Cheng Cheng Huang is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, Huang worked at PRUCO Securities, LLC and was involved in the seafood industry through Endeavor Seafood LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party strategists.

Val Colasanto is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 license and 19 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and market outlook models. The firm manages approximately $2.74 trillion in client assets and provides services through dedicated Financial Advisors and specialized planning groups.

Nelson Dias is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to each client’s unique financial picture, offering access to investment insights from Merrill and banking solutions from Bank of America. His client focus areas include college education planning, family wealth management, retirement planning, portfolio management, tax minimization, and strategies for sports and entertainment professionals, among others. With over 20 years of professional experience in investment planning, insurance, consumer finance, and banking, Nelson brings a diverse perspective to his financial advisory role. He emphasizes personal service and professional integrity, working closely with clients to develop financial strategies designed to pursue their long-term goals. Nelson holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from the University of Massachusetts. Outside of his professional commitments, Nelson values spending time with his family. He is married with two teenage children and enjoys various sports and recreational activities, including baseball, basketball, biking, football, golfing, soccer, table tennis, and traveling. Nelson also participates in community volunteer work, reflecting the Merrill tradition of community involvement.

Steven Marine is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience and prior work history that includes roles at DoorDash and Urban Greens Co-Op Market, as well as periods focused on full-time education. 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, institutions, and charitable organizations.

James Medeiros is a financial advisor with Primerica Advisors in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of advisory services, he is involved in the sale of home security and automation products, as well as loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs third-party asset managers overseen by an independent consultant and uses a tiered wrap-fee structure rather than fixed fees.

Amy Quick is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2009. Prior to that, she has been affiliated with Bank of America, N.A. since 2008. 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 developed by internal and third-party managers for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Scott Quattromani is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2006. He has been with Fidelity since 1998, serving in various capacities including Financial Consultant and Inside Wholesaler. Prior to joining Fidelity, he worked as an Assistant Branch Manager at Citizens Bank of Rhode Island from 1995 to 1998. With over 27 years of experience in financial services, Scott focuses on collaborating with individual investors to develop, review, and execute financial strategies aimed at helping clients reach their personal financial goals. His approach emphasizes building confidence in financial plans through tailored strategies. Outside of his professional work, Scott enjoys spending time with friends, participating in social events, and engaging in activities such as golf, movies, reading, and traveling.

Kyra Mattera is a financial advisor with Morgan Stanley in Providence, RI, holding Series 66 and Series 63 licenses and two years of industry experience. She previously worked at Fidelity Investments and Ess. Outside of finance, she has been involved with Point Judith Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services to both individual clients and employers under corporate financial planning agreements.

Evan Sumner is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. His work history includes roles outside finance, such as at Eastern Connecticut State University and East Coast Auto Sales & Service Center. Ameriprise provides retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Brandon Mc Kearney is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at Murphys Petro, The Home Depot, MGM Springfield, and eClinicalWorks. 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.

Nicholas Pavao is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and The Prudential Insurance Company of America. His background includes roles in financial services as well as a position at Trinity Academy for the Performing Arts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning supported by firm-approved analytical tools.

Lawrence Greene is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. In his current role, he partners with individuals, families, and small businesses to develop tailored strategies for growing, managing, and protecting their wealth. He leverages Fidelity's resources to assist clients with comprehensive financial planning to meet their long and short-term objectives. Lawrence has over 20 years of experience in the financial services industry. His tenure at Fidelity includes roles as Investment Consultant and Financial Representative. Prior to joining Fidelity, he was a Senior Client Support Representative at Mercer Human Resources. Lawrence's experience covers a broad range of client support and financial consulting functions. Outside of his professional activities, Lawrence enjoys spending time at the beach, attending concerts, participating in family activities, fitness, and playing softball. He is also involved in volunteering.

Christopher Medeiros is a financial advisor with Merrill in Greenville, Rhode Island, holding a Series 66 designation and six years of industry experience. He has been with Merrill since 2019 and has prior work experience at Citizens Bank and Bryant University. Outside of his advisory role, Medeiros is involved in Sound FX, a car and home audio installation business. 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.

Virgil Sales Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent over four decades at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory work, he is involved with Sales Financial Services Inc., where he engages in commercial property and casualty insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment products through an integrated platform that combines adviser programs with brokerage and insurance sales.

L Inda Lombari is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Morgan Stanley and T.D. Bank. Lombari holds a Series 66 designation. J.P. Morgan Securities LLC 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 when recommending strategies.

Michael Carano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2000. Outside of his advisory role, he is involved in selling non-variable fixed life insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options, supported by research and model portfolios.

Raymond Creamer is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and Metlife Securities Inc. from 2015 to 2017. In addition to his advisory work, he conducts research for an estate planning attorney on client assets. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, focusing on investment categories and strategies rather than specific product selections.

Michael Zawerucka is a Wealth Management Advisor and partner in the Sloper-Zawerucka Group at Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and works closely with families and small businesses to identify goals and construct comprehensive financial and retirement analyses. As a Portfolio Manager, he constructs customized portfolios tailored to individual client needs, managing discretionary Personalized or Defined Strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Michael holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. He has also obtained insurance licenses and the Personal Investment Advisor designation. He graduated Sigma Cum Laude from the University of Massachusetts, Dartmouth, earning a B.S. in Finance with a minor in Economics. Michael lives in North Dighton, Massachusetts, with his wife Tiffany and their two children. His personal interests include chess, football, running, softball, spending time with family, traveling, and watching movies.

Andrea Woodford is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2008. 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 with model-based and discretionary investment strategies.

Ronda Warrener is a CFP®-certified financial advisor at Edward Jones with 36 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory work, she is involved in managing rental properties in Rhode Island. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.