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 at Primerica Advisors holding Series 65 and Series 63 licenses. He has no prior industry experience in advisory roles but has been affiliated with Primerica Financial Services since 2016 and has held various positions in educational institutions and self-employment since 2020. Primerica Advisors is a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

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.

Donald Hartley is a financial advisor with LPL Financial in Portsmouth, RI, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior work includes roles at Merrill for 14 years and Edward Jones for 3 years before joining LPL Financial and Bank Newport in 2019. Outside of his advisory work, he receives disability income from the VA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide range of investment strategies supported by technological tools.

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.

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 securities licenses Series 65 and Series 63. He has 13 years of industry experience, including roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and Metlife Securities from 2013 to 2017. Additionally, he operates as an independent insurance agent offering various insurance products. Mass Mutual Investors Services 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.

Tiffani Leary is a financial advisor with Charles Schwab in Providence, RI, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her prior roles include positions at TD Ameritrade, Inc. and Scottrade, Inc. She has been with Charles Schwab and Charles Schwab Bank since 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and has a centralized operational structure supporting its extensive client coverage.

Nicole Reilly is a financial advisor at Ameriprise with 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Outside of her advisory role, she serves on the board of directors for RhodeWay Financial and assists with bookkeeping at a family-owned brewery on weekends. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations in partnership with its financial advisors.

Thomas Case is a financial advisor with Mass Mutual Investors Services in East Providence, RI, holding a Series 66 license and five years of industry experience. He previously worked at Merrill Lynch and served in the Massachusetts Air National Guard. Outside of advising, he is also an insurance agent specializing in life, disability, long-term care, and fixed annuities. Mass Mutual 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 comprehensive financial planning, asset management, and educational seminars, employing firm-approved software and structured planning processes to deliver recommendations tailored to client goals.

Robert D'auteuil is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2013. His prior experience includes a decade at Bank of America, N.A., and five years with Organo Gold. 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.

Tyler Grandchamp is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 credential with one year of industry experience. His prior work history includes roles at LPL Enterprise LLC and several non-financial positions during his college years. Outside of his advisory role, he has been involved with a non-variable insurance agency. 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 planning process uses structured discovery conversations and proprietary tools, offering a range of investment and financial planning solutions.

Kerry Wilson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Merrill and Bank of America. Outside of his advisory role, Wilson is involved with Ternarius Group LLC, a mortgage and real estate services company. 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, and institutional platforms.