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 with Charles Schwab in Providence, RI, holding Series 63, Series 65, and Series 66 licenses and 22 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Portfolio Medics, Family First Life Insurance, TD Ameritrade, and Citizens Securities. 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 and financial planning services. The firm combines a large client base with an integrated structure offering both non-discretionary and discretionary investment solutions alongside centralized supervisory and custody arrangements.

Brennan Mellor is a financial advisor at Fidelity with a Series 66 designation and one year of experience in the industry. His prior roles include various positions across sectors such as education and management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies and its use of systematic methodologies and AI in portfolio management.

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 Series 63 and Series 66 licenses and two years of industry experience. Prior to Fidelity, she held roles at Gregs, Hope Events, Brookline Bancorp, and several other organizations. She is also a commissioned public notary. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs with an emphasis on oversight and conflict-of-interest controls.

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 with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Harbour One Bank, the Bureau of Labor Statistics, and service in the United States Marine Corps. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

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.

Michael Sweeney Jr. is a financial advisor with Primerica Advisors in Johnston, RI, holding Series 63 and Series 65 credentials and with 10 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2015 and concurrently at Casey EMI since 2016. Outside of advising, he is involved as a subcontractor in home inspections. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by custodial services from Pershing. The firm operates at scale with approximately 3,935 advisors and manages about $15.5 billion in assets.

Paula Morris Grieve is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by affiliated research and model manager options.

Kurt Costa is a financial advisor with Edelman Financial Engines in Providence, RI, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His career includes roles at Financial Engines Advisors, N.E. Private Client Advisors, TD Ameritrade, and Charles Schwab. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner guidance and online tools, offering diversified portfolios and a long-term investment approach.

Thomas Egan is a Financial Consultant I at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans. He focuses on understanding clients' goals and collaboratively providing comprehensive financial planning throughout various stages of life. Thomas has held multiple roles within Fidelity Investments since 2020, progressing from Customer Relationship Advocate to his current position. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2019. He holds insurance licenses in Arkansas and California.

Adithiya Singh is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2024, following six years at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. Singh also owns Mercury Investments Inc., his sole proprietorship established in 2010. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Drew Frazee is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. He has been with Fidelity for nearly 30 years, during which he has built lifetime relationships with clients and their families to create personalized wealth plans aimed at financial success across generations. His extensive experience at Fidelity includes roles such as Vice President, Financial Consultant from 2006 to 2017, Financial Consultant from 2001 to 2006, Retirement Inside Wholesaler from 1998 to 2001, and Retirement Investments Specialist from 1996 to 1998. Throughout his career, Drew has focused on applying his process, core business beliefs, and personal values to prioritize clients' interests. No specific details regarding his education, credentials, personal interests, or community involvement were provided.

Julia Jimenez is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation and has previously worked at the Isenberg School of Management. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios and offers oversight of affiliated and unaffiliated sub-advisers.

Jessica Taverni is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and engages in activities such as proxy voting and governance oversight.

Carlos Martins is a financial advisor with Primerica Advisors in Lincoln, RI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. In addition to his advisory role, Martins is involved in sales of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its services.

Allison Forte is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Sunrun Inc for seven years. She serves as a volunteer board member for Petersham Montessori School, participating in monthly meetings and fundraising activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.