Andrea Williams is a financial advisor with Merrill in Providence, RI, holding a Series 66 credential and 19 years of industry experience. She has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 2006. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm's integration with Bank of America allows access to a broad set of products and services beyond those of many peers.

Thomas Egan is a Financial Consultant I at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans. He focuses on understanding clients' goals and collaboratively providing comprehensive financial planning throughout various stages of life. Thomas has held multiple roles within Fidelity Investments since 2020, progressing from Customer Relationship Advocate to his current position. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2019. He holds insurance licenses in Arkansas and California.

James Tetreault is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following a three-year tenure at Signature Investors, Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage services through an integrated platform.

Julia Jimenez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she spent three years at the Isenberg School of Management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it holds distinctive registrations and advisory roles uncommon among large institutional peers.

Jessica Taverni is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and engages in activities such as proxy voting and governance oversight.

Allison Forte is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Sunrun Inc for seven years. She serves as a volunteer board member for Petersham Montessori School, participating in monthly meetings and fundraising activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Griffin Hevey 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 held positions at several academic institutions, including Johnson & Wales University and Rhode Island College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds and model portfolios.

Justin Houle is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Fidelity since 2021. Outside of his advisory role, he is involved with Boston House of Pizza. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios, serving a diverse client base including registered investment companies and an IRS-qualified Charitable Gift Fund.

Robert Oneill is a financial advisor with Thrivent Investment Management in Dedham, MA, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent and its related entities since 2016. Outside of his advisory role, he consults on strategy, marketing, and business development through his firm, Robert J. Oneill & Associates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial plans without discretionary portfolio management. The firm offers these services alongside a managed-account program with a consolidated billing option called WealthPlan.

Antonio Ferrara is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Richard Callahan is a financial advisor with Fidelity and holds Series 63 and Series 65 designations. He has 32 years of industry experience and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios using mutual funds, ETFs, and ETPs.

Ryan Mee is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with families to develop and implement tailored financial plans aimed at securing their retirement goals. He emphasizes building trusting relationships and works collaboratively with clients to regularly monitor and adjust their financial strategies. Ryan has been with Fidelity Investments since 2013, serving in multiple positions including Regional Investment Consultant from 2013 to 2016, Investment Consultant from 2016 to 2017, and Financial Consultant since 2017.

Dawn Smith is a financial advisor with Ameriprise who holds a Series 63 designation and has 33 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of advising, she owns a sober house for women in the Massachusetts Metrowest area and serves on the Board of Directors for the Hopkinton Chamber of Commerce. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

John Holland is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Services Group since 2014. Outside of his advisory role, he serves as a FINRA arbitrator and teaches a digital forensics class at Boston College. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and analytical tools such as Monte Carlo simulations, offering advisory services without providing individual security recommendations as part of standalone planning.

Ainsley Morisseau Cantoral is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She has held roles at Fidelity Investments since 2021 and has prior experience in housing and construction-related businesses. Outside of finance, Cantoral is involved with the Girl Scouts of Southern New England as a co-troop leader. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Keith Ninesling is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he worked at Investment Professionals, Inc. for nine years and has experience with the US Census Bureau. He serves as an officer and coordinator of scholarship applications for the Citizens Scholarship Foundation of Mansfield, MA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory with oversight of affiliated and unaffiliated sub-advisers.

Quan Nguyen is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citizens Securities, Santander Securities, and Santander Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning across topics such as retirement, tax, and estate planning. The firm offers these planning services alongside managed-account programs, maintaining a separation between planning and portfolio management.

Kristine Giovannelli is a financial advisor at Edelman Financial Engines with 20 years of industry experience. She holds a Series 66 designation and has worked with various entities affiliated with Edelman Financial Engines since 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with a focus on diversified portfolios and long-term investment strategies.

Vincent Beaudoin is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jack Tubridy is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at ConnSTEP, Caxton FX, CT Financial Partners, and work at the University of Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of fund-of-funds and model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator as well as an advisor to multiple registered investment companies.