Scott Levinson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2005. In this role, he partners with clients to understand their financial goals and develop customized financial plans aimed at growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. He has extensive experience in the financial services industry, having previously worked as a Financial Consultant at A.G. Edwards & Sons, Inc. from 2004 to 2005, a Financial Planner at Legacy Financial Advisors from 2003 to 2004, and a Financial Representative at The Bulfinch Group from 2002 to 2003. Levinson emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency in his professional approach.

Mark Kalen is a financial advisor at Merrill with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Merrill, he held positions at firms including Diligent, OneTrust, ServiceNow, PrismHR, SAI Global, and Intralinks. Outside of his advisory role, he holds a power of attorney position for an entity based in Rhode Island. 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.

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners. Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South. In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.

Kerri Squires is a Series 66 licensed financial advisor at Merrill with 11 years of industry experience. She has worked at Merrill since 2005 and has also been associated with Bank of America, N.A. since 2023. 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 plans, corporations, and charitable organizations.

Robert Insana is a Financial Advisor at Merrill Lynch Wealth Management, serving as a Senior Portfolio Advisor. In this role, he manages custom investment strategies on a discretionary basis, selecting from a range of Merrill Lynch model portfolios and third-party investment strategies to align with his clients' needs. Robert focuses on education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, and portfolio management services. He works collaboratively with families and individuals to develop realistic, custom-tailored financial plans that support their unique goals and priorities. He holds a Bachelor's Degree from the University of Rhode Island and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Robert is involved with the American Heart Association. Outside of work, his personal interests include drawing and sketching, golfing, music, swimming, and playing table tennis.

Claudio Tavares is a financial advisor with Merrill in Riverside, RI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, N.A., and various positions outside finance including education and local government. Outside of advisory work, he owns Dreams Are Immortal LLC, a travel and design agency focused on trip planning and creating customized itineraries. 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 plans, corporations, and charitable organizations.

Ryan Macdonald is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at IDG Communications and Robert Half. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, including use of model portfolios built from mutual funds, ETFs, and ETPs.

Sara Gendron is a Planning Consultant at Fidelity Investments, where she partners with clients to provide holistic financial planning. She focuses on understanding clients' needs to assist them in pursuing their financial goals and aims to create an environment where every client feels heard and valued throughout their conversations. Sara has been with Fidelity Investments since 2023, initially serving as a Workplace Planning Consultant before transitioning to her current role in 2025. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Sara's personal interests include family activities, fitness, gardening, running, swimming, and exploring food-related experiences.

Michael Baalbaki is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kevin Mc Green is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on building strong relationships to drive long-term success for his clients. Kevin brings 15 years of experience in the financial technology sector, having worked in investment and banking operations within banks, brokerages, and software companies. His expertise supports his practical, results-oriented approach to financial management, helping clients with family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor of Science degree in Finance and Information Systems and a Master of Business Administration with a concentration in Finance, both from Fairfield University. Kevin also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys activities such as chess, golfing, pickleball, running, and surfing.

Madhusudan Nair is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at UniBank, First Citizens Bank, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and First Republic Bank. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sara Van Schaick is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. She previously worked at Fidelity Investments and has experience in several other roles, including a position at L'Artisan Cafe & Bakery. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Eric Lepine is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in the specialty coffee industry with roles at Fazenda Coffee, Medici Roasting, and Downeast Coffee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Asteway Adams is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Adams works closely with individuals, families, and businesses to build, protect, and preserve their wealth, focusing on personalized financial strategies that align with clients' short-, mid-, and long-term goals. Areas of expertise include liquidity management, personal retirement planning, portfolio management services, and tax minimization. Adams holds a Bachelor's Degree and a Master of Business Administration (MBA) from Palm Beach Atlantic University and has earned the Personal Investment Advisor (PIA) designation. His professional approach emphasizes discipline, accountability, and trusted guidance, shaped by experiences as a student-athlete and his comprehensive education in financial services. Outside of professional commitments, Adams is involved with the New England Tennis Association and enjoys music, spending time with family, and playing tennis.

Michael Pardini is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2009 and also has a concurrent tenure at Bank of America, N.A. since 2014. Outside of his advisory role, he is involved part-time as a truck driver and laborer for a landscaping and paving company in Seekonk, Massachusetts. 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.

Gregory Voigt is a financial advisor with UBS Financial Services in Providence, Rhode Island, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes research, market-making, underwriting, and securities-backed lending.

Dorene Soscia is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Morgan Stanley since 2009 across two consecutive periods totaling 17 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and scenario modeling, providing advisory services without making individual security recommendations as part of standalone planning.

Caitlyn Beauregard is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She previously worked for Bank of America Private Bank from 2012 to 2024. Beauregard serves as Secretary on the Board of Directors for the Estate Planning Council of Rhode Island, a nonprofit organization focused on estate planning networking. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides a range of investment products and services.

Kyle Mushaweh is a financial advisor with LPL Financial in Providence, RI, holding a Series 66 designation and bringing nine years of industry experience. He has been with LPL Financial since 2016 and is also affiliated with The Virtus Group, where he has worked since 2012. Outside of his advisory role, Mushaweh coaches at East Greenwich High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Timothy Casey is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Total Quality Logistics, True Position Manufacturing, and Instacart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and also serves as an advisor to multiple registered investment companies.