Louis Kline is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, he worked for Lincoln Financial Advisors for 16 years. He is also the managing partner at Dean Ave Planning Group LLC, a financial planning firm based in Franklin, MA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, with a variety of model-based and discretionary strategies tailored to client objectives.

Charles Last is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Fordham University, BMW of Sudbury, and other organizations. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Levi Shapiro is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Fidelity, he held various roles across education, consulting, and hospitality sectors, including multiple positions at Florida Southern College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a range of investment vehicles.

Cedric Smith is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with clients to understand their priorities and develop strategies aimed at achieving their financial goals. His approach involves listening carefully to clients to help them identify what they value most and working directly with them to design strategies tailored to their aspirations. Smith holds a Master of Business Administration from New York University Stern School of Business and a Bachelor's degree from the University of Michigan. He has earned the Personal Investment Advisor (PIA) designation. He provides clients access to Merrill's global investing resources as well as Bank of America's credit, lending, and banking services. In addition to his professional practice, Cedric Smith is involved with Moses Brown. He is proficient in English and French.

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.

John Thompson is a CFA® charterholder with 33 years of industry experience. He currently works at Fidelity and has held roles at Fidelity Brokerage Services LLC, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Kenneth Jackson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. He has worked at Fidelity Investments since 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages multiple registered investment companies and delivers model portfolios leveraging systematic methodologies and advanced technologies.

Patricia Hennedy is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

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.

Ross Marsden is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked in educational roles at Rhode Island College and Bristol Community College. He volunteers as the Director of Coaching for the Coventry Soccer Association, assisting in training and supporting soccer coaches. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across a range of investment products.

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.

Robert Silva is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has been with Merrill 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hannah Page is a financial advisor at Fidelity with two years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining Fidelity, she worked at several firms including Gregs and Brookline Bancorp. Outside of her advisory role, she is also a licensed public notary. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across mutual funds, ETFs, and ETPs.

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.

James Calbi is a financial advisor at Merrill with Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2001 and Bank of America, N.A. since 2011. Calbi serves as a director and board member for the C and D R Foundation, a charitable organization focused on spinal cord injury research and support for those affected by paralysis. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Breen is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and Citizens Bank. Outside of his advisory role, he operates a car cleaning business called Smooth Touch Auto Spa. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers various services including discretionary portfolio management and fund advisory, and it incorporates systematic methodologies and AI in its investment process.

Steven Clayton Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Harbour One Bank, the Bureau of Labor Statistics, DoorDash, and nine years in the United States Marine Corps. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage a diverse range of investment products.

Andrea Williams is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 credential and has been with Merrill since 2009. Williams is also affiliated with Bank of America, where she has worked since 2006. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.