Robert Bourgault is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2013, as well as at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and investment solutions tailored to clients’ risk profiles, utilizing both in-house and third-party managers alongside a range of portfolio management and financial planning services.

Blake Lane is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has been with Merrill and Bank of America since 2021. Prior to his financial career, Lane held various roles including positions at Bigelow Landscaping and University of Massachusetts Boston. 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, and institutional accounts.

Andrew Pingitore is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Merrill since 2015 and has also been affiliated with Bank of America, N.A. since 2018. 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.

Joshua Bublitz is a financial advisor with Equitable Advisors in Barrington, RI, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013 and was affiliated with Axa Advisors, LLC from 2013 to 2020. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Zachary Best is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, JP Morgan Chase, Office Depot Office Max, AT&T, and Faithful Companions Pet Cremation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

William Martin is a financial advisor with Ameriprise in Lincoln, Rhode Island, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for eight years before joining Ameriprise Financial Services Inc. and subsequently Ameriprise. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and automated tools overseen by a dedicated team to deliver tailored retirement income advice.

Kathryn Zimmerman is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked with Cambridge Investment Research Advisors and Asset Strategy Advisors, LLC. In addition to her advisory role, she serves as head track coach at Gallagher Middle School in Smithfield, Rhode Island. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Mark Brayall Jr. is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes roles at Bank of America and various positions in retail and polling before entering the financial services industry. 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, institutions, and charitable organizations.

Joel Lamoureux is a financial advisor with Primerica Advisors in Providence, RI, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Primerica Advisors since 2004 and has been affiliated with Primerica Financial Services since 2002. Outside of his advisory role, he is involved in sales of home security and automation products and is a partner in Lam Properties, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Mary Aggarwal is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors and Platinum Medical Group prior to joining Merrill. Outside of her advisory role, she serves as co-trustee of a family trust and is a managing member of Mavi LLC, an LLC based in Los Angeles. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Christopher Kennedy is a financial advisor with RBC Capital Markets in Providence, RI, holding the Series 66 designation and having 11 years of industry experience. He has worked at RBC Capital Markets since 2015 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management and tailors strategies based on clients’ risk profiles using both in-house and third-party investment managers.

Matthew Kuzmiski is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2015. 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 using a combination of model-based and discretionary investment strategies.

Gerd Bents is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining RBC in 2021, he worked at Purshe Kaplan Sterling Investments and Northwestern Mutual, among other firms. He serves as vice president on the board of a nonprofit organization and owns an online advertising business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Jeremy Noessel is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Ameriprise since 2018 in various capacities. Outside of finance, he owns and operates Jeremy Noessel Music & Audio, a freelance audio engineering and music business, and serves as treasurer on the board of directors for Racing for Sustainability. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on providing written recommendation reports and ongoing retirement planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Ricardo Monteiro is a financial advisor with Charles Schwab in Providence, RI, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at TD Ameritrade, Motion Recruitment Partners LLC, and TD Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach supported by centralized supervisory and custody arrangements.

Alexander Beeber is a financial advisor with Merrill in Providence, RI, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has worked at Merrill since 2014 and Bank of America, N.A. since 2015. 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.

Derrick Elliott is a financial advisor at Merrill with 17 years at the firm and 12 years of industry experience. He holds the Series 66 designation and is based in Riverside, RI. 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.

Sophia Pasquariello is a financial advisor at LPL Enterprise with four years of industry experience and a Series 66 designation. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.

Carlos Pons is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Kanabay is a financial advisor with Merrill, holding a Series 66 designation and possessing 22 years of industry experience. He has worked 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 strategies for a range of clients, including individuals, high-net-worth clients, and institutions.