Amy Roberts is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 designations and with 28 years of industry experience. She has worked at Merrill and Bank of America since 2018 and previously held positions at Riversource Fund Distributors, Riversource Investments, and Columbia Management Group. 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, and various institutional entities.

Daniel Shea is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies with distinctive roles in the industry.

Cory Clark is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at DALBAR, Inc. for eight years and operated the Law Office of Cory Clark for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Murray is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at the University of Rhode Island and positions in various service and retail companies. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Dylan Eleoff Edwards is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Fidelity since 2022 and previously held positions with Citizens Bank and Citizens Securities. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment strategies, including model portfolios delivered to intermediary platforms.

Kyle Couture is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at DoorDash, BankNewport, and multiple positions in academic and community organizations. He has been with Fidelity Investments since 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Austin Morgan is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held several roles at Westfield State University and worked at The Hollister Group and Tj Maxx. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Paul Chaput is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes sixteen years at Winslow, Evans & Crocker, Inc. and two years at Boston Benefits Group. Outside of advising, Chaput works as a locomotive engineer for Keolis Commuter Services and serves in a fiduciary capacity with TCC Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

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.

Daniel Richardson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at the Rhode Island Department of Environmental Management and work in education at Rhode Island College and Ponaganset High School. 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 develop model portfolios that utilize mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and incorporates systematic methodologies and long-term asset allocation benchmarks in its investment process.

Michelle Couture is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 designations and 24 years of industry experience. She has worked at Merrill since 2009 and has been associated with Bank of America, N.A. for over two decades. 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.

Sean Wetherbee is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Shane Welter is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held roles in various sectors including funeral services and healthcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base ranging from retail investors to institutional entities. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Stephen Mccourt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC from 1977 until joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and multiple financial planning and portfolio management solutions.

Hayden Shinn is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Honeyhive Capital and Market on Main, as well as work related to the University of South Carolina and Hilton Head Cabana Services. Fidelity's Strategic Advisers LLC, where Hayden works, provides investment management and advisory services to retail and institutional clients, including managing discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

Alan Slavin is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm offers advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports.

Thomas Carlow Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 10 years of industry experience. He is also an independent contractor and partial owner of 1776 Financial Services Inc. located in Franklin, MA. Additionally, he has been involved in rental real estate through TC2 Realty LLC since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Michael Lucarello is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He is the owner of two tax preparation businesses and manages a beekeeping operation that sells honey. Additionally, he holds an executive producer role in a film investment enterprise. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Christopher Giacin is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His background includes roles at TruVideo, Dedham Country and Polo Club, Menemsha Fish Market, and Fairfield University. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Richard Audet is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked at The Prudential Insurance Company of America and in real estate with Keller Williams Realty. Outside of his financial advisory role, he works as an independent contractor for Twitch Interactive, a video game live streaming platform. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.