Edward Mcbride is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors, Agia, and VALIC Financial Advisors. Mcbride is also involved with Brayshaw Financial LLC, where he engages in fixed annuity sales, fixed life insurance, and long-term care services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment approach with a multi-advisor platform offering brokerage and advisory services, incorporating tools such as risk-tolerance questionnaires and portfolio optimization.

Mary Miley is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. She has over 20 years of experience in the financial services industry, partnering with individuals and their families to help grow and protect their wealth through Fidelity's platform. Prior to her current role, Mary worked as a Senior Fixed Income Trader at OFI Institutional Asset Management from 2003 to 2008, and as Vice President and Senior Fixed Income Trader at Columbia Management from 1992 to 2003. Her extensive experience includes expertise in fixed income trading and holistic financial planning. Outside of her professional career, Mary enjoys cooking and baking, family activities, exploring culinary interests as a foodie, reading, and traveling.

Nicholas Ranucci is a Financial Advisor with Merrill Lynch Wealth Management and a Partner in the Sloper-Zawerucka-Ranucci Group. He has six years of experience in the financial services industry, focusing on helping families and small businesses identify their financial goals and develop comprehensive personal wealth analyses. Nicholas holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Finance from Salve Regina University, graduating Magna Cum Laude. He resides in Smithfield, Rhode Island with his wife, Michaela.

James Griffin Jr. is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 alongside a concurrent tenure at Bank of America. 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.

Daniel Defeo is a financial advisor with Primerica Advisors in Foxborough, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of advising, he is involved in sales of loan products and home-related services for affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure and maintaining oversight of model offerings.

Nicholas Prunier is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through several positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and High Net Worth Associate. In his current role, Nicholas partners with clients and their families to develop holistic financial plans tailored to their individual goals. He emphasizes collaboration, candor, and respect to help clients prepare for financial uncertainties and achieve peace of mind regarding their financial futures.

Haley Cerilli is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She works closely with clients to understand their individual situations and priorities, collaborating to develop and implement financial plans tailored to their unique goals and needs. Her experience in the financial industry includes roles as a Planning Consultant and Financial Representative at Fidelity Investments from 2019 to 2024, as well as a Financial Advisor at Merrill Lynch from 2017 to 2019. Outside of her professional work, Haley enjoys activities such as beach visits, biking, golf, reading, and exploring different foods. She is also a pet owner.

Jake George is a Planning Consultant at Fidelity Investments, where he focuses on personalized service and financial planning tailored to the day-to-day needs of wealth clients. He aims to build and maintain client relationships based on trust, reliability, and authenticity. Jake's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Private Client Associate at Clarfeld Citizens Private Wealth and a Licensed Banker at Citizens Bank. His work has centered around supporting clients in managing their financial goals and investments. Outside of his professional career, Jake has personal interests in baseball, fitness, football, social events with friends, pets, and skiing.

Mark Choate is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2008, including seven years at Fidelity Personal and Workplace Advisors. 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 noted for its role in managing model portfolios, advisory work for registered investment companies, and use of systematic methodologies including AI and long-term asset allocation strategies.

Jeff Crawford is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2016. In his role, he works with clients to develop and implement retirement, income, and wealth planning strategies tailored to their individual needs. Jeff's experience includes working with high net worth clients, helping them navigate complex financial landscapes to achieve their goals. He holds a California Insurance License, which complements his financial consulting services. He leverages the suite of resources available through Fidelity to assist clients in creating comprehensive financial plans for themselves and their families.

Edward Pontarelli Jr. is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Oppenheimer & Co from 2009 to 2018. Outside of his advisory work, he owns an auto repair and used car sales business in Providence, RI. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shawn Kenney is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 and Series 63 licenses. His prior work includes roles at CMIT Solutions of Central RI and Ryder System, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and offers oversight of sub-advisers and fund governance.

Dean Cicone is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity Investments since 1994, advancing through various positions including Financial Consultant, Investment Representative, NASDAQ Equity Trader, Agency Equity Trader, Account Representative, and Mutual Fund Trader. Prior to joining Fidelity, he was a Registered Representative at Scudder, Stevens, & Clarke from 1992 to 1994. With over 25 years of experience in the financial services industry, Dean partners with his clients to help them work toward their financial goals. His expertise encompasses financial planning and investment consultation, aiming to assist clients in pursuing their envisioned lifestyle. Outside of his professional work, Dean's personal interests include biking, family activities, golf, reading, running, and skiing.

Daniel Lima is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Prior to his career in finance, he worked as a high school math teacher with the Providence Public Schools and serves as Vice-Chair of the Teach For America Regional Advisory Board in Providence. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Global Investment Committee estimates and Monte Carlo simulations, as part of its advisory process.

Allan Reed is a financial advisor at Merrill with 36 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1990, concurrently serving at Bank of America, N.A. since 2011. 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 Redmond is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliated private bank since 2015, following three years at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.

Joanna Bishop is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and portfolio management services utilizing both in-house and third-party managers.

Daniel Carlson is a financial advisor at Morgan Stanley based in Providence, RI. He holds a Series 66 designation and has entered the industry in 2025. Prior to joining Morgan Stanley, he worked at Procyon Partners, Total Mortgage Services, Bryant University, and Amity Regional High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.

Paul Petronelli Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at VOYA Financial Advisors before joining Cetera Wealth Services and then Cetera. He serves on the boards of The Nemasket Group and The Dick Melloni Youth Foundation, where he is involved in fundraising and charity event planning. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Michael Genetti is a ChFC® with 48 years of industry experience, currently serving at Mass Mutual Investors Services. He has been with Mass Mutual Investors Services since 2017 and has affiliations with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Additionally, he has operated as an independent insurance agent specializing in disability insurance since 1975. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements utilizing firm-approved software and also provides specialized planning programs including divorce, estate settlement, and employer-sponsored planning.