Sarah Trek is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has worked at Merrill since 2009 and has also been associated with Bank of America since 2006. Outside of her advisory role, she is employed by Instacart in a food shopping and delivery position. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Pockette is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles across various organizations including Charles River Aquatics and TSS Wealth Management. He has also been involved with educational and recreational institutions such as Bentley University and Rutland Recreation. Edward Jones is a full-service wealth management firm serving more than four million clients, ranging from individual households to institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Joshua Cordeiro is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2016. 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 strategies managed by internal teams and third-party managers for a range of individual and institutional clients.

Raymond Arruda Jr. is a CFP®-designated financial advisor with Ameriprise, based in Johnston, RI, and has 31 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he operates a part-time disc jockey business called The Music Shop. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Rebecca Abbatamarco Boisclair is a financial advisor with Ameriprise in Warwick, RI, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Boisclair also works as a client service specialist with Lifebridge Inc., assisting with business paperwork, financial plans, and client account maintenance. 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 dependable income and tax-aware withdrawal strategies.

Sue Anne Walsh is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Gladstone Wealth Partners and Edelman Financial Engines before joining Merrill. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Seth Kauffman is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2010, also spending time at Bank of America, N.A. since 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Diliala Valle is an International Wealth Advisor at Merrill Lynch Wealth Management, specializing in family and international wealth management strategies. With 35 years of experience, she focuses on asset allocation, diversification, and portfolio management services to help clients preserve wealth through different market cycles. Her expertise lies in domestic and international fixed income and equity markets, employing professionally managed strategies aimed at maximizing returns while reducing risk. Diliala holds a Bachelor's Degree from Universidad del Valle de Mexico and the Personal Investment Advisor (PIA) designation. Fluent in English and Spanish, she is committed to building strong client relationships through accessible and knowledgeable guidance. She also participates actively in community volunteering, aligning with Merrill’s tradition of service. Outside of her professional role, Diliala enjoys adventure sports, biking, boxing, camping, fishing, football, hiking, music, reading, and soccer.

Erik Johnson is a CFP® with eight years of industry experience, currently affiliated with Cetera. He has worked with firms including Pioneer Financial Group and Securian Financial Services Inc. Outside of his advisory role, he serves as president of the Boys and Girls Club of New Bedford and is an elected board member of the Town of Dartmouth Council on Aging. Johnson also creates children's music and operates a tax entity for personal purposes. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients across the United States. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party money managers.

Derek Botelho is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley Smith Barney LLC since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Brendan Mccarthy is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2003, providing financial advice and guidance to affluent families and individuals. Brendan's expertise includes retirement planning, executive compensation, education funding, wealth transfer, and wealth preservation. He is part of the De Marco-Mccarthy-Florio Group, which has been recognized by Forbes as the #1 Wealth Management Team in Rhode Island for multiple years. Brendan holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and a Bachelor's Degree in Business Administration specializing in Finance and Economics from Suffolk University. His professional approach emphasizes goals-based wealth management, tax-efficient strategies, and family wealth education to assist clients in achieving financial well-being and legacy objectives. Residing in Medfield, Massachusetts, Brendan is active in his community, serving on the Finance Committee of Ronald McDonald House in Providence. He is also involved in youth sports coaching and enjoys fishing, skiing, and spending time with his family in Harwich Port, Massachusetts, and Ludlow, Vermont.

Mark Cruise is a ChFC® with 41 years of industry experience, currently affiliated with LPL Financial since 2005. Prior to that, he was with Mass Mutual Investors Services from 1999 to 2005. He also engages in fixed life, long-term care, and disability insurance sales and has participated as a speaker at seminars. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Goodson Jr. is a financial advisor at Merrill with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2014, with a brief tenure at Wells Fargo Clearing Services LLC. 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.

Gary Garofalo is a financial advisor with Primerica Advisors in Cranston, RI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc, Viti Mercedes-Benz, and Primerica Financial Services since 2010. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trading.

Matthew Capozzi is a financial advisor with Ameriprise holding Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at New York Life, Fidelity Investments, and Wines & More of Rhode Island. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Christopher Maynard is a financial advisor with LPL Financial based in Bridgewater, MA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrimack Valley Credit Union, Citizens Securities, Bank of America, Merrill, and RFG Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Benjamin Proctor is a financial advisor at Merrill with five years of industry experience and holds the Series 66 designation. His prior roles include positions at DoorDash, Bank of America, and Uber Technologies. Outside of his advisory work, he is involved in media relations for the New England Patriots and assists with athletics statistics for Holy Cross. 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.

Michael Porco is a Financial Advisor with Merrill Lynch Wealth Management, serving clients across Rhode Island and New England. In his role, he focuses on building strong client relationships and delivering personalized advice tailored to each individual's financial goals and life stage. His expertise areas include college education planning, family wealth management strategies, and personal retirement planning. With more than 27 years of experience in wealth management, Michael employs comprehensive planning techniques that encompass wills and trusts, insurance, retirement, taxes, and investments. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Clark University. Outside of his professional duties, Michael is involved with the Rhode Island Audubon Society and enjoys boating, bowling, cooking, fishing, and spending time with his family.

Jeremy Mazzola is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A., as well as in roles with the University of Massachusetts Dartmouth and Swerve Entertainment Group, Inc. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Barrett Grant is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, he held various roles including positions at Boon Street Market and University of Rhode Island. 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.