Austin Coristine is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 65 and Series 63 credentials and has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020. Outside of his advisory role, he is an independent insurance agent involved in the sales and service of life insurance, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Ashley Stockman is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 65 licenses and having two years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Charles Schwab & Co., Inc. 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.

Colleen Sousa is a financial advisor at Merrill with a Series 66 designation and 18 years of industry experience. She previously worked at BNY Wealth Management for 17 years before joining Merrill in 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Scott Sapolsky is a financial advisor at Morgan Stanley with a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Wayfair. His background also includes roles outside the financial industry, such as positions at Northeastern University and the Rhode Island Country Club. 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 and offering a range of investment and planning solutions.

Joseph Concannon is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. Prior to his current role, Concannon was involved with several companies including IHEARTTUPPERWARE, Dolphin Guages, and Cheezin' Photoboots, and he attended the University of Central Florida. 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.

La Shonda Brown Johnson is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Allison Cresci Callahan is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, legacy planning, and personal retirement planning. In her role, she focuses on helping families make confident financial decisions through all stages of life by providing clear and empathetic guidance tailored to clients' individual goals. Allison holds a Bachelor's Degree from Rhode Island College and a Master's Degree from Johnson & Wales University. She has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Her approach involves connecting all aspects of her clients' financial lives to prioritize and pursue the goals that matter most to them. Outside of her professional work, Allison's personal interests include biking, music, and skiing.

Jennifer Fernandes is a Series 66-registered financial advisor with Merrill, based in Providence, RI. She has 16 years of industry experience and has been with Merrill since 2010. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Arsenio Borges is a CFP®-credentialed financial advisor with five years of industry experience, currently with UBS Financial Services in Providence, RI. He has been with UBS since 2016 and previously worked at BayCoast Bank and UMass Dartmouth. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm integrates proprietary capital market assumptions and research with a range of financial planning and portfolio management solutions, combining institutional trading capabilities with wealth management services.

David Henn is a financial advisor with Edward Jones in Warwick, RI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Alexander Lafazia is a financial advisor at Merrill with 17 years at the firm and nine years of industry experience. He holds the Series 66 designation and is based in Riverside, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Jackson is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 credential and 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.

Jessica De Pina is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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 Fournier Jr. is a financial advisor with Merrill in Providence, Rhode Island, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked at Merrill since 1990 and at Bank of America, N.A. since 2011. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cynthia Dean is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2005. In addition to her advisory role, she works as a licensed paraplanner through SNE Operations LLC, assisting financial advisors with planning deliverables and client service activities. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to create tax-efficient, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as part of its institutional platform.

Randall Scholl is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Citizens Securities, Royal Alliance Associates, SII, and LPL Financial. He serves as a trustee for family estate trusts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including wrap and money-manager programs as well as educational seminars.

Thomas Murray is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has been associated with Merrill since 2015 and with Bank of America, N.A. since 2020. 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, and institutional entities.

Brant Mcgettrick is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2013. 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.

Eduardo Silva is a financial advisor at Merrill with Series 63 and Series 66 credentials and no prior industry experience. His work history includes roles at Bank of America, Fidelity Investments, and several restaurant and architectural businesses. 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 and profit-sharing plans, corporations, and charitable organizations.

Cristian Witcher is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He has worked at several firms including The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he is employed as a floor sales associate at Brooks Brothers. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels. The firm’s integrated platform includes adviser programs alongside sales of financial products such as insurance and collateralized lending.