Keith Ninesling is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he worked at Investment Professionals, Inc. for nine years and has experience with the US Census Bureau. He serves as an officer and coordinator of scholarship applications for the Citizens Scholarship Foundation of Mansfield, MA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory with oversight of affiliated and unaffiliated sub-advisers.

Stephanie Mondro is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She joined Merrill in 2026 after previous roles at UBS Financial Services, Chelsea Groton Bank, Infinex Investments, Raymond James Financial Services, and other firms. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Thorpe is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2021, following a 21-year tenure at Merrill. Thorpe also serves as a trustee and co-trustee for a trust in East Greenwich, Rhode Island. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured tools and investment research, managing approximately $2.74 trillion in client assets.

Jack Tubridy is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at ConnSTEP, Caxton FX, CT Financial Partners, and work at the University of Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of fund-of-funds and model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator as well as an advisor to multiple registered investment companies.

Madelyn Cox is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Her prior work history includes roles at Salve Regina University, AARP Foundation, and Castle Hill Inn. 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 discretionary and non-discretionary portfolio management, fund advisory services, and delivers model portfolios using systematic methodologies.

Jeffrey Fontes is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on developing personalized wealth management strategies that align with each client's unique financial objectives and values. Jeffrey leverages investment insights from Merrill and the banking and lending solutions of Bank of America to support clients in navigating changing market conditions. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bryant College. Jeffrey is committed to understanding clients through one-on-one conversations, helping them pursue their life goals while planning their financial legacies. He also participates in community volunteer activities, reflecting Merrill’s tradition of local engagement.

Janet Goglia is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and investment solutions.

Jarred Cody is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Merrill, Bank of America, and Keller Williams Realty. Outside of financial advising, he is involved in sales of home security and automation products through affiliated companies and works in operations for United Parcel Service. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services largely through model-driven strategies managed by third parties.

Nicholas Parker is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Fire Logistics and Town and Country Hardware. Prior to his advisory career, he was affiliated with the University of Vermont and held various other roles. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on each client’s risk profile, utilizing both in-house and third-party managers.

Ryan Pitrus is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his career in 2024. His prior work experience includes roles at Berkshire Hathaway, Locus Robotics, and Century 21. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator, formal advisory roles to multiple registered investment companies, and the use of AI and algorithmic methods in its investment process.

Kevin Doyle is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior work includes positions at Edward Jones, Mass Mutual, and MetLife Securities. He serves on the boards of the RENEW Energy Initiative, Community Preparatory School Development Committee, and Community Action Board. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Karen O'Kane is a Series 66-licensed financial advisor at Merrill with 19 years of industry experience. She has been with Merrill since 2016. 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.

Benjamin Winters is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Franklin & Marshall College and RxSense. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with a distinctive focus on systematic methodologies and oversight.

Farrel Simpson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, following a one-year tenure at UBS Financial Services. 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 plans, corporations, and charitable organizations.

Tyler Troiano is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Merrill Lynch, Citizens Securities, JP Morgan Chase & Co., and Bankers Life. Before entering the financial industry, he worked for five years at Alberto's Pub and Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nathan Keeney is a financial advisor with Fidelity Investments in Smithfield, RI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at AT&T, T-Mobile, and several positions at the University of Connecticut. Outside of finance, he is involved in event catering and food delivery services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction for model portfolios built from mutual funds, ETFs, and ETPs.

Joseph Tamburini is a financial advisor at UBS Financial Services with 33 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2009 to 2022. Tamburini serves as a finance committee member for A Wish Come True, a nonprofit organization that grants wishes to sick children, where he provides oversight of the organization’s endowment. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Aaron McCormick is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009, initially serving as a Senior Registered Client Associate before becoming a Financial Advisor in 2016 with the Nader and McCormick Group. His work centers on building individual client relationships based on trust, integrity, and confidentiality, developing personalized strategies for successful individuals, their families, and businesses. Aaron’s expertise covers a range of financial planning areas including college education planning, family wealth management, legacy planning, retirement planning, portfolio management, tax minimization, and socially responsible investing. His approach to wealth management is consultative and objective, beginning with understanding clients' needs and goals, analyzing their financial situations, and recommending tailored wealth management plans that are regularly reviewed to help clients stay on track. He holds a Bachelor’s degree from Kenyon College and professional designations including Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). During his time at Kenyon College, Aaron was a four-year varsity member of the swim team, a two-time NCAA National qualifier, and served as co-captain in his senior year. Outside of work, his personal interests include boating, football, golfing, photography, scuba diving, skiing, soccer, swimming, tennis, and spending time with his family.

Gregory Dudzik is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at RBC Capital Markets and City National Bank, having previously held positions at Janney Montgomery Scott and Invesco Distributors. 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 a range of wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Domenico Feroce is a financial advisor with Charles Schwab in Providence, RI, holding a Series 66 credential and 10 years of industry experience. He previously worked at Merrill from 2014 to 2022 before joining Charles Schwab and Charles Schwab Bank in 2022. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.