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.

Dakota Hickman is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2018 following a period at the University of Massachusetts Amherst. 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 plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Peter Darsch is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with Metlife Securities for 15 years. Outside of his advisory work, he manages a family LLC supporting a vacation property and owns an LLC that handles administrative staffing and business expenses. 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 provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships focused on recommending investment strategies rather than specific product selections.

Dane Selke is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021. His earlier experience includes working as a Financial Advisor at Edward Jones from 2018 to 2020 and as a Senior Financial Advisor at Plante Moran Financial Advisors from 2011 to 2018. As a Certified Financial Planner (CFP) professional, Dane collaborates with individuals and families to organize, grow, and preserve their wealth. He focuses on understanding clients' goals, wishes, and desires to develop and implement client-first strategies aimed at progressing towards their personal and family financial objectives.

Adam Leech is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Fidelity Investments and the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its advisory roles to multiple registered investment companies and for integrating algorithmic methods and AI in its investment research.

Fritz Gerald Terrane is a financial advisor with Merrill and holds the Series 66 designation, bringing three years of industry experience. He previously worked at Bank of America, N.A., and Granite Telecommunications. Outside of finance, he is involved with Authentic Care Counseling LLC, providing billing and insurance claim services for a private therapy practice, and he also operates as an Airbnb host. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joseph Esposito is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked at MML Investors Services, Inc. since 1991 and with MassMutual Life Insurance Company since 1972. In addition to his advisory role, he conducts insurance brokerage focused on the sale and service of insurance products and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing a collaborative, goal-based approach that typically recommends investment categories rather than specific products.

Melenie Charles is a CFP® professional at Merrill with 26 years of industry experience. She has worked at Merrill since 2009 and Bank of America, N.A. since 2014. Charles serves as Vice Chair on the advisory board of the Manton Avenue Project, a charitable organization based in Providence, Rhode Island. 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, pension plans, corporations, and charitable organizations.

James Andrew Jr. is a financial advisor with Fidelity in Smithfield, RI, holding Series 63 and Series 66 licenses and having three years of industry experience. His work history includes roles at Fidelity Investments beginning in 2022 and prior experience in education and fitness-related positions. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Samantha Frimodig is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Robert Meyers is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Merrill since 2017, with prior roles at Grubhub and Nift Networks Inc. He is located in Providence, 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.