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 Series 66-licensed financial advisor with Fidelity Investments based in Providence, RI. He joined Fidelity in 2024 and has prior work experience outside the financial industry, including roles in retail and food service. He attended Sacred Heart University from 2021 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, charities, and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered funds.

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.

Gordon Moulton is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera. Outside of advising, he owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

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.

Ross Granick is an Investment Management Consultant II at Fidelity Investments. In this role, he works closely with families to help them discover, develop, and pursue their financial goals. He has been with Fidelity Investments since 2018, progressing through several positions including Premium Client Services, Investment Solutions Representative, Investment Management Consultant, and currently Investment Management Consultant II. His experience spans various aspects of financial consulting and investment management, allowing him to support clients in managing their financial plans effectively. Ross holds insurance licenses in Arkansas and California, which support his advisory capabilities. Further educational background and personal interests have not been provided.

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.

Julia Bergh is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked with Baystate Financial Services, Inc. and the Massachusetts Army National Guard. Outside of financial services, she works as an independent contractor providing pet sitting services. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory role to multiple registered investment companies.

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.

Zachary Goslin is a financial advisor with Fidelity in Smithfield, RI, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior roles include positions at Merrill and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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.

Benjamin Donovan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, he held various roles including multiple positions at UMASS Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios.

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.

Daniel Bonin is a financial advisor with Ameriprise in North Attleboro, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bonin is also the owner of Eight Feet Wealth Advisors, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic tools overseen by a dedicated team.

Joshua Cabral is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he held positions at various companies including Token Auto Spa and Charles Millard Inc. Outside of finance, he worked as a server at Perro Salado, a restaurant in Newport, Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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.