Thomas Bryan is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Seth Juarez is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Citizens Bank, Aramark, and Walt Disney World. 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, and institutional investors.

Dani Stadelmann is an Investment Consultant at Fidelity Investments, where she collaborates with clients to develop long-term financial plans. She works with a team of business partners to enhance client relationships and provide comprehensive financial guidance aimed at ensuring clients experience peace of mind and confidence throughout their financial journey. Her career in financial services spans over a decade, beginning with roles at Morgan Stanley from 2011 to 2017, including positions as Client Service Associate, Senior Client Service Associate, and Complex Manager Assistant. Since 2017, she has held various roles at Fidelity Investments, progressing from Relationship Manager to Senior Relationship Manager, then Planning Consultant, and currently Investment Consultant. Dani holds a California Insurance License. Outside of her professional work, she enjoys beach activities, kayaking, scuba diving, traveling, and volunteering.

Mariam Shehata Mikhail is a Series 66 credentialed financial advisor with three years of industry experience. She is currently with Fidelity and has previously worked at Merrill Lynch, Citizens Securities, Fifth Third Bank, and HSBC Bank Egypt. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios utilizing mutual funds, ETFs, and ETPs.

Jasmine Vincent is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and previously worked at Open Sky Community Services and ARC of South Norfolk. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model strategies.

James Curran is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior experience includes over a decade at Morgan Stanley and its affiliates before joining Wells Fargo Advisors in 2014. In addition to his advisory role, he owns and operates OHANA Partners LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and uses proprietary research and tools to deliver tailored recommendations, with clients having the option to implement strategies through brokerage or advisory programs.

Charles Smith is a financial advisor with Primerica Advisors in Cranston, RI. He holds Series 63 and Series 65 designations and has 28 years of industry experience. Smith has been associated with Primerica Advisors and Primerica Financial Services since 1999 and has worked as a self-employed advisor since 1976. Outside of advisory activities, he receives non-investment related compensation for referrals involving home security and automation products and other home-related services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm operates on a large scale and delivers advisory services through a model-based approach employing third-party asset managers, with trade execution and custody supported by BNY Mellon Advisors and Pershing.

David Bogosian is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes over a decade at Morgan Stanley in various capacities before joining Wells Fargo Clearing and subsequently Wells Fargo Advisors. He owns BOGOSIAN WEALTH MANAGEMENT, LLC and has a partial ownership interest in Coastal Capital, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Justin Esposito is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work history at Bank New York Mellon and Bank of America/US Trust. Outside of his advisory role, he is also engaged in insurance brokerage focusing on long-term care. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning.

Daniel Humbert is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1991 and has accumulated over 33 years of experience in the financial services industry. Daniel serves as a Managing Director and is a CERTIFIED FINANCIAL PLANNER™ professional, in addition to holding designations as a CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. He is also the founder of HTP & Associates, through which he has provided tailored wealth management services since 1992. Daniel works closely with affluent families, corporate executives, professionals, and business owners to develop customized financial plans that incorporate investment management, retirement and education outlook analysis, insurance strategies, liability management, and trust and estate planning. His team leverages the resources of a large, knowledgeable support staff, managing approximately $1 billion in client assets and liabilities as of early 2020. This approach combines the personalized attention of a boutique setting with the extensive capabilities of a global investment bank. He holds a bachelor's degree from Hofstra University and is affiliated with Merrill Lynch. Daniel is involved in his local community and pursues personal interests including football, golfing, hiking, skiing, swimming, and spending time with his family.

Reina King is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at MetLife and Farmers Insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, overseeing a broad investable universe and utilizing systematic methodologies and long-term asset allocation benchmarks.

Brianna Serapiglia is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked in various service roles, including as a server at Tavern in the Square. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Eric Gunness is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Citigroup Global Markets for five years before joining LPL Financial in 2006. Outside of his advisory work, he is involved in creative pursuits including music and art, and teaches financial literacy through community organizations and churches. He also volunteers as a middle school track coach and supports local groups addressing violence reduction. 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 diverse advisory and brokerage services with access to model portfolios, third-party managers, and institutional platforms.

Elizabeth Welshman is a Series 66 licensed financial advisor with Merrill in Riverside, Rhode Island, where she has worked since 2016. She has 15 years of industry experience. Outside of her advisory role, she serves as a board member and officer for St. Martin's Episcopal Church and has been nominated for the Senior Warden position. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Maxwell Alarie is a financial advisor at Fidelity with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, Maxwell has worked in various positions including at Bruno's Pizza and Freedom Boat Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Kyle Setzer is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has three years of industry experience and has worked with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2023. Outside of his advisory role, he is also licensed as an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC 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 offers collaborative, annual financial planning engagements using firm-approved software and tools, with additional asset- and event-driven planning programs.

Cody Burnett is a financial advisor at UBS Financial Services in Providence, RI, with 11 years of industry experience. He has been with UBS since 2014 and holds a Series 66 designation. Burnett serves on the board of directors for Wildlife Rehabilitators of Rhode Island, a nonprofit focused on rehabilitating injured or sick local wildlife. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jonathan Buttero is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has worked at Merrill since 2014 and has also been with Bank of America, N.A. since 2019. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

Andrew Coucci is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held positions at several organizations including Barry Investment Advisors, Mattapoisett Boatyard, and the University of Rhode Island. 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 a range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Calise II is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2021, he worked at Buffalo Wild Wings and attended the University of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, incorporating algorithmic methods and long-term asset allocation benchmarks.