Emery Solano is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at both Merrill and Bank of America, N.A. Since 2005 and 2017, respectively. 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 strategies for a range of individual and institutional investors.

Gordon Moulton is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera. Outside of advising, he owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Douglas Bennet is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Douglas has earned a Bachelor's Degree from the University of Rhode Island and a Master of Business Administration (MBA) from Plymouth State University.

Matthew Sawyer is a financial advisor at MassMutual Investors Services with 19 years of industry experience. He holds the CFP® and ChFC® designations, and his career includes roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is also an insurance agent involved in the sale of life, group disability, long-term care, health, dental, fixed annuities, and property and casualty insurance. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools, and offers a range of programs including asset management and educational seminars.

Sharon Buker is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, HR Block, Visiting Angels, and Mature Caregivers. She maintains outside employment with HR Block. LPL Enterprise LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment strategies developed by LPL’s Research Department and third-party portfolio strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Bradford Magee is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, as well as with Bank of America, N.A. since 2019 and The Kimberly Group since 2017. 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 strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Cirelli is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to his current role starting in 2022, he held positions at National Amusements / Showcase locations from 2012 to 2022. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Matthew Canning is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he held multiple roles at Assumption University from 2018 to 2022 and worked in retail and hospitality sectors. 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.

Liam O'kane is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009. 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.

Robert Bordieri Jr. is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials. He has worked in various educational roles and financial services since 2016, including positions at Primerica Financial Services and PFS Investments Inc. Bordieri also has experience as a self-employed professional. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering advisory services based on model-delivery strategies managed by third-party asset managers.

Daniel Bonin is a financial advisor with Ameriprise in North Attleboro, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bonin is also the owner of Eight Feet Wealth Advisors, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic tools overseen by a dedicated team.

Eugene Simone is a financial advisor at Ameriprise with 56 years of industry experience. He previously worked at Merrill for over four decades and Bank of America for 11 years before joining Ameriprise in 2020. He holds a Series 63 designation. Outside of his advisory work, he serves on the board of directors for an educational foundation in Providence, Rhode Island. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

John Nunes III is a CFP®-certified financial advisor with LPL Financial, bringing 30 years of industry experience. He has been with LPL Financial and its predecessor firms since 1999. Nunes also holds Series 63 and Series 65 licenses and is involved in non-variable insurance activities as an appointed agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, leveraging a large network of investment adviser representatives and various investment platforms.

Matthew Nicolelli is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management based in Providence, Rhode Island. He works with clients throughout New England and across the country to develop personalized financial strategies. His role encompasses retirement planning, investment management, tax-efficient investing, education funding, and estate planning considerations. He assists individuals, families, professionals, retirees, executives, and business owners with simplifying complex financial decisions and aligning investment strategies with clients' long-term objectives. Matthew's areas of focus include retirement income strategies, Roth IRA conversions, Social Security strategies, workplace retirement plans, wealth transfer planning, and tax minimization. He collaborates with clients on questions around retirement readiness, 401(k) rollovers, and succession planning for business owners. Additionally, he builds relationships with business owners, entrepreneurs, financial professionals, and community leaders to support a broad range of financial planning needs. He holds a Bachelor's Degree from Northeastern University and has earned multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of work, Matthew enjoys football, golfing, hiking, pickleball, reading, skiing, traveling, and spending time with his family.

Jeffrey Enos is a Series 66-licensed financial advisor with Merrill in Providence, RI, where he has worked since 2014. He has 11 years of industry experience. 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 and profit-sharing plans, corporations, and charitable organizations.

Katie Ranney is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 14 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and data analytics.

Steven Tiernan is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and serves as a Staff Sergeant in the Rhode Island Air National Guard, where he manages radio and satellite communications. His prior work includes positions at Bank of America and Pioneer Financial Group. 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.

James Fonseca is a financial advisor with LPL Financial in Somerset, MA, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at LPL Financial since 2016. Outside of his advisory role, Fonseca is involved as a youth soccer coach and works as a sports official/referee. 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 and access to various portfolio programs, supported by extensive operational and research tools.

Nathaniel Wojcik is a financial advisor with Merrill holding a Series 66 license and beginning his advisory career in 2026. His prior experience includes roles at Bank of America, Equitable Advisors, and the Richline Group, a Berkshire Hathaway company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations.

Patrick Sawyer is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding CFP® and ChFC® designations and over 13 years of industry experience. His career includes roles at Metlife Securities and Massachusetts Mutual Life Insurance Company. He is also an independent insurance agent specializing in various insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers additional programs including estate-settlement and employer-sponsored planning.