Ryan Gold is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America N.A. and Merrill. Outside of finance, he was involved with The Boys and Girls Club LNV for four years. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party asset managers and advisory programs, focusing on matching clients to appropriate investment models based on their personal and plan information.

John Varao is a CFP® professional with 37 years of experience in the financial services industry. He currently works at Cetera and has previously held roles at Avantax Advisory Services and 1ST Global Advisors. Varao is also a director of The Robert F. Stoico / FIRSTFED Charitable Foundation, which supports nonprofit organizations in Southeastern Massachusetts and Rhode Island. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary program options.

Scott Levinson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2005. In this role, he partners with clients to understand their financial goals and develop customized financial plans aimed at growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. He has extensive experience in the financial services industry, having previously worked as a Financial Consultant at A.G. Edwards & Sons, Inc. from 2004 to 2005, a Financial Planner at Legacy Financial Advisors from 2003 to 2004, and a Financial Representative at The Bulfinch Group from 2002 to 2003. Levinson emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency in his professional approach.

Mark Kalen is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill in 2025, he held positions at several firms including Diligent, OneTrust, ServiceNow, PrismHR, SAI Global, and Intralinks. 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.

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners. Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South. In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.

Kerri Squires is a Series 66 licensed financial advisor at Merrill with 11 years of industry experience. She has worked at Merrill since 2005 and has also been associated with Bank of America, N.A. since 2023. 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.

Robert Insana is a Financial Advisor at Merrill Lynch Wealth Management, serving as a Senior Portfolio Advisor. In this role, he manages custom investment strategies on a discretionary basis, selecting from a range of Merrill Lynch model portfolios and third-party investment strategies to align with his clients' needs. Robert focuses on education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, and portfolio management services. He works collaboratively with families and individuals to develop realistic, custom-tailored financial plans that support their unique goals and priorities. He holds a Bachelor's Degree from the University of Rhode Island and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Robert is involved with the American Heart Association. Outside of work, his personal interests include drawing and sketching, golfing, music, swimming, and playing table tennis.

Claudio Tavares is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has worked at Merrill since 2022 and also has experience with Bank of America. Outside of finance, Tavares owns Dreams Are Immortal LLC, a travel and design agency that assists clients with trip planning and creates customized travel itineraries. 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, and institutional investors.

William De Mayo is a CFP® professional with five years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and Mass Mutual Life Insurance Company, having joined both firms in 2021. His prior experience includes roles at Commonwealth Financial Group, North Easton Savings Bank, and other organizations. Outside of his advisory work, he is an independent insurance agent and also works as an Instacart shopper and delivery person. Mass Mutual 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 ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Michael Baalbaki is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. 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.

Kevin Mc Green is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on building strong relationships to drive long-term success for his clients. Kevin brings 15 years of experience in the financial technology sector, having worked in investment and banking operations within banks, brokerages, and software companies. His expertise supports his practical, results-oriented approach to financial management, helping clients with family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor of Science degree in Finance and Information Systems and a Master of Business Administration with a concentration in Finance, both from Fairfield University. Kevin also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys activities such as chess, golfing, pickleball, running, and surfing.

Sara Van Schaick is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill in 2025, she worked at Fidelity Investments from 2023 to 2025 and has also held roles outside the financial industry, including at L'Artisan Cafe & Bakery. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Astaeway Adams serves as a Financial Advisor at Merrill Lynch Wealth Management. In this role, Adams assists clients in developing strategies to pursue their short-, mid-, and long-term financial goals, offering guidance on general investing, retirement planning, and managing unforeseen expenses. They also provide access to Bank of America specialists for banking, credit, home financing, and small business solutions. Adams specializes in areas such as liquidity management, personal retirement planning, portfolio management services, and tax minimization. Their approach involves integrating equity compensation into clients' complete financial pictures through Merrill's Personal Wealth Analysis1, developing personalized strategies that consider asset allocation, risk, liquidity needs, and tax implications, and implementing appropriate strategies to manage concentration risk and diversify portfolios. Adams holds a Bachelor's degree and a Master's of Business Administration (MBA) from Palm Beach Atlantic University and holds the Professional Investment Advisor (PIA) designation. They participate in the New England Tennis Association and have personal interests including music, spending time with family, and playing tennis.

Michael Pardini is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2009 and also has a concurrent tenure at Bank of America, N.A. since 2014. Outside of his advisory role, he is involved part-time as a truck driver and laborer for a landscaping and paving company in Seekonk, Massachusetts. 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, and institutional investors.

Gregory Voigt is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining UBS in 2016, he worked at Merrill for 23 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Anestis Diakopoulos is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and possessing 18 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 15 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and related services.

Dorene Soscia is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Morgan Stanley since 2009 across two consecutive periods totaling 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling, providing advisory services without making individual security recommendations as part of standalone planning.

Caitlyn Beauregard is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She previously worked for Bank of America Private Bank from 2012 to 2024. Beauregard serves as Secretary on the Board of Directors for the Estate Planning Council of Rhode Island, a nonprofit organization focused on estate planning networking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides a range of investment products and services.

Kyle Mushaweh is a financial advisor with LPL Financial in Providence, RI, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2016 and is also associated with The Virtus Group, where he has worked for 14 years. Outside of his advisory work, Kyle coaches at East Greenwich High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Michael Medici is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to create flexible wealth management plans tailored to individual client needs. His areas of expertise include employee benefits planning, family wealth management strategies, liquidity management, retirement income, portfolio management services, and socially responsible, values-based, and ESG investing. Additionally, he serves clients involved in sports and entertainment and focuses on tax minimization and managing new wealth. Michael holds a Bachelor's Degree from the University of Rhode Island and holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, he is involved in the community as a youth soccer coach and has personal interests that include adventure sports, boxing, football, golfing, hiking, music, soccer, swimming, writing, and spending time with his family.