Adriane Medeiros is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mark Condon is a financial advisor at MassMutual Investors Services with eight years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2017. In addition to his advisory role, Condon is involved in several entrepreneurial ventures, including founding a company that sells dog training devices and running a podcast focused on promoting local businesses in Massachusetts. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of investment and planning solutions, including specialized programs for divorce planning, estate settlement, and employer-sponsored plans.

David Davtian is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career includes roles at Bank of America and Merrill, as well as prior experience in the retail and food service sectors. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Kelleher is a CFP®-designated financial advisor with J.P. Morgan Securities in Mansfield, MA, bringing four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked for five years at Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary asset allocation advisory program supported by centralized due diligence and a combination of quantitative and qualitative research.

Prescott Wing is a CFP® with eight years of industry experience, currently serving as a financial advisor at RBC Capital Markets, LLC since 2017. Prior to joining RBC, he worked at MFS from 2015 to 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored portfolio management programs that combine in-house and third-party investment managers with options for tax management, responsible investing, and alternative investments.

Andrew Shuster is a Series 66–licensed financial advisor at Morgan Stanley with 13 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Merrill from 2014 to 2023. Outside of his advisory role, he operates a sole proprietorship focused on aerial drone photography in Rhode Island. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research from its Global Investment Committee.

Bryan Collins is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Ameriprise and American Enterprise Investment Services. Collins serves as Treasurer on a nonprofit board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Shawn Fiske is a CFP® and holds a Series 66 license, with 21 years of industry experience. He is currently with OSAIC, where he has worked since 2023, and previously spent 17 years at Sagepoint Financial, Inc. In addition to his advisory role, he provides insurance guidance tailored to clients' specific needs through his involvement with ASH Brokerage. OSAIC Wealth serves a diverse range of retail and institutional clients, including high-net-worth individuals, retirement plans, charities, and corporations. The firm offers a multi-advisor platform that integrates brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and various managed account strategies.

Geoffrey Croteau is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 17 years of experience in the industry, working with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is a partner in a dog boarding and grooming business called Little Paws Bed and Bath Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering asset management and educational programs alongside collaborative, annual planning engagements.

Daniel Kuhn is a CFP®-designated financial advisor with Morgan Stanley in Providence, RI, and has 14 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank since 2015. Kuhn also serves in the United States Marine Corps Reserve, a role he has held since 2002. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, offering a range of investment and advisory services across retail and institutional markets.

Gina Leclair is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 2009 and provides investment management and financial advice to individuals, families, businesses, and nonprofit organizations. Gina focuses on developing personalized strategies to help clients achieve goals such as targeted savings, long-term wealth accumulation, retirement planning, and wealth transfer planning. Gina has significant expertise in retirement and workplace benefits consulting, with specializations in executive compensation and defined contribution plans. She integrates these areas into comprehensive financial strategies tailored to meet the needs of her clients. Her professional credentials include the Certified Investment Management Analyst (CIMA), Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. She holds a Bachelor of Science in Business Administration from Bryant University. Outside of her professional work, Gina is involved with the Community Preparatory School. Her personal interests include cooking, dancing, gardening, and music.

John Palmieri is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. In his role, he constructs custom portfolios that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies to help clients pursue their financial goals in a tax-efficient manner. He works closely with clients through each phase of life, assisting them in defining their financial objectives and crafting strategies tailored to meet those goals. Prior to joining Merrill Lynch Wealth Management, John gained experience at Ernst & Young in the Entrepreneurial Services Group and at the law firm Thacher Proffitt & Wood. He holds a Bachelor of Science degree in Accounting from Villanova University and a Juris Doctorate from Fordham University School of Law. John is also a Personal Investment Advisor (PIA). Outside of his professional work, John is involved in community activities such as Barrington Little League, Barrington Youth Soccer, and Metrowest Basketball Association. His personal interests include chess, golfing, skiing, and spending time with his family.

Paula Tavares is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 17 years of industry experience. Her work history includes roles at Morgan Stanley, Sylvia & Company, Voya Financial Advisors, and Cetera Wealth Services. She is also actively involved as a secretary at St. James St. John School and participates in organizing events for the Women's Fund, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple program structures and third-party money managers.

Lauren Brennan is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with UBS Financial Services in Providence, RI. She has been with UBS since 2014. Outside of her advisory role, she serves as secretary and board member for the Community Boating Center, a nonprofit focused on public water access and student sailing programs in Providence. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment solutions and combines wealth management with institutional trading capabilities.

Hana Couture is a financial advisor with UBS Financial Services in Providence, RI, holding a Series 66 designation and two years of industry experience. Her background includes roles at The Wharf Southern Kitchen and Barkeaters, as well as a teaching position at Rice Memorial High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Dathan Belanger is a Financial Advisor at Merrill Lynch Wealth Management who specializes in comprehensive wealth management. He focuses on helping clients grow and preserve their assets through personalized financial strategies and retirement planning. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Dathan is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He holds a High School Diploma from Somerset High School and has attended the University of Massachusetts System and Nichols College without earning a degree. His approach centers on understanding what matters to clients and their families to create tailored strategies that pursue their financial goals. Outside of his professional work, Dathan's personal interests include gardening, golfing, running, spending time with his family, and writing.

Stephen Doucette is a financial advisor with Raymond James Financial and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including 20 years at Edward Jones and currently serves as president of Doucette Capital, a support company related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Marcello is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2009. He joined Fidelity Investments in 2001 and has held various roles including Financial Planning Consultant, Investments Consultant, Retirement Investment Specialist, and Service Trading Specialist. In his current role, he focuses on educating clients on investment strategies, assisting with comprehensive retirement planning, and empowering them to make informed financial decisions. Christopher holds a California Insurance License, supporting his ability to provide a range of financial services. Outside of his professional responsibilities, he enjoys boating, fishing, gardening, soccer, tennis, and traveling.

Stephen Passias is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America since 2000. Passias also serves as an agent of record on several homeowner insurance policies in Brockton, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and other financial planning services.

Ryan Mcconnell is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Equitable Advisors. Prior to his advisory career, he was employed in various roles including at Quincy College and Quirk Auto Dealers. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.