Sean Mcsweeney is a financial advisor with Fidelity who holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked in several service and hospitality positions, including at Davio's Northern Italian Steakhouse. Outside of his advisory career, he has experience working in the restaurant industry as a server. Fidelity’s affiliate Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Anton Bownes Ciccarelli is a financial advisor at Charles Schwab & Co., Inc. with a Series 66 credential and less than one year of industry experience. His background includes various roles outside finance, such as work in catering businesses, hospitality, entertainment, and fitness, as well as involvement in a university first-year experience program. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with research-driven due diligence and a large-scale integrated operational structure.

Matthew Bianco is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments and the University of Rhode Island. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and the integration of AI and algorithmic tools in its research.

Jude Hage is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments, Robert Half, Northwestern Mutual, and several other organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios.

Ashley Jordan is a Planning Consultant who collaborates with Financial Consultants and Wealth Management teams to develop financial plans. She focuses on creating tailored planning strategies that align with each client's individual financial journey by emphasizing collaboration and trust. Ashley is committed to building deep client relationships through her approach to financial planning. Outside of her professional work, she enjoys a variety of personal activities including spending time at the beach, camping, canoeing, cooking and baking, participating in family activities, and kayaking.

Michael Klein is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and PNC Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm serves clients on a non-discretionary basis, with access to a broad range of products through its affiliation with the larger J.P. Morgan organization.

Manuel Loureiro III is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Citizens Bank. He has been with Morgan Stanley since 2018, serving in the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, supporting a broad range of investment programs and strategies.

Thomas Richardson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work history includes roles at Navigant Credit Union and various positions during his time at Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing model portfolios made up of mutual funds, ETFs, and ETPs.

Nicholas Stanton is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Charles Schwab. He previously worked for TD Ameritrade for 10 years before joining Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and alternative investment research.

Austin Withycombe is a financial advisor with Fidelity Investments in Providence, RI, holding Series 63 and Series 65 licenses. He has three years of industry experience and has worked at Fidelity since 2022. Prior to his financial career, he held positions at Newport Tent Company and Wakefield Moving and Storage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various asset classes.

Karen Phillips is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at Morgan Stanley and Wells Fargo Clearing before joining Ameriprise in 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that offers tailored retirement-income planning through a centralized team combined with advisor collaboration.

Christopher Casey is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked briefly at Rucker Investments and held various roles at Dell EMC. 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 across mutual funds, ETFs, and ETPs.

Alexander Morse is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked as a seller and streamer on the WhatNot platform and managed an online sports card business as sole proprietor of Morse LLC. 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 to deliver model portfolios and discretionary management.

Erik Glowacki is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. His prior experience includes roles at Bank of America, Citizens Bank, and Eastside Marketplace. Glowacki is also affiliated with Rhode Island College. 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.

Alexander Zimmerman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes multiple roles at the University of Massachusetts Amherst and Investcloud. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, emphasizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

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.