Seth Hall is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Seth is involved in rideshare driving for Lyft. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists, and offers a range of financial planning, consulting, and insurance products.

John Farmer is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial in East Greenwich, RI. His prior work includes roles at Citizens Securities, Inc., Bank Newport, and various other investment firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and diverse investment strategies.

Richard Danforth Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he owns an apiary where he manages beekeeping and honey sales, and he performs as a member of an Irish band playing local gigs in Boston. 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, and institutional investors.

Prescott Wing is a CFP® with eight years of industry experience, currently serving as a financial advisor at RBC Capital Markets, LLC since 2017. Prior to joining RBC, he worked at MFS from 2015 to 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored portfolio management programs that combine in-house and third-party investment managers with options for tax management, responsible investing, and alternative investments.

Peter Serino is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2021 and previously spent eight years at Citizens Bank. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive recommendations addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

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.

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 at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory role, he provides rideshare services as an independent contractor. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services supported by a model-based investment approach and a multi-advisor platform.

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.

Robert Fairbrothers is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer & Co, Janney Montgomery Scott, and various insurance carriers prior to joining LPL Financial in 2021. 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 portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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.