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 at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Investments, Bank of America, and Merrill. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to third-party asset management programs through an integrated platform that combines advisory and brokerage channels.

Samuel Ceceri is a financial advisor with Ameriprise in Cranston, RI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Pruco Securities LLC and the Lane Ceceri Group. 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 planning advice focused on retirement income strategies.

Gina Leclair is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been providing investment management and financial advice since 2009. She works with individuals, families, businesses, and nonprofit organizations, developing personalized strategies aimed at achieving goals such as targeted savings, long-term wealth accumulation, retirement planning, and wealth transfer. Gina specializes in retirement and workplace benefits consulting, including executive compensation and defined contribution plans. She integrates these areas into comprehensive financial strategies addressing the evolving needs of her clients. Her professional designations include Certified Investment Management Analyst (CIMA), Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She holds a Bachelor of Science degree in Business Administration from Bryant University. Beyond her professional work, Gina is involved with 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 less than one year of industry experience. His prior work includes roles at Bank of America, Rhode Island College, and Aldi. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 credentials and has previously worked at Oppenheimer & Co and Waddell & Reed, Inc. Fairbrothers operates Sardelli & Hutchinson Wealth Management as a DBA for his LPL business in West Warwick, RI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by research from internal and third-party sources.

Benjamin Prokos is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes positions at Bank of America and Bain Capital, as well as roles connected to Northeastern University and the Law Office of Frank Prokos. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America’s platform allows access to a broad set of products and services beyond typical managed accounts.

Adam Crawford is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held positions at Techglobal Inc., Fathom Resources, and other organizations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Gregg Cook Jr. is a financial advisor with Ameriprise in Cranston, RI, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at DoorDash and owned a hospitality business, Roccos Pub and Grub. He also spent four years at La Salle Academy High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written recommendations and tax-aware withdrawal strategies for clients nearing or in retirement. The firm’s approach incorporates investment research, third-party data, and proprietary tools within a framework influenced by affiliated product partnerships.

Steven Lucas is a Series 66-registered financial advisor with Merrill, based in Lincoln, Rhode Island. He has 18 years of industry experience and has been with Merrill and Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Lauren Brennan is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with UBS Financial Services in Providence, RI. She has been with UBS since 2014. Outside of her advisory role, she serves as secretary and board member for the Community Boating Center, a nonprofit focused on public water access and student sailing programs in Providence. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment solutions and combines wealth management with institutional trading capabilities.

Peter Joyce is a financial advisor at Merrill with five years of industry experience and a Series 66 designation. Prior to joining Merrill in 2025, he worked for Bank of America from 2021 to 2025 and has experience in the travel and real estate sectors. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and various institutional investors.

Francis Fredrick is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, he worked for over a decade at Dave's Fresh Marketplace. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Hana Couture is a financial advisor with UBS Financial Services in Providence, RI, holding a Series 66 designation and two years of industry experience. Her background includes roles at The Wharf Southern Kitchen and Barkeaters, as well as a teaching position at Rice Memorial High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Dathan Belanger is a Financial Advisor at Merrill Lynch Wealth Management who specializes in comprehensive wealth management. He focuses on helping clients grow and preserve their assets through personalized financial strategies and retirement planning. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Dathan is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He holds a High School Diploma from Somerset High School and has attended the University of Massachusetts System and Nichols College without earning a degree. His approach centers on understanding what matters to clients and their families to create tailored strategies that pursue their financial goals. Outside of his professional work, Dathan's personal interests include gardening, golfing, running, spending time with his family, and writing.

Erik Holton is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 29 years of industry experience. Before joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities, Inc. for 17 years. He also serves as an insurance agent offering individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides 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 comprehensive analysis tools and maintains various event-driven planning programs including estate and employer-sponsored plans.

Christopher Marcello is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2009. He joined Fidelity Investments in 2001 and has held various roles including Financial Planning Consultant, Investments Consultant, Retirement Investment Specialist, and Service Trading Specialist. In his current role, he focuses on educating clients on investment strategies, assisting with comprehensive retirement planning, and empowering them to make informed financial decisions. Christopher holds a California Insurance License, supporting his ability to provide a range of financial services. Outside of his professional responsibilities, he enjoys boating, fishing, gardening, soccer, tennis, and traveling.

Joshua Costello is a financial advisor at Merrill with a Series 66 designation and less than one year of experience in the industry. Prior to joining Merrill, he worked at The Washington Trust Company for one year and held various roles at The University of Rhode Island, Stop and Shop, and Toll Gate High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Evan Bekasi 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 2015. Outside of his advisory work, he is involved with Luxe Burger Bar, which he has been affiliated with since 2011. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates model-based and discretionary investment strategies and is part of Bank of America’s wider corporate platform, offering clients access to a broad range of financial products and services.