Kevin Deangelis is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Commonwealth Financial Network and Bank Rhode Island & Bari Investment Services from 2011 to 2020. Outside of his advisory role, he is involved in tax preparation through Smiths Tax Service. Ameriprise provides retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Molly Tose is a financial advisor at Edward Jones with six years of industry experience, including previous roles at Morgan Stanley and earlier tenure at Edward Jones. She holds a Series 66 designation. Outside of finance, her work history includes roles in healthcare and university environments. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Sercan Yilmaz is a financial advisor at Merrill with Series 63 and 66 licenses and three years of industry experience. He previously worked at Fidelity Investments for four years and has a background that includes roles in various technology and gig economy companies. 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.

Christopher Small is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Bank of America, N.A., Santander Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith, Incorporated. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Neida Fortes is a Financial Consultant at Fidelity Investments, bringing over a decade of experience in financial planning and advising. She has held roles at Fidelity since 2022, progressing from Planning Consultant to her current position. Prior to this, Neida worked as a Financial Advisor at Edward Jones Investments and as a Select Banker at Santander Bank. Her professional focus centers on assisting high net worth families and individuals in developing personalized financial plans tailored to their unique goals. Neida prioritizes understanding each client's situation and emphasizes client education to help them establish achievable financial objectives. Neida holds a California Insurance License. Outside of her professional work, she enjoys family activities, fitness, movies, outdoor adventures, reading, and traveling.

Gregory Winslow is a financial advisor at Merrill with six years of industry experience. He has been with Merrill since 2019 and previously worked at Tower Construction Corp from 2017 to 2019. Winslow holds a Series 66 designation. 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.

Jeremy Hughes is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He has held roles at Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2013 to 2016. He holds Series 63 and Series 65 licenses 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 non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, and it includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Robert Mcgreen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1999. He specializes in developing strategies and providing advice for high-net-worth individuals, their families, and their businesses to help them achieve both short- and long-term financial goals. As a qualified Portfolio Manager, Robert manages personalized or defined investment strategies, sometimes on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. Robert has been in the financial services industry since 1987. He holds the Accredited Asset Management Specialist (AAMS) designation awarded by the College for Financial Planning Institutes Corp. Additionally, he carries the Personal Investment Advisor (PIA) designation. Robert earned a Bachelor's Degree from Stonehill College. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, retirement planning and income, portfolio management services, women and wealth, and tax minimization.

David Barry is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he owns and operates a pressure washing business, Barry's Pressure Washing, which he started in high school and continues to run on weekends. 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.

Julie Dansereau is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Frappier is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo since 2019. Prior to that, he was employed at Citizens Bank and its affiliated securities firms from 2016 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Paul Teixeira is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years before joining OSAIC in 2025. Outside of his advisory role, he is involved with Teixeira Financial Group, where he offers fixed and indexed annuities, traditional life insurance, long-term care, and life settlements. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk-assessment methods to manage portfolios across multiple investment types on both discretionary and non-discretionary bases.

Caryn Hodges is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and 14 years of industry experience. She previously worked at Merrill from 2000 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, Hodges is involved as a bartender with the Knights of Columbus #4190 in Mattapoisett, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations in standalone plans.

Matthew Marcantonio is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Nichols College and in web development. Outside of advisory work, he is involved in property management as the owner of rental properties. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Christopher Abbate is a Wealth Management Advisor with Merrill Lynch Wealth Management and a partner of The Calbi & Abbate Wealth Management Group. He specializes in developing personalized, goals-based financial strategies that address clients' investment and retirement planning, succession planning, liability management, and estate planning needs. His approach is focused on helping clients establish and optimize wealth across generations while managing areas such as divorce transition planning, executive compensation, family wealth management, and retirement income. Christopher holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Rhode Island. Outside of his professional work, Christopher spends time volunteering in his community and enjoys adventure sports, biking, boating, fishing, music, skiing, surfing, traveling, and spending time with his family.

Scott Royley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Outside of advising, he serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services 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 includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

William Locke is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, The Leaders Group, BKA Financial, and BNY Mellon Wealth Management. Locke serves as a 2nd Lieutenant Engineer Officer in the Massachusetts Army National Guard, focusing on mission planning, risk management, and logistics. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Christopher Beaulieu is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Signator Investors, Inc. for 19 years before joining Royal Alliance Associates, Inc. in 2018. Outside of his advisory work, he is involved with a collaborative group of advisors under the name Beaulieu Wealth Management, focusing on insurance sales including life, long-term care, and fixed annuities. Osaic Wealth serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management across a broad product set.

James Cruise is a Series 66-licensed financial advisor with LPL Financial, based in Providence, RI, with 11 years of industry experience. He has been affiliated with LPL Financial and its DBA, The Virtus Group, since 2014. In addition to his advisory role, he has involvement in fixed annuities, life insurance, long-term care insurance, and health and disability insurance. 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 advisory services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by machine-learning tools and a large network of advisors.

Daniel McCabe is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 21 years of industry experience. His background includes roles with Avantax Advisory Services and Avantax Insurance Agency, as well as longstanding service with the City of Taunton. Outside of advising, he operates a general legal practice and serves as a part-time instructor for the Massachusetts Municipal Police Training Committee. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform featuring both affiliated and third-party managers, providing a range of discretionary and non-discretionary program options.