Voski Armenakyan is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, he has held roles in various sectors including physical therapy and telecommunications. 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.

Jack Brown is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked for Fidelity Investments since 2024. Prior to joining the financial industry, he gained experience in various roles including positions in retail and food service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm utilizes a combination of fundamental research and quantitative analysis, including algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Maria Batastini Dell'ovo is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as an executive board member of the Cole Strange Foundation. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting clients approaching or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawals.

Kyle Valdyke is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 66 registrations and having 17 years of industry experience. He has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes internal and third-party investment models and supports a range of account administration and custody services.

Matthew Guerrera is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Morgan Stanley in 2022, he worked at Citizens Securities, Inc. from 2017 to 2022 and briefly at Tradeking in 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and economic modeling techniques.

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.

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 and holds Series 66 and Series 63 licenses. She has eight years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Buker has also been employed by HR Block since 2022 and was involved with Mature Caregivers for eight years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach typically uses model-driven portfolios and offers access to third-party asset managers and wrap programs.

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 an advisor with Primerica Advisors holding Series 65 and Series 63 licenses. He has been associated with Primerica Financial Services since 2016 and joined PFS Investments Inc. in 2025. His background includes roles in educational institutions such as Siena College and Roger Williams University. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based strategies managed by third-party asset managers.

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 serves clients throughout Rhode Island, Massachusetts, Connecticut, New England, and across the country. Matthew works with individuals, families, professionals, retirees, executives, and business owners to develop personalized financial strategies that align investments, retirement goals, tax planning opportunities, and long-term objectives. His areas of focus include retirement planning, retirement income strategies, investment management, tax-efficient investing, Roth IRA conversions, Social Security strategies, workplace retirement plans, education funding, wealth transfer planning, and estate planning considerations. Matthew also collaborates with business owners and professionals on financial decisions including succession planning and concentrated stock positions. Matthew holds a Bachelor's Degree from Northeastern University and holds several professional designations including Accredited Asset Management Specialist (AAMS), 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 his professional work, he spends time with his family and enjoys football, golfing, hiking, pickleball, reading, skiing, and traveling.

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.