David Wright is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following an 11-year tenure at Citigroup Global Markets. Wright serves on the Board of Governors and Finance Committee of the Country Club of New Bedford. Morgan Stanley Wealth Management provides a range of advisory services and financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using advanced modeling tools and offers diverse investment programs through its Financial Advisors and Estate Planning Strategies Group.

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.

Robert Martufi Jr. is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and totaling 33 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 1993 and has operated Martufi and Associates Inc. since 1999. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm operates at scale, with thousands of advisors and billions in assets under management, delivering advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

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.

Michael Yoffee is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has worked with MassMutual Life Insurance Company and Principal Financial Services and serves as president of Professionals With Purpose, a charity-focused business networking group. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized event-driven planning programs.

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.

James Raiola is a ChFC® with 39 years of experience in the financial services industry. He has been with MML Investors Services, Inc. since 1996 and associated with MassMutual Life Insurance Company since 1987. Outside of his advisory role, he is a guitarist in the rock band Colby James Band. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, using collaborative, annual planning engagements supported by firm-approved analytical tools.

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.

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.

Donald Carcieri is a Wealth Management Advisor and partner with the Carcieri and Bock Group at Merrill Lynch Wealth Management. Since joining Merrill in 2014, he has worked with high net worth clients, families, and small business owners to develop and execute comprehensive financial strategies. Carcieri and his team utilize industry research and Merrill's proprietary wealth management technology to deliver tailored goals-based planning and tax-efficient investment strategies. His areas of focus include portfolio construction, income and retirement planning, generational wealth transfers, and relationship management. Carcieri began his career in the financial services industry in 2010. He earned his CERTIFIED FINANCIAL PLANNER® designation in 2016 and became a Certified Plan Fiduciary Advisor professional in 2018. He also holds credentials as a Personal Investment Advisor and Retirement Accredited Financial Advisor. Carcieri graduated from Amherst College with a bachelor's degree, where he was captain of the varsity basketball team and participated in a national championship in 2007. In addition to his professional responsibilities, Carcieri serves on the Diocese of Providence Investment Committee. He lives in Coventry, Rhode Island, with his wife and two sons. Outside of work, he enjoys golf, cooking, learning about wine, playing chess, and coaching.

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.