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.

Hunter Kasarjian is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Nasuni, Subway, and Holliston Superette. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its model portfolios.

Rodrigo Tejada is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Think Tomorrow, Uber, DoorDash, Lyft, Buffalo Wild Wings, Polo Ralph Lauren, and the Community College of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment approach.

Angel Hall is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Angel held roles at Richemont North America and Christopher Trainor & Associates. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

John Ayers III is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliates since 2009. Outside of his advisory role, he works as a commercial charter pilot. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

Kristen Drost currently serves as an Investment Solutions Representative III at Fidelity Investments, where she partners with clients to develop personalized financial strategies that align with their values and support steady progress toward their financial goals. She has been with Fidelity Investments since 2022, advancing through roles from Customer Relationship Advocate to her current position. Her experience at Fidelity includes positions as an Investment Solutions Representative I and II, providing a solid foundation in investment solutions and client relationship management. Kristen's professional focus is on helping clients navigate their financial journeys with tailored planning and support. Outside of her professional role, Kristen enjoys attending concerts, cooking and baking, engaging in family activities, parenting, reading, and traveling.

Amy Roberts is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 designations and with 28 years of industry experience. She has worked at Merrill and Bank of America since 2018 and previously held positions at Riversource Fund Distributors, Riversource Investments, and Columbia Management Group. 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 various institutional entities.

Tracy Cahill is a financial advisor with Equitable Advisors in Warwick, RI, holding a Series 66 designation and 12 years of industry experience. She has been with Equitable Advisors since 2014 and was previously associated with AXA Advisors, LLC for six years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs that incorporate both proprietary and third-party solutions, with a focus on matching clients to appropriate investment models and discretionary managers.

Francis Math Osagie is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America N.A. during his career. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Matrullo is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 designations and has 18 years of industry experience. He has worked at MassMutual since 2017 and was previously with Metlife Securities from 2015 to 2017. Outside of his advisory role, he is involved in insurance brokerage specializing in individual and group life and health insurance, as well as life settlements. MassMutual 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 comprehensive financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-focused planning.

William Hagerty is a Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Rhode Island.

Ryan Melucci is a financial advisor with LPL Financial in Warwick, RI, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2015, following a brief tenure at Merrill in the same year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory capabilities with extensive non-advisory financial services.