William Metayer is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes various roles in the hospitality and music industries. Outside of his advisory duties, he works as an independent contractor in music production. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Anthony Lawrence is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Demo's Pizza Factory and the Community College of Rhode Island. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and serves as an advisor to multiple registered investment companies.

Jaden Stefanski is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Jaden advanced through several positions within Fidelity Investments, including Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate, demonstrating a progressive career within the firm since 2022. In his role, Jaden focuses on collaborating with clients to understand their unique financial needs and goals, developing personalized strategies aimed at pursuing lifetime financial objectives. He holds insurance licenses in Arkansas and California, supporting his professional capacity to serve clients in these states. Outside of his professional work, Jaden enjoys boating, fishing, golf, and skiing.

John Berkery is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His career includes 18 years at Bank of America prior to joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved planning tools to support financial planning.

Kristen Kauffman is a financial advisor at Fidelity with eight years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Bank of America, Merrill, and Fidelity Investments. She also worked in the hospitality industry at All Stars Bar and Grill for nine years. 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 services. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, and it serves a diverse client base including registered investment companies and charitable funds.

Connor Deehan is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments and prior employment at Mass Control Center Inc. and Vassar College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of AI and systematic methodologies in managing multi-manager and fund-of-funds structures, as well as its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Patrick Buffa is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 52 years of industry experience. His previous roles include positions at IFP Securities LLC, Independent Financial Partners, and NBC Securities, Inc. He is currently based in Providence, RI. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Lorraine Sloper serves as a Senior Financial Advisor and senior partner in The Sloper Zawerucka Group at Merrill Lynch Wealth Management. With over 38 years of experience in the financial services industry, she specializes in retirement accumulation and income strategies, portfolio management, and wealth preservation. Lorraine works with affluent families, providing goals-based holistic financial planning and customized investment strategies with an emphasis on managing risk in challenging markets. Throughout her career, Lorraine has developed expertise in private bank and trust services, assisting high net worth clients in wealth management and preservation. She holds the Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). Her educational background includes a bachelor's degree from the University of Massachusetts and attendance at Bentley College. Lorraine is involved in community organizations, having served on the boards of the Animal Rescue League and Community Foundation, as well as affiliations with New Hope, Inc. and the Rotary Club of Attleboro. Her personal interests include interior decorating, music, reading, singing, spending time with family, and swimming.

Ivan Colon is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience with organizations including the Rhode Island Philharmonic Orchestra and Music School. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Michael Constantine is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience. In addition to his advisory role, he serves as a paid football coach with KP Gridiron. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Steven Heslinga is a CFP® professional with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patricia Craddock is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Stephen Rozzero is a Senior Financial Advisor at Merrill Lynch Wealth Management and leads the Rozzero Group. He has been with Merrill Lynch since 2007 and works with individuals and families to integrate investment planning and portfolio management. As a Portfolio Manager, he manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation certified by the College for Financial Planning Institutes Corp., as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Stephen attended the University of Rhode Island without degree conferral and completed his high school education at School One. Stephen lives and works in Providence, Rhode Island. He enjoys long distance running, frequently participating in charitable road race events, and also spends time cooking and with his family.

Jonathan Carafotes is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Goldman Sachs and Bradley Foster and Sargent, as well as experience with Trinity College's Career and Life Design Center. 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.

Dylan McSparren is an Investment Solutions Representative III at Fidelity Investments. He collaborates with individuals and families to develop trust and transparency, aiming to create personalized financial strategies that align with their specific goals and preferences. Dylan has progressed through several roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2022 and subsequently advancing through three levels of Investment Solutions Representative from 2023 to the present. Outside of his professional work, Dylan has interests in beach activities, food, golf, music, snowboarding, and traveling.

Jack Ouellette is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments since 2021 and prior positions at Providence College and Metacomet Country Club. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves a broad client base including registered investment companies and charitable funds.

James Lynn is a Series 66-registered financial advisor with UBS Financial Services in Providence, RI, bringing 25 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a wide range of capital markets offerings.

Nicholas Lamoureux is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 credentials. His work history includes roles at Fidelity Investments, Rhode Island College, Brooks Brothers, Community College of Rhode Island, and US Valet. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI in research, and its advisory role to multiple registered investment companies.

Joan Costa is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IBM for over two decades before transitioning to financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across various asset classes.

Matthew Corbett is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked in multiple roles within Fidelity since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and manages model portfolios with oversight of affiliated and unaffiliated sub-advisers.