Peter Lantz is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has held roles at USA Wealth Advisors, LLC, Horace Mann Investors, Inc., and has been involved with The Lantz Family Agency, Inc. since 2013. Outside of his advisory work, he serves with the Dartmouth Fire Department, District 1. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Jose Matatos is a financial advisor with Commonwealth Financial Network in Westport, MA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked with Advanced Financial Group, Transamerica Life Co, and Financial Planning Alternatives throughout his career. Outside of advisory work, he is the owner and president of a tavern and grill as well as a used auto sales and repair business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, investment management, and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and customizable program offerings.

Christopher Antonelli is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds a Series 66 designation and has held prior roles at firms including Fidelity Investments, Santander Bank, Morgan Stanley, and Merrill. Citizens Securities serves individual and high-net-worth investors along with individual retirement plans, offering both advisory and brokerage services. The firm provides a range of investment programs, including a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.

Sean Trottier is an advisor with Guardian Life and holds the Series 63 and Series 65 credentials. He has one year of industry experience, including roles at Park Avenue Securities and Florida Financial Advisors DBA New England Financial Advisors. Outside of his advisory work, he has been involved in fixed insurance sales through a related business. His firm, Park Avenue Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and a range of investment advisory programs.

Jean Desrosiers is a financial advisor with Eagle Strategies (NY Life) based in Fall River, MA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Eagle Strategies, he worked at Williams Estate And Financial Group, Inc. and has been affiliated with New York Life Insurance Company for 25 years. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, particularly in its relationships with plan sponsors.

Tamara Gonzalez Paz is a financial advisor with Merrill, holding a Series 66 license and one year of industry experience. Before joining Merrill, she worked at Coastal 1 Credit Union and has experience in various customer service roles, including at Famous Footwear. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jackson Mc Kersie is a financial advisor at Merrill with a Series 66 designation and approximately one year of experience at the firm. His prior roles include working with educational programs and camps such as the MAUSD Extended Learning Program and Dexter Southfield Science and Technology Camp, as well as involvement with Wide Open Marine and The Henley Group. Additionally, he has experience at Middlebury College and in farm management at Apple Knoll Farm. 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.

David Alger is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2015. 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 developed by internal and third-party teams and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Jeranian is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2013. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Justin Try is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles at Milestone Financial Planning and Primerica. His background also includes positions in education and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Robert Levesque is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1989. Outside of his advisory role, he is also a licensed real estate salesperson. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Chad Barnes is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2009. 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 plans, corporations, and charitable organizations.

Laura Lambert is a financial advisor at Merrill with 19 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved with the Community College of Rhode Island in Lincoln. 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 using model-based and discretionary investment strategies.

Daniel Mc Carthy is a financial advisor at Merrill with 26 years of industry experience. He has held his current position at Merrill since 2009 and holds a Series 66 designation. 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.

Sean Quinlan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Bank of America, The Kraft Group, and Coastal Consultants. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Dalton is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors, where he has worked since 2022. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Dalton is also an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements.

Conor Kennedy is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior roles include positions at Bank of America, Kennedy Incorporated, and Castle Hill. Outside of finance, he is a freelance jazz musician and co-editor and director of Encyclopedia Prismatica, a nonprofit literary journal. Merrill, 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 variety of individual and institutional clients.

Jeffrey Allison is a financial advisor with MassMutual Investors Services in East Providence, RI. He holds the ChFC® designation and a Series 63 license, with 40 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. MassMutual 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, employing firm-approved tools to analyze client goals and deliver written recommendations.

Stephen Poplaski is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work background includes roles at Bank of America and H&R Block, as well as entrepreneurial activities with Asia Grille LLC and Pranzi Catering. He also spent time employed by Rhode Island State Government and Johnson & Wales University. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Killeen is a financial advisor with Merrill in Riverside, RI, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Suburban Supply, Home Depot, and involvement with Irish Patriots LLC. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.