Alexander Zimmerman is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2024, his background includes roles at the University of Massachusetts Amherst and Investcloud. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Adam Bouley is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Acushnet Company and PGA Tour Superstore. Outside of finance, he is a certified club fitter and involved in golf equipment sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Michael Falcon is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he is the vice president of IRV Fit Personal Training Corp., where he advises on financial matters, and owns Falcon Wealth Management, which provides accounting, bookkeeping, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or develop custom strategies, supported by a network of over 10,000 advisors managing more than $256 billion in assets.

Kevin Johnson is a financial advisor at Edward Jones in Franklin, MA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Arthur Larm is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating model implementation to BNY Mellon Advisors.

Anthony Medeiros is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at Moore Agencies, Cellular Sales, and self-employment in a sole proprietorship. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is notable for its use of AI and formal advisory roles with multiple registered funds.

Chad Bearce is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Edward Jones and Northwestern Mutual Investment Services, with additional experience in property maintenance and the restaurant industry. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Kofman is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Cetera in 2025, he spent five years with Avantax Advisory Services and has operated his own CPA practice since 2014, providing tax preparation services for individuals and businesses. He is also a licensed attorney, though he does not actively practice law. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services and supports multiple investment program options, including model portfolios, third-party managers, and customized strategies.

Ross Gobeille is a financial advisor with Ameriprise in Lincoln, Rhode Island, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Drought is a financial advisor with RBC Capital Markets in Providence, RI, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Richard Mollicone is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Ameriprise in 2023, he worked at Massmutual Life Insurance Co and Mass Mutual Investors Services from 2017 to 2023, and at MetLife Securities Inc. from 2010 to 2016. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts.

Pavel Malyuta is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Fidelity Investments and Citizens Securities, Inc. His career includes multiple roles within Fidelity and Citizens Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Rupsa Maity is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to this, she was employed at H & R Block and Lincoln Technical Institute. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with distinctive activities such as commodity pool operation and advisory roles to multiple registered funds.

Kari Lin Blackwell is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity Investments, she worked for seven years at Bally's Twin River Casino. 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 serves a diverse client base including charitable funds and registered investment companies, and its offerings include discretionary portfolio management, fund advisory, and model portfolio delivery.

Eamon Connolly is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His work history includes roles at Fidelity Investments, Vinfen, and Tosca, as well as earlier positions in hospitality and landscaping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of AI and algorithmic methods in research and its advisory role to multiple registered investment companies.

Theodore Trafton is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Outside of his advisory role, he is involved in nonprofit work, serving on the Board of Directors and as Past Chair of the Children’s Wish Group of Rhode Island, and holds multiple positions including Investment Committee Chair and Board Member at The Gordon School. Ameriprise provides retirement-income planning services tailored to individuals nearing or in retirement, combining research-driven strategies with personalized recommendations. The firm serves clients primarily through a centralized retirement-income consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Paul Mcdonough is a financial advisor with RBC Capital Markets in Providence, Rhode Island, holding a Series 66 designation and 26 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Mcdonough serves on the board of the King Philip Walpole Youth Hockey Association, coordinating the Pee Wee hockey program. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and implements strategies through both in-house and third-party investment managers.

Patrick Frieary Jr. is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at The Aquidneck Club and held positions with organizations including the National Park Service, Providence College, and Amazon. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Gary Cartwright is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America from 2015 to 2017 before joining Merrill in 2017. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, using model-based and discretionary investment strategies developed by internal and third-party teams.

Jonathan Fasoli is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity Investments, he held various roles including positions at Hatherly Country Club and The Home Depot. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.