Christopher Stevenson is a financial advisor at Edward Jones in Barrington, RI, holding CFP® and Series 66 credentials with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Paychex Inc. and Best Beverage and Catering. He serves as president of the Kappa Delta Phi National Fraternal Alumni Association, managing alumni relations and hosting annual meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment options. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

David Mcandrew is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process involves structured discovery conversations and firm-approved planning tools, with services that typically do not include individual security recommendations.

Nicholas Frasier is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Merrill and Bank of America since 2009. 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, pension plans, corporations, and charitable organizations.

Sean Cummings is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, advancing from Financial Consultant to his current role. Prior to Fidelity, Sean held various positions at John Hancock, including Financial Consultant, Internal Sales Manager, Senior Internal Wholesaler, and Priority Broker Representative. He also served as Manager of Product Management at Signator Investors Inc. from 2011 to 2013. Sean partners with families to develop comprehensive financial plans tailored to their unique situations. He follows a multi-step process to ensure thoroughness and is committed to delivering an outstanding client experience. His professional background spans financial consulting, sales management, and product management within the investment industry.

Edward Turnbull Jr. is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2009. Outside of his advisory role, Turnbull serves as Treasurer and board member for Big Brothers Big Sisters of Rhode Island and participates on the finance committee of the Peaks Village Homeowners Association. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, providing managed accounts, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and offers tax-efficient overlay services, supported by its integration with Bank of America affiliates.

William Francis is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Riverside, Rhode Island. He has seven years of industry experience, including prior roles in public school districts before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Jeffrey Gagnon is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, previously working at LPL Financial and Cuna Mutual Group. His other business activities include serving as an insurance and benefits agent. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, custodians, and proprietary model strategies.

Nicholas Faria is a Financial Consultant at Fidelity Investments, where he has worked since 2025. He collaborates directly with clients to assist them in making investment decisions that align with their interests and goals. Prior to his current role, Nicholas held various positions within Fidelity Investments, including Investment Consultant, Planning Consultant, and Investment Solutions Representative III, spanning from 2021 to 2025. His earlier experience includes roles as an Operations Analyst at SCS Capital Management LLC and as a Custody Specialist at State Street Corporation. Nicholas holds an Arkansas Insurance License, which supports his work in the financial services industry. His career reflects a focus on investment consulting and financial planning within reputable financial institutions.

E. Justin Simone is a financial advisor with Ameriprise in Providence, RI, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2020 before joining Ameriprise. Outside of his advisory role, he is involved in organizing a Rhode Island Wiffle Ball League, serving as an event planner, archivist, and statistician for the league. Ameriprise Financial Services is a large, diversified advisory firm serving 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.

Youset Cruz Lizardo is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Lizardo held roles at Fidelity Investments, Lowe's, Walmart, Home Depot, and Walgreens, as well as educational and nonprofit positions including at Brown University and Trinity Academy for Performing Arts. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jake Drohen is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He supports clients through various stages of life by helping them pursue their financial goals, working closely to understand each client's unique financial and personal situations. Jake collaborates with clients to develop and implement tailored financial plans. Jake's experience at Fidelity Investments includes progressive roles since 2022, starting as a Workplace Planning Associate, advancing through several levels of Workplace Planning Consultant, and ultimately becoming an Investment Consultant. This progression highlights his growing expertise in investment consulting and workplace financial planning.

William Horn is a financial advisor with LPL Financial, holding a Series 66 designation and offering 20 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he coaches lacrosse. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools for advisers.

James Vittoria is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Garrett Beeley is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019, alongside roles at Bank of America and several other firms. 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 institutions.

Lauren Medici is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping individuals and families navigate complex financial decisions by integrating investment management, retirement planning, tax-aware strategies, and long-term wealth planning into a comprehensive approach. Prior to joining Merrill Lynch, Lauren worked with large institutional investors and hedge funds, where she gained experience in investment management, portfolio construction, and market analysis. This background provides her with a unique perspective that she applies to wealth management, focusing on building strategies aligned with clients' long-term goals and values. Lauren holds a Bachelor's Degree from Dartmouth College and has earned the Personal Investment Advisor (PIA) designation.

Jamie Mcmanus is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market return estimates in its process.

Mary Pothier is a Series 66–licensed financial advisor with 26 years of industry experience. She has been with Merrill since 2009 and also works with Bank of America, N.A. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Christopher Goulart is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he has been president of Franlart Nurseries Inc., an agricultural business, since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools.

Chip Poirier is a Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he partners with clients to create, implement, and manage financial plans tailored to their individual goals and needs. His approach focuses on understanding clients' priorities, financial concerns, and definitions of success to develop personalized strategies. Prior to his current role, Chip held several positions at Fidelity Investments, including Vice President of Client Communications from 2011 to 2018, Director of Corporate Transition Services from 2004 to 2011, Vice President and Relationship Manager from 1998 to 2004, and Manager from 1994 to 1998. This extensive experience reflects his longstanding commitment to the financial services industry and client relationship management.

Ryan Lepage is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and strategies developed by its Global Investment Committee.