Alexander Morse is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked as a seller and streamer on the WhatNot platform and managed an online sports card business as sole proprietor of Morse LLC. 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 to deliver model portfolios and discretionary management.

Erik Glowacki is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. His prior experience includes roles at Bank of America, Citizens Bank, and Eastside Marketplace. Glowacki is also affiliated with Rhode Island College. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Alexander Zimmerman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes multiple roles at the University of Massachusetts Amherst and Investcloud. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, emphasizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Adam Bouley is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Acushnet Company and PGA Tour Superstore. Outside of finance, he is a certified club fitter and involved in golf equipment sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Kevin Johnson is a financial advisor at Edward Jones in Franklin, MA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Medeiros is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Moore Agencies, Cellular Sales, and self-employment in a sole proprietorship. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 to manage discretionary and non-discretionary portfolios, and it is notable for its use of AI and formal advisory roles with multiple registered funds.

Chad Bearce is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Edward Jones and Northwestern Mutual Investment Services, LLC. Outside of finance, he has been involved in restaurant management and operated a property maintenance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ross Gobeille is a financial advisor with Ameriprise in Lincoln, Rhode Island, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Drought is a financial advisor with RBC Capital Markets in Providence, RI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Richard Mollicone is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at MassMutual Life Insurance Company and Mass Mutual Investors Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Pavel Malyuta is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Fidelity Investments and Citizens Securities, Inc. His career includes multiple roles within Fidelity and Citizens Bank. 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 discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Rupsa Maity is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to this, she was employed at H & R Block and Lincoln Technical Institute. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with distinctive activities such as commodity pool operation and advisory roles to multiple registered funds.

Kari Lin Blackwell is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2023, she worked for seven years at Bally's Twin River Casino. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Eamon Connolly is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Vinfen, Tosca, and Scarlet Oak Tavern. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

Theodore Trafton is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of his advisory role, he is involved in nonprofit work, serving on the Board of Directors and as Past Chair of the Children’s Wish Group of Rhode Island, and holds multiple positions including Investment Committee Chair and Board Member at The Gordon School. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement, combining research-driven strategies with personalized recommendations. The firm serves clients primarily through a centralized retirement-income consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Paul Mcdonough is a financial advisor with RBC Capital Markets in Providence, Rhode Island, holding a Series 66 designation and 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Mcdonough serves on the board of the King Philip Walpole Youth Hockey Association, coordinating the Pee Wee hockey program. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and implements strategies through both in-house and third-party investment managers.

Patrick Frieary Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions in various organizations including The Aquidneck Club and the National Park Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, leveraging a blend of proprietary research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods and AI in research, its role in managing registered investment companies, and its CFTC registration as a commodity pool operator.

Gary Cartwright is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America from 2015 to 2017 before joining Merrill in 2017. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, using model-based and discretionary investment strategies developed by internal and third-party teams.

Jonathan Fasoli is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, his background includes roles at Hatherly Country Club, The Home Depot, and various positions in recreation and education. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers model portfolios, advisory work, and serves in formal roles for multiple registered investment companies.

Ann Stiness is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides customized wealth management strategies for individuals, families, and institutions to align with their unique goals and priorities. Ann has over 30 years of industry experience, focusing on comprehensive wealth management through listening to client needs and tailoring strategies accordingly. Her expertise includes divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. She holds professional designations including Chartered Financial Consultant (ChFC), Certified 401(k) Professional (C(k)P), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). Ann attended Rhode Island College and Johnson & Wales University. She supports Merrill's tradition of community involvement through volunteer service and supports organizations that positively impact local communities. In her personal time, she enjoys hiking, spending time with family, and practicing yoga.