Lynn Munoz is a financial advisor with Ameriprise in New Boston, NH, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its predecessor entities since 2001. In addition to her role at Ameriprise, she manages an advisory business at Gamm Financial Group in Cranston, RI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary retirement income advice.

David Brown is a financial advisor at Fidelity with a Series 66 credential. He has prior experience at the Naval Undersea Warfare Center and Nestle Waters North America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and fund-of-funds.

Sarah Nisbet is a Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their financial goals and co-create personalized financial plans. She focuses on building relationships and delivering quality planning to help clients work towards their financial success. Sarah has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager before becoming a Planning Consultant in 2024.

Sandra Peters is a financial advisor with Ameriprise in Coventry, RI, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in a family-owned business, Blue Oasis Holdings LLC. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, primarily for assets held in Ameriprise Managed Accounts.

Owen Mc Mahon is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. His prior work includes roles at MML Investor Services LLC and MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Samuel Quinones is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2014. 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yamilka Jimenez is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation and previously worked at Kyle Britton. Outside of her advisory role, she has been a part-time sales associate at Frog and Toad LLC since 2019. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Zankhana Bateman is a Senior Financial Advisor specializing in tailored financial strategies for corporate executives, business owners, and individuals in the sports and entertainment industries. She is part of a dynamic team at Merrill Lynch Wealth Management, where her focus areas include equity plan compensation, portfolio management, retirement planning, trust and estate services, and concentrated stock strategies. Zankhana works closely with clients to help them plan and manage all aspects of their finances and investments. Zankhana holds a Bachelor's degree from Brigham Young University and has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her past experience includes work as a Research Analyst at Merrill Bateman Associates - Economic Consulting Group, as well as internships with Transamerica and the Stanford University Wharton College Clean Energy Project. She is multilingual, fluent in Spanish, Italian, and English, and participates in professional and community organizations such as the Church of Jesus Christ of Latter-day Saints, BYU, and Habitat for Humanity. Outside of her professional role, Zankhana values community involvement and leadership, having served as Student Body President at Palo Verde High School and participating in the Italy Milan LDS Mission. She engages in interests including adventure sports, basketball, biking, boating, football, golfing, scuba diving, skiing, volleyball, and spending time with family.

Abbie Piper is a financial advisor at Osaic with two years of industry experience. She previously worked at Merrill and Webster Bank NA. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services with access to multiple advisory platforms, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Marc Leone is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at the University of Connecticut, University of Rhode Island, and Ryan Designs LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles that include fund management and model portfolio delivery.

Ryan Ricciardi is a financial advisor at Merrill with 27 years of industry experience. He has been with Merrill since 2009 and holds Series 65 and Series 66 credentials. 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 Pearson is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with individuals and families to develop personalized financial strategies that align with their specific goals and preferences. Seth's career at Fidelity Investments began in 2023 as a Customer Relationship Advocate. He progressed through roles including Investment Solutions Representative and Investment Solutions Representative II before attaining his current position in 2026. Throughout his tenure, he has focused on building trust and transparency in client relationships. Outside of his professional work, Seth enjoys family activities and reading.

Hezekiah Willard is a financial advisor at Fidelity with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at KeyBank, Starbucks, and Eastern Washington University. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Robert White is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management in Boston, MA, where he has served since 2011. He specializes in providing multi-generational wealth management to established families and corporate entities, with a focus on holistic financial strategies for individuals as well as tailored planning for non-profits, planned giving, women, and lifestyle protection. Robert collaborates closely with his clients to develop personalized financial strategies that align with their long-term goals. With over two decades of financial services experience, Robert’s career includes roles at Morgan Stanley Smith Barney and Massachusetts Financial Services. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and maintains several FINRA registrations, including Series 7, 52, 63, 65, and 31. His educational background includes a Bachelor of Science in Business Administration with a concentration in Finance and International Business from Bowling Green State University. Robert is active in his community and supports cultural and educational organizations such as the Museum of Fine Arts Boston and Raising a Reader Massachusetts. He has been recognized with the Presidential Volunteer Award from the President of the United States. Outside of work, his personal interests include drawing, fishing, gardening, hiking, music, painting, photography, reading, traveling, and spending time with his family.

Patrick Curley is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Mass Mutual, he worked at Northwestern Mutual and has experience in various roles including insurance sales as an independent agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using advanced analytical tools and delivers written recommendations, with optional implementation through brokerage or insurance arrangements.

Joseph Reidy Jr. is a financial advisor with Ameriprise in Cranston, RI, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Ameriprise and its affiliate since 2005. 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, focusing on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jason Ullom is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advisory services, he is also an insurance agent, offering fixed annuities, life, and long-term care insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that include a broad array of investment types.

Jason Chanchavac Morales is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America Merrill and Year Up United. 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.

Paul Provost is a financial advisor with MassMutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at MassMutual Life Insurance Company and was formerly employed by the Worcester Telegram & Gazette. He is also active as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process using advanced software tools and provides a range of programs including estate settlement and employer-sponsored planning.

Melissa Seeley is an Investment Consultant currently working at Fidelity Investments since 2024. In her role, she assists individuals and families in progressing towards their financial goals through proactive planning, education, and collaboration. Melissa has experience as a Financial Advisor at Osaic Wealth, Inc. from 2023 to 2024. Prior to that, she worked as a Registered Representative at SagePoint Financial, Inc. in 2023, and as a Registered Representative and Insurance Agent at NYLIFE Securities and New York Life Insurance Company from 2022 to 2023. Through meaningful conversation and connection, Melissa strives to understand her clients' unique situations, needs, concerns, and goals. She partners with them to co-create plans designed to bring greater clarity, confidence, and peace of mind around their financial picture.