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 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Anna Maria College, Diligent, OneTrust, ServiceNow, PrismHR, SAI Global, and Intralinks. Outside of his primary advisory work, he holds a power of attorney role for a private entity 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, offering 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, holding a Series 66 designation and four years of industry experience. He has worked at Merrill since 2022 and also has experience with Bank of America. Outside of finance, Tavares owns Dreams Are Immortal LLC, a travel and design agency that assists clients with trip planning and creates customized travel 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Macdonald is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at IDG Communications and Robert Half. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

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.

Sara Van Schaick is a financial advisor at Merrill with two years of industry experience. She holds the Series 66 and Series 63 licenses and previously worked at Fidelity Investments. Outside of finance, she has experience in the food service industry, including a role at L'Artisan Cafe & Bakery. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Astaeway Adams serves as a Financial Advisor at Merrill Lynch Wealth Management. In this role, Adams assists clients in developing strategies to pursue their short-, mid-, and long-term financial goals, offering guidance on general investing, retirement planning, and managing unforeseen expenses. They also provide access to Bank of America specialists for banking, credit, home financing, and small business solutions. Adams specializes in areas such as liquidity management, personal retirement planning, portfolio management services, and tax minimization. Their approach involves integrating equity compensation into clients' complete financial pictures through Merrill's Personal Wealth Analysis1, developing personalized strategies that consider asset allocation, risk, liquidity needs, and tax implications, and implementing appropriate strategies to manage concentration risk and diversify portfolios. Adams holds a Bachelor's degree and a Master's of Business Administration (MBA) from Palm Beach Atlantic University and holds the Professional Investment Advisor (PIA) designation. They participate in the New England Tennis Association and have personal interests including 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 at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining UBS in 2016, he worked at Merrill for 23 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Anestis Diakopoulos is a financial advisor with LPL Enterprise and holds Series 63, 65, and 66 designations. He has 18 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Diakopoulos is based in Warwick, Rhode Island. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a large network of adviser representatives. The firm’s investment approach is model-driven, relying on portfolios developed by internal and third-party strategists, and it offers a range of financial planning, consulting, and insurance-related services.

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.

Brendan Kerr is a Planning Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on facilitating access to Fidelity's financial expertise, aiming to assist clients in pursuing their personal financial goals through a straightforward and tailored planning process. His approach involves collaborating closely with clients to create financial plans that support their current and future needs. During his tenure at Fidelity Investments, Brendan has specialized in developing and implementing financial plans that are designed to benefit clients and their families. His work emphasizes a collaborative process that addresses individual client needs, ensuring that financial strategies align with their specific objectives. Outside of his professional responsibilities, Brendan enjoys attending concerts, participating in family activities, following football, engaging in social events with friends, and pursuing outdoor activities such as golf and hiking.

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.

Kevin Skagerlind is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Alku, Ocean Edge Resort & Golf Club, Cornerstone Bank, and University of Massachusetts Amherst. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on discretionary portfolio management and model portfolios constructed through proprietary fundamental research combined with quantitative analysis and algorithmic methods.