Stephen Senteio is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 license and is based in Middletown, Rhode Island. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

James Griffin Jr. is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Merrill since 2009 and concurrently associated with Bank of America, N.A. since 2011. 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. The firm serves individuals, high-net-worth clients, and institutional investors, integrating investment services within Bank of America’s broader corporate platform.

Robert Entwistle Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at LPL Financial and Rockland Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

John Cote is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Merrill since 2009 and has also been with Bank of America, N.A. since 2008. 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 including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Nicholas Prunier is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through several positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and High Net Worth Associate. In his current role, Nicholas partners with clients and their families to develop holistic financial plans tailored to their individual goals. He emphasizes collaboration, candor, and respect to help clients prepare for financial uncertainties and achieve peace of mind regarding their financial futures.

Haley Cerilli is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She works closely with clients to understand their individual situations and priorities, collaborating to develop and implement financial plans tailored to their unique goals and needs. Her experience in the financial industry includes roles as a Planning Consultant and Financial Representative at Fidelity Investments from 2019 to 2024, as well as a Financial Advisor at Merrill Lynch from 2017 to 2019. Outside of her professional work, Haley enjoys activities such as beach visits, biking, golf, reading, and exploring different foods. She is also a pet owner.

Nanette Blish is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. Her prior roles include positions at Investors Capital Corp and Cetera Advisors LLC. She is currently based in North Kingstown, Rhode Island. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform, managing over $256 billion in assets with more than 10,000 advisors.

Brandon Manchester is a Series 66 licensed financial advisor with five years of industry experience currently with Merrill in Riverside, Rhode Island. His prior work experience includes roles at Bank of America, Alight Solutions, Empower Retirement, and GWFS Equities. 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 tailored to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment offerings with Bank of America’s broader platform, providing access to a wide set of products and services.

Richard Bassett is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2016, with prior experience at Investors Capital Corp and J. Marshall Associates. He is also involved as an agent in fixed insurance products, including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable accounts, and institutions through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple program structures and third-party managers.

Jake George is a Planning Consultant at Fidelity Investments, where he focuses on personalized service and financial planning tailored to the day-to-day needs of wealth clients. He aims to build and maintain client relationships based on trust, reliability, and authenticity. Jake's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Private Client Associate at Clarfeld Citizens Private Wealth and a Licensed Banker at Citizens Bank. His work has centered around supporting clients in managing their financial goals and investments. Outside of his professional career, Jake has personal interests in baseball, fitness, football, social events with friends, pets, and skiing.

William Harper is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Merrill since 2012 and has been affiliated with Bank of America, N.A. for over a decade. Outside of his advisory role, he is the sole owner of a rental property in Eastham, Massachusetts. 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.

Lisa Grenon is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Merrill since 2009 and has a concurrent affiliation with Bank of America. 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, charitable organizations, and corporate fiduciaries.

Kwame Mensah is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Merrill since 2006. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s investment approach includes model-based and discretionary strategies implemented by Managed Account Advisors LLC, with access to a broad range of products through its integration with Bank of America’s corporate platform.

Tracy Baker is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Cetera, Tracy worked at Investors Capital and has been involved with J. Marshall & Associates since 1993. Outside of advisory work, Tracy serves as an agent in fixed insurance, including life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports diverse investment strategies and program structures.

Andrew Smith is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017 and previously worked at Santander Securities LLC and Santander Bank N.A. in 2016 and 2017. 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. The firm’s approach includes multiple investment options and integration with Bank of America’s broader platform, allowing access to a wide array of products and services.

Darryl Warner is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2016 and Bank of America, N.A. since 2021. 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. The firm is integrated into Bank of America’s broader platform, providing access to a wide array of financial products and services.

Kyle Short is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America N.A., Freedom Mortgage, Nations Lending, Home Point Financial Corp, and Citizens Bank. Outside of his advisory role, he manages a rental property in Cranston, Rhode Island. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Ryan Jarzombek is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jeff Crawford is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2016. In his role, he works with clients to develop and implement retirement, income, and wealth planning strategies tailored to their individual needs. Jeff's experience includes working with high net worth clients, helping them navigate complex financial landscapes to achieve their goals. He holds a California Insurance License, which complements his financial consulting services. He leverages the suite of resources available through Fidelity to assist clients in creating comprehensive financial plans for themselves and their families.

Edward Pontarelli Jr. is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co from 2009 to 2018. Outside of his advisory work, he owns an auto repair and used car sales business in Providence, RI. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.