012 to 2022. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Matthew Canning is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held multiple roles at Assumption University from 2018 to 2022 and worked in retail and hospitality sectors. 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.

Liam O'kane is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. He 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.

Michael Tessier is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, Brown & Brown Insurance, and positions in education and food service. 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 investors, pension plans, corporations, and charitable organizations.

Eugene Simone is a financial advisor at Ameriprise with 56 years of industry experience. He previously worked at Merrill for over four decades and Bank of America for 11 years before joining Ameriprise in 2020. He holds a Series 63 designation. Outside of his advisory work, he serves on the board of directors for an educational foundation in Providence, Rhode Island. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

John Nunes III is a CFP®-designated financial advisor with LPL Financial, where he has worked since 1999, totaling 30 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also involved as an agent in non-variable insurance with multiple carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.