Eric Gomes is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at DoorDash for two years and has held various roles in municipal positions within the cities of Fall River and New Bedford. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Christopher Leclerc is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has held various roles within Fidelity Investments, including Senior Regional Investment Consultant from 2021 to 2023 and Investment Sales Associate from 2019 to 2021. In his role, Christopher focuses on building strong client relationships by understanding their financial goals and developing tailored financial plans. His approach emphasizes trust, communication, and clarity to help clients pursue financial security. Outside of his professional responsibilities, Christopher enjoys biking, football, golf, music, skiing, and spending time with friends and at social events.

Chad La Croix is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Merrill since 2009 and has concurrently worked at 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 investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Kashmanian is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and worked previously at MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning relationships.

Cristopher Llopiz Osorio is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Ameriprise. Outside of his advisory role, he serves as president of the Puerto Rican Professional Association of Rhode Island, a nonprofit organization. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by centralized operational and supervisory structures.

Keven Larkin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill since 2022 and previously held roles at Sound FX and in vocational technical 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Abramo is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services for five years before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various platforms.

Martin Lasky is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is involved in real estate rental activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and various financial planning services.

Oliver Brady is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, Brady serves on the Board of Directors for St Elizabeth Community and is the Fundraising Chair for the Rotary Club of Warwick. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Daniel Rose is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Santander Securities, Creative Wealth Solutions and Insurance Services, Eagle Strategies (NY Life), and New York Life Insurance Company. He is currently based in Bristol, Rhode Island. 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 an ESG eligibility framework to inform its recommendations.

Janet Goulart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Cambridge since 2013. Outside of her advisory role, she is an independent insurance agent and owns a company, Athena Legacy Solutions, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning and investment management through a network of independent professionals, offering customizable strategies via multiple platforms and proprietary models alongside third-party options.

Chris Libutti is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior work history includes positions at Webster Bank, LPL Financial, LLC, and SQN Securities, LLC. He is based in Cranston, 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Sercan Yilmaz is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

Paul Aubin is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Wells Fargo Clearing, Morgan Stanley, and Truist Investment Services. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.

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.