Neal Engesetter is a financial advisor with UBS Financial Services in Providence, RI, holding a Series 66 designation and 16 years of industry experience. He has worked at UBS since 2020 and previously held roles at SunTrust Bank and SunTrust Investment Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Alicia Larson is a financial advisor with Osaic Wealth, Inc., holding Series 63, 65, and 66 licenses and 34 years of industry experience. She previously worked at Fsc Securities Corporation for 14 years before joining Osaic in 2023. Outside of her advisory role, Larson owns a sole proprietorship related to insurance, focusing on life and long-term care products. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct diversified portfolios across various asset classes.

Matthew D'ambra is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of his advisory role, he coaches the basketball team at Bishop Hendricken High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a range of investment and financial services beyond typical wealth management.

Mark Savastano is a financial advisor with Ameriprise, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he owns Hair Affair, Inc., a retail hair salon, and serves as a mentor to entrepreneurs through the organization E-for-All. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Joseph Kettelle is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Janney Montgomery Scott. He serves on the board of Codac Behavioral Health Services of Pima County, assisting the nonprofit with budgets and funding. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies utilizing both in-house and third-party managers and incorporates features such as tax management and responsible investing.

Elizabeth Burns is a Series 66 designated financial advisor at Merrill with 10 years of industry experience. She has been with Merrill since 2015. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to a wide set of products and services.

Sheila Matthews is a financial advisor with Primerica Advisors in Westport, MA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has worked with Primerica Advisors since 2014 and has experience at Brennan Financial Group and Lynn Durkin, CPA. Outside of her advisory role, she is involved with Matthews & Matthews, LLC, a non-investment-related business based in Boston. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven recommendations and supporting a range of investment strategies managed by unaffiliated asset managers.

Jenny Andersson is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2000 and holds a Series 66 designation. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the International House of Rhode Island, an organization focused on cultural exchange and language development. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and specialized capital markets activities.

Neil Poulicakos is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior experience includes roles at TD Ameritrade, Family First Life Insurance, and Portfolio Medics. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Nicholas Perry is a financial advisor with Merrill holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Coastal Outsourced Solutions/First Citizens Federal Credit Union, New York Life, and a variety of other organizations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Maura Larson is a Financial Consultant at Fidelity Investments, a role she has held since 2019. Prior to this, she worked as an Associate at Brown Brothers Harriman from 2007 to 2019. In her current position, Maura collaborates with clients to develop personalized financial plans aimed at growing and protecting their wealth. Her approach involves discovering what is important to clients both personally and financially, and utilizing Fidelity's resources to co-create strategies that build confidence toward achieving financial goals. Maura holds the Certified Financial Planner (CFP®) designation. Outside of her professional work, Maura enjoys attending concerts, playing golf, listening to music, running, sailing, and traveling.

Ajay Kajaria is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2009 and Bank of America since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide range of products and services.

James Calbi is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch since 2001 and Bank of America since 2011. Outside of his advisory role, he serves as a board member and chair nominee of the C and D R Foundation, a nonprofit focused on spinal cord injury research and support for those affected by paralysis. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, pension plans, and charitable organizations.

David Melendez is a Series 66 licensed financial advisor at Merrill with three years of industry experience. He has worked at Merrill since 2022 and also has a background at Bank of America. Outside of his advisory role, Melendez operates a YouTube channel and maintains an online presence focused on stress relief and personal resilience, drawing on his experience as a decorated combat veteran and former orphan. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of individual and institutional clients.

Paula Morris Grieve is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

Kurt Costa is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He has held positions at several firms, including Financial Engines Advisors, N.E. Private Client Advisors, TD Ameritrade, and Charles Schwab. Costa holds Series 63, 65, and 66 designations. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-driven modeling process and offers both discretionary and non-discretionary management, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment approach.

Adithiya Singh is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2024, following six years at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. Singh also owns Mercury Investments Inc., his sole proprietorship established in 2010. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Drew Frazee is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. He has been with Fidelity for nearly 30 years, during which he has built lifetime relationships with clients and their families to create personalized wealth plans aimed at financial success across generations. His extensive experience at Fidelity includes roles such as Vice President, Financial Consultant from 2006 to 2017, Financial Consultant from 2001 to 2006, Retirement Inside Wholesaler from 1998 to 2001, and Retirement Investments Specialist from 1996 to 1998. Throughout his career, Drew has focused on applying his process, core business beliefs, and personal values to prioritize clients' interests. No specific details regarding his education, credentials, personal interests, or community involvement were provided.

Logan Hammerstein is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2015. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies with access to a broad range of products and services through Bank of America’s platform.

Carlos Martins is a financial advisor with Primerica Advisors in Lincoln, RI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. In addition to his advisory role, Martins is involved in sales of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its services.