Reina King is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at MetLife and Farmers Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Brianna Serapiglia is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked in various service roles, including as a server at Tavern in the Square. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Maxwell Alarie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles in various industries including hospitality and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using a systematic approach and serves as an advisor to registered investment companies and fund-of-funds.

Cody Burnett is a financial advisor at UBS Financial Services in Providence, RI, with 11 years of industry experience. He has been with UBS since 2014 and holds a Series 66 designation. Burnett serves on the board of directors for Wildlife Rehabilitators of Rhode Island, a nonprofit focused on rehabilitating injured or sick local wildlife. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Michael Calise II is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Before joining Fidelity in 2021, he worked at Buffalo Wild Wings and studied at the University of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages multi-manager and fund-of-funds structures, with notable use of systematic methodologies and AI in its investment process.

Hunter Kasarjian is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Nasuni, Subway, and Holliston Superette. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its model portfolios.

Rodrigo Tejada is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Think Tomorrow, Uber, DoorDash, Lyft, Buffalo Wild Wings, Polo Ralph Lauren, and the Community College of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Angel Hall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Angel held roles at Richemont North America and Christopher Trainor & Associates. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

John Ayers III is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he works as a commercial charter pilot. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

Kristen Drost currently serves as an Investment Solutions Representative III at Fidelity Investments, where she partners with clients to develop personalized financial strategies that align with their values and support steady progress toward their financial goals. She has been with Fidelity Investments since 2022, advancing through roles from Customer Relationship Advocate to her current position. Her experience at Fidelity includes positions as an Investment Solutions Representative I and II, providing a solid foundation in investment solutions and client relationship management. Kristen's professional focus is on helping clients navigate their financial journeys with tailored planning and support. Outside of her professional role, Kristen enjoys attending concerts, cooking and baking, engaging in family activities, parenting, reading, and traveling.

Amy Roberts is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her career includes roles at Columbia Management Group and Riversource Investments, among others. She has worked at Merrill and Bank of America since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Wright is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously with Citigroup Global Markets. Outside of advising, he serves on the Board of Governors and Finance Committee of the Country Club of New Bedford. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning both directly and through employer-based agreements.

David Murray is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at the University of Rhode Island and positions with Prospect CharterCARE, DoorDash, and Instacart. 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. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and maintains regulatory registrations including as a commodity pool operator.

Dylan Eleoff Edwards is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Fidelity, he worked at Citizens Bank and its affiliated entities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios and manage registered investment companies.

Robert Martufi Jr. is a financial advisor at Primerica Advisors with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Primerica Advisors and Primerica Financial Services since 1993, concurrently running Martufi and Associates Inc. since 1999. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services through a large network of advisors using model-based investment strategies managed by third-party asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Kyle Couture is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he held roles at DoorDash, BankNewport, and Johnson & Wales University, among others. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and its advisory role to multiple registered investment companies.

Austin Morgan is a Series 66 licensed financial advisor with Fidelity Investments, based in Smithfield, RI. He began his advisory career at Fidelity in 2025 and has prior work experience at Westfield State University and The Hollister Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Michael Kendra is a financial advisor at Ameriprise with Series 65, 63, and 66 credentials and nine years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services since 2015. Outside of advising, he is involved in coaching and consulting through Dynamic Directions-D2, Inc., manages FP Solutions RI, LLC providing financial planning services to Ameriprise advisors, and is a self-publishing author. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

Michael Rozzero is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Charles Schwab Bank SSB. Rozzero serves as a board member of the David Louis Cunha Foundation, participating in decisions on charitable fund allocations. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management with multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services.

Tracey Peterson is a CFP® with 32 years of industry experience, currently serving at Fidelity. She has held multiple roles within Fidelity Brokerage Services since 1993, with a brief period at Ascena Retail in 2019. She works at Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.