Oluwatoyin (Olu) Forrestal is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 12 years of industry experience. He 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Shuster is a Series 66–licensed financial advisor at Morgan Stanley with 13 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Merrill from 2014 to 2023. Outside of his advisory role, he operates a sole proprietorship focused on aerial drone photography in Rhode Island. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research from its Global Investment Committee.

Nathaniel Camera is a Series 66-licensed advisor at Merrill with no prior industry experience. His background includes roles outside financial services, such as positions at Planet Fitness and University of South Carolina Campus Recreation. 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, institutions, and charitable organizations.

Brian Proppe is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial, having joined in 2024 after a 14-year tenure at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by proprietary research and technology tools.

Raymond Desormier is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018 and Signator Investors, Inc. from 2016 to 2018. In addition, he serves as Vice President of Sales at John F. Stafford Insurance Agency. OSAIC serves a diverse client base including retail investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and multiple investment platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Bryan Collins is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Ameriprise and American Enterprise Investment Services. Collins serves as Treasurer on a nonprofit board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Christopher Conti is a financial advisor with Osaic Wealth, Inc. based in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Securities America Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of financial advising, he operates a rideshare service as a sole proprietor. Osaic Wealth, Inc. serves a diverse range of clients, including retail and institutional investors, with integrated brokerage, advisory, and retirement plan consulting services. The firm utilizes various asset-allocation tools and third-party platforms to manage portfolios that may include a broad array of securities and alternative investments.

Shawn Fiske is a CFP® and holds a Series 66 license, currently serving as a financial advisor at OSAIC with 21 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 17 years. He is involved in a side activity helping clients determine appropriate insurance coverage for their specific situations. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and utilizes various asset-allocation tools and third-party solutions to construct and manage diversified portfolios.

Daniel Kuhn is a CFP®-designated financial advisor with Morgan Stanley in Providence, RI, and has 14 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank since 2015. Kuhn also serves in the United States Marine Corps Reserve, a role he has held since 2002. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, offering a range of investment and advisory services across retail and institutional markets.

David Ray is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, having previously worked at Fidelity Investments, Bank of America N.A., and Merrill. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through its network of investment adviser representatives.

Samuel Ceceri is a financial advisor with Ameriprise in Cranston, Rhode Island. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Pruco Securities LLC and the Lane Ceceri Group, as well as earlier employment at country clubs and the University of Rhode Island. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Gina Leclair is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 2009 and provides investment management and financial advice to individuals, families, businesses, and nonprofit organizations. Gina focuses on developing personalized strategies to help clients achieve goals such as targeted savings, long-term wealth accumulation, retirement planning, and wealth transfer planning. Gina has significant expertise in retirement and workplace benefits consulting, with specializations in executive compensation and defined contribution plans. She integrates these areas into comprehensive financial strategies tailored to meet the needs of her clients. Her professional credentials include the Certified Investment Management Analyst (CIMA), Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. She holds a Bachelor of Science in Business Administration from Bryant University. Outside of her professional work, Gina is involved with the Community Preparatory School. Her personal interests include cooking, dancing, gardening, and music.

Charbel Abou Naoum is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Rhode Island College, as well as a current position at Aldi. 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.

John Palmieri is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. In his role, he constructs custom portfolios that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies to help clients pursue their financial goals in a tax-efficient manner. He works closely with clients through each phase of life, assisting them in defining their financial objectives and crafting strategies tailored to meet those goals. Prior to joining Merrill Lynch Wealth Management, John gained experience at Ernst & Young in the Entrepreneurial Services Group and at the law firm Thacher Proffitt & Wood. He holds a Bachelor of Science degree in Accounting from Villanova University and a Juris Doctorate from Fordham University School of Law. John is also a Personal Investment Advisor (PIA). Outside of his professional work, John is involved in community activities such as Barrington Little League, Barrington Youth Soccer, and Metrowest Basketball Association. His personal interests include chess, golfing, skiing, and spending time with his family.

Benjamin Prokos is a financial advisor at Merrill with two years of industry experience and holds the Series 66 designation. Prior to his current role, he has worked at Bank of America, Bain Capital, Harvard Management Company, and Spinnaker Capital. He has also been involved with the Law Office of Frank Prokos and Northeastern University in various capacities. 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 and profit-sharing plans, corporations, and charitable organizations.

Adam Crawford is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Techglobal Inc., Fathom Resources, and Boston University. 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.

Paula Tavares is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has previously worked at Voya Financial Advisors and Sylvia & Company. Outside of financial advising, she serves as secretary for St. James St. John School and is involved with the Women's Fund, assisting with organizing community events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

Gregg Cook Jr. is a financial advisor with Ameriprise in Cranston, RI, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at DoorDash and owned a hospitality business, Roccos Pub and Grub. He also spent four years at La Salle Academy High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written recommendations and tax-aware withdrawal strategies for clients nearing or in retirement. The firm’s approach incorporates investment research, third-party data, and proprietary tools within a framework influenced by affiliated product partnerships.

Steven Lucas is a Series 66 designated advisor with Merrill in Riverside, RI, where he has worked since 2009. He has 19 years of industry experience and has been associated with both Merrill and Bank of America during this time. 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, offering model-based and discretionary investment strategies developed by internal and third-party portfolio managers.

Lauren Brennan is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with UBS Financial Services in Providence, RI. She has been with UBS since 2014. Outside of her advisory role, she serves as secretary and board member for the Community Boating Center, a nonprofit focused on public water access and student sailing programs in Providence. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment solutions and combines wealth management with institutional trading capabilities.