Patrick Donnelly is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leverages the full suite of Merrill Lynch and Bank of America resources to support his clients' personal financial lives. He focuses on providing disciplined planning and investment strategies aimed at helping clients achieve financial security and independence. With expertise in areas including corporate executive services, divorce transition planning, education planning, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, portfolio management, tax minimization, and retirement income, Patrick collaborates closely with clients to address what matters most as they navigate various life stages. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Brown University. Patrick has also served as a past board member of the Brown Club of Boston. Outside of his professional work, Patrick enjoys basketball, football, golfing, hiking, running, and spending time with his family. He emphasizes a client-centered philosophy, asking, "How can I help you improve your quality of life?" as a guiding principle in his advisory approach.

Thomas Theodore is a Series 66-licensed financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Amin Perez is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith since 2014. Merrill 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 investors. The firm is integrated into Bank of America’s corporate platform, allowing access to a broad set of products and services.

Eric Browne is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has been with Merrill since 2019 and has prior experience working at Potowomut Golf Club and Andersons Ski and Dive. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Michael Embree is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Merrill since 2009 and also works with Bank of America, where he has been since 2019. Merrill 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, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Derek Vadnais is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. His prior roles include positions at Bank of America and Northwestern Mutual. Merrill provides managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers various model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Elaine Carvelli is a financial advisor at MassMutual Investors Services with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at MassMutual Investors Services since 2017. Outside of her advisory role, she is involved in wellness device distribution and medical referrals. 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 offers financial planning, asset management, and educational seminars, using firm-approved software to provide goal-based recommendations.

Richard Strout is a CFP® with 12 years of industry experience, currently an advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Fidelity Investments Institutional Services Company, Inc. from 2012 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marisa Pollard is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to her current role, she worked at Oppenheimer & Co for eight years. She also serves as a trustee and co-trustee in a trust-related capacity outside of her advisory work. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Roy Evans is a financial advisor with Edward Jones in Warwick, RI, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies through a large national network of advisors and branches.

Jordan Casey is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Jordan worked as an Investment Consultant and Investment Solutions Representative at Fidelity Investments, and as an Investment Specialist at Merrill Edge. Jordan's career also includes experience as a Production Support Analyst at Citizens Financial Group and as a Registered Representative at New York Life Insurance Company. Jordan's professional background spans banking, lending, and investment advisory. This breadth of experience informs a disciplined, planning-first approach to financial consulting, with an emphasis on understanding client priorities and fostering long-term relationships based on trust, clarity, and consistency. Jordan holds an Arkansas Insurance License. Outside of work, Jordan engages in fitness, golf, horseback riding, running, tennis, and traveling.

Giorvanny Lindor is a financial advisor with Merrill, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Merrill, he worked at Bank of America and has been involved with the University of the People and the Rhode Island Computer Museum. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Trobel Bloe is a financial advisor at LPL Enterprise with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Enterprise, he worked at Santander Securities, LLC, Santander Bank, NA, and Citizens Bank, NA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that also includes brokerage and insurance products.

Nicole Lazarek is a financial advisor at Merrill with 20 years of industry experience. She has been with Merrill since 2009 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she volunteers as an officer with the American Legion, a nonprofit organization supporting active and retired veterans. Merrill 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 to individuals, high-net-worth clients, pension plans, and charitable organizations.

Thomas Manning is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2012. Outside of his advisory role, Manning is involved in land development as the treasurer and partial owner of a local land development company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client needs.

Ernest Lacroix is a financial advisor at Charles Schwab with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Charles Schwab in 2023, he worked at Achieve Financial Solutions LLC, F2 Strategy, Starburst Labs/Wealthbox CRM, XML Financial Group, and FI Services Holdings, LLC. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and integrated operational infrastructure.

Mary Miley is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. She has over 20 years of experience in the financial services industry, partnering with individuals and their families to help grow and protect their wealth through Fidelity's platform. Prior to her current role, Mary worked as a Senior Fixed Income Trader at OFI Institutional Asset Management from 2003 to 2008, and as Vice President and Senior Fixed Income Trader at Columbia Management from 1992 to 2003. Her extensive experience includes expertise in fixed income trading and holistic financial planning. Outside of her professional career, Mary enjoys cooking and baking, family activities, exploring culinary interests as a foodie, reading, and traveling.

Samuel Raheb is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Securities, Inc. and Santander Investment Services prior to joining J.P. Morgan Securities. Outside of his advisory role, he owns and manages rental properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Khalil Warren Hollins is a financial advisor at Merrill with a Series 66 license and four years of industry experience. Prior to joining Merrill in 2022, he worked in physical therapy and education, including roles at BD Physical Therapy and Worcester State University. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Nicholas Ranucci is a Financial Advisor with Merrill Lynch Wealth Management and a Partner in the Sloper-Zawerucka-Ranucci Group. He has six years of experience in the financial services industry, focusing on helping families and small businesses identify their financial goals and develop comprehensive personal wealth analyses. Nicholas holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Finance from Salve Regina University, graduating Magna Cum Laude. He resides in Smithfield, Rhode Island with his wife, Michaela.