Elizabeth Forsythe is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Kristopher Green is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has held roles at Infosys, the Community College of Rhode Island, and L Gee Collision. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Krystal Buckley is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for nine years before joining her current firm. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Rosieva Ashong Katai is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2017 and is also associated with Bank of America, N.A. since 2020. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brendan Nolty is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in real estate services with Key Real Estate Services and Keller Williams Realty. He also has experience assisting buyers and sellers as an independent contractor in real estate transactions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of proprietary research, quantitative analysis, and systematic methodologies in its investment process.

Andrew Burke is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he focuses on understanding clients' financial goals, priorities, and retirement expectations to support their financial planning needs. He collaborates with clients to develop personalized plans, implement suitable strategies, and make adjustments as circumstances change. Prior to his current role, Andrew served as an Investment Consultant at Fidelity Investments from 2020 to 2022. He also worked as an Assistant Vice President, Financial Advisor at Citizens Investment Services from 2018 to 2020, and as a Regional Investment Consultant at Fidelity Investments from 2014 to 2018.

Erik Wilcox is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. Prior to joining Equitable Advisors in 2022, he worked at Citizens Securities, Inc. from 2014 to 2022. He is also involved in an outside insurance business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance channels to implement client recommendations.

John Cerilli is a financial advisor with Charles Schwab in Providence, RI, holding a Series 66 designation and seven years of industry experience. He has previously worked with firms including LPL Financial, Merrill Lynch, and JPMorgan Chase. Outside of his advisory role, he operates as an independent insurance agent specializing in personal insurance products. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and alternative investment options.

Kyle Cavanaugh is a financial advisor with Merrill, holding a Series 66 designation and based in Riverside, Rhode Island. He has been with Merrill since 2021 and has prior experience working at Verizon Wireless Zone and NBC Universal. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Kevin Beaulieu is a financial advisor at Osaic Wealth, Inc. with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he worked for Signator Investors, Inc. for 31 years. Beaulieu operates a fixed life insurance brokerage and a life and health insurance sole proprietorship. Osaic Wealth, Inc. serves a wide range of clients including retail investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset allocation tools, risk-tolerance questionnaires, and access to third-party money managers, offering portfolios that include a variety of investment types managed on both discretionary and non-discretionary bases.

Alex Beauregard is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 licenses. He has 11 years of industry experience, all with Merrill since 2015, and has concurrently worked with Market Basket since 2014. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Delva is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and Amazon, as well as academic involvement at the University of Rhode Island. Delva has been affiliated with Merrill since 2021. 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, and institutional investors, combining internal and third-party management with various asset allocation approaches.

Paul Burns is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity Investments since 2021, following roles in staffing and retail sectors as well as studies at Stonehill College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Thomas Bryan is a financial advisor with Ameriprise in Rumford, RI, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, with a focus on assets held in Ameriprise Managed Accounts.

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.

Charles Smith is a financial advisor with Primerica Advisors in Smithfield, RI, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 1999 and has maintained self-employment since 1976. Outside of advisory work, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

David Bogosian is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo and its affiliates since 2011. Bogosian is also involved in independent wealth management through his ownership interests in Bogosian Wealth Management, LLC, and Coastal Capital, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions tailored to clients who meet certain net-worth criteria. The firm integrates advisory services with other financial products and referral channels to serve its clients.