Kyra Mattera is a financial advisor with Morgan Stanley in Providence, RI, holding Series 66 and Series 63 licenses and two years of industry experience. She previously worked at Fidelity Investments and Ess. Outside of finance, she has been involved with Point Judith Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services to both individual clients and employers under corporate financial planning agreements.

Evan Sumner is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. His work history includes roles outside finance, such as at Eastern Connecticut State University and East Coast Auto Sales & Service Center. Ameriprise provides retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Brandon Mc Kearney is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at Murphys Petro, The Home Depot, MGM Springfield, and eClinicalWorks. 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.

Bryan Lopez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2015 to 2021 before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Pavao is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and The Prudential Insurance Company of America. His background includes roles in financial services as well as a position at Trinity Academy for the Performing Arts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning supported by firm-approved analytical tools.

Lawrence Greene is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. In his current role, he partners with individuals, families, and small businesses to develop tailored strategies for growing, managing, and protecting their wealth. He leverages Fidelity's resources to assist clients with comprehensive financial planning to meet their long and short-term objectives. Lawrence has over 20 years of experience in the financial services industry. His tenure at Fidelity includes roles as Investment Consultant and Financial Representative. Prior to joining Fidelity, he was a Senior Client Support Representative at Mercer Human Resources. Lawrence's experience covers a broad range of client support and financial consulting functions. Outside of his professional activities, Lawrence enjoys spending time at the beach, attending concerts, participating in family activities, fitness, and playing softball. He is also involved in volunteering.

Christopher Medeiros is a financial advisor with Merrill in Greenville, Rhode Island, holding a Series 66 designation and six years of industry experience. He has been with Merrill since 2019 and has prior work experience at Citizens Bank and Bryant University. Outside of his advisory role, Medeiros is involved in Sound FX, a car and home audio installation business. 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.

Virgil Sales Jr. is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 43 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved in commercial property and casualty insurance through Sales Financial Services Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven and emphasizes access to third-party asset managers and insurance products.

L Inda Lombari is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining J.P. Morgan in 2018, Lombari worked at Morgan Stanley and TD Private Client Wealth. In addition to her advisory role, she is also employed by J.P. Morgan Bank, where she offers deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Carano is a financial advisor with LPL Financial in Cranston, Rhode Island, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with LPL Financial and its predecessor firms since 2000. Outside of his advisory role, he operates a non-variable insurance business selling fixed life products and manages a small office rental arrangement for another LPL representative. 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 portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Debra Ann Gebo is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her career includes multiple tenures at Morgan Stanley as well as roles at Merrill, Voya Financial Partners, and Banc of America Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs with an emphasis on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Raymond Creamer is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and Metlife Securities Inc. from 2015 to 2017. In addition to his advisory work, he conducts research for an estate planning attorney on client assets. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, focusing on investment categories and strategies rather than specific product selections.

Michael Quattromani is a financial advisor at Fidelity with Series 66 and Series 63 licenses and no prior industry experience. His background includes work at Warner Bros and Frank Pepe Pizzeria Napoletana, as well as involvement in local activities such as Rhode Island Food Fights. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Kimberly Carroll is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large national network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Michael Silva is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity in 2022, he worked at Merrill from 2016 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Lauren Roma is a financial advisor at Merrill with Series 63 and Series 66 licenses and approximately one year of industry experience. Prior to joining Merrill, she worked at Fidelity Investments and completed internships with the Rhode Island State Government and the Office of U.S. Representative Seth Magaziner. 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.

Michael Zawerucka is a Wealth Management Advisor and partner in the Sloper-Zawerucka Group at Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and works closely with families and small businesses to identify goals and construct comprehensive financial and retirement analyses. As a Portfolio Manager, he constructs customized portfolios tailored to individual client needs, managing discretionary Personalized or Defined Strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Michael holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. He has also obtained insurance licenses and the Personal Investment Advisor designation. He graduated Sigma Cum Laude from the University of Massachusetts, Dartmouth, earning a B.S. in Finance with a minor in Economics. Michael lives in North Dighton, Massachusetts, with his wife Tiffany and their two children. His personal interests include chess, football, running, softball, spending time with family, traveling, and watching movies.

Andrea Woodford is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2008. 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 with model-based and discretionary investment strategies.

Barbara Delponte is a financial advisor with LPL Financial in Cranston, Rhode Island, holding a Series 66 credential and bringing 24 years of industry experience. Her career includes roles at Merrill for 17 years, Ameriprise Financial Services, Transamerica, Barrett & Company, and Amazon. 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 institutions. The firm offers a broad range of financial planning and asset management solutions, supporting its network of over 22,800 advisors with technology and diversified investment strategies.

Patrick Cantrell is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill and Bank of America N.A. since 2022. Prior to his current roles, his work history includes positions at West Marine, Copper Mountain, and several other companies across varied industries. 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 by offering model-based and discretionary investment strategies developed by internal teams and third-party managers.