Kimberly Carroll is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large national network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Rosie Zuluaga is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 66, and three years of industry experience. Her prior work history includes roles at Citizens Bank and operating an insurance agency, as well as long-term experience in the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screening and qualitative research to construct model asset allocations.

Michael Silva is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity in 2022, he worked at Merrill from 2016 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jordan Cohne is a financial advisor at LPL Enterprise with 22 years of industry experience. He holds a Series 66 credential and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Cohne is involved in receiving commission trails related to group benefits and life insurance plans. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementations and offers access to third-party asset managers and various financial planning services.

Brent Huot is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in operations management for Forward Fitness and held various positions across multiple sectors. Outside of his advisory role, he consults for the Save America Movement, a nonprofit organization supporting social media content creation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

David Brown is a financial advisor at Fidelity with a Series 66 credential. He has prior experience at the Naval Undersea Warfare Center and Nestle Waters North America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and fund-of-funds.

Steven Dias is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cantella and Co., Inc. and U.S. Financial Advisors. In addition to his advisory role, he is involved in tax services as a Certified Public Accountant. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing multi-billion dollar assets across multiple platforms.

Zankhana Bateman is a Senior Financial Advisor specializing in tailored financial strategies for corporate executives, business owners, and individuals in the sports and entertainment industries. She is part of a dynamic team at Merrill Lynch Wealth Management, where her focus areas include equity plan compensation, portfolio management, retirement planning, trust and estate services, and concentrated stock strategies. Zankhana works closely with clients to help them plan and manage all aspects of their finances and investments. Zankhana holds a Bachelor's degree from Brigham Young University and has earned professional designations including Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her past experience includes work as a Research Analyst at Merrill Bateman Associates - Economic Consulting Group, as well as internships with Transamerica and the Stanford University Wharton College Clean Energy Project. She is multilingual, fluent in Spanish, Italian, and English, and participates in professional and community organizations such as the Church of Jesus Christ of Latter-day Saints, BYU, and Habitat for Humanity. Outside of her professional role, Zankhana values community involvement and leadership, having served as Student Body President at Palo Verde High School and participating in the Italy Milan LDS Mission. She engages in interests including adventure sports, basketball, biking, boating, football, golfing, scuba diving, skiing, volleyball, and spending time with family.

Marc Leone is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at the University of Connecticut, University of Rhode Island, and Ryan Designs LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles that include fund management and model portfolio delivery.

John Gordon is a Series 66 credentialed financial advisor with 19 years of industry experience. He is currently with Cetera and has held roles at CETERA Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, and LPL Financial, LLC. He is also the owner of Summit Star Financial and Summit Star Advisory, where he provides financial planning and asset management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment solutions.

Seth Pearson is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with individuals and families to develop personalized financial strategies that align with their specific goals and preferences. Seth's career at Fidelity Investments began in 2023 as a Customer Relationship Advocate. He progressed through roles including Investment Solutions Representative and Investment Solutions Representative II before attaining his current position in 2026. Throughout his tenure, he has focused on building trust and transparency in client relationships. Outside of his professional work, Seth enjoys family activities and reading.

Hezekiah Willard is a financial advisor at Fidelity with Series 65 and Series 63 credentials and one year of experience. His prior work experience includes roles at KeyBank and Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis. The firm constructs model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Mark Barber is a financial advisor with Raymond James & Associates, holding a Series 66 designation and over 25 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary consulting, and specialized municipal advisory services.

Melissa Seeley is an Investment Consultant currently working at Fidelity Investments since 2024. In her role, she assists individuals and families in progressing towards their financial goals through proactive planning, education, and collaboration. Melissa has experience as a Financial Advisor at Osaic Wealth, Inc. from 2023 to 2024. Prior to that, she worked as a Registered Representative at SagePoint Financial, Inc. in 2023, and as a Registered Representative and Insurance Agent at NYLIFE Securities and New York Life Insurance Company from 2022 to 2023. Through meaningful conversation and connection, Melissa strives to understand her clients' unique situations, needs, concerns, and goals. She partners with them to co-create plans designed to bring greater clarity, confidence, and peace of mind around their financial picture.

Gerard Delannoy is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, he was employed at Santander Securities LLC, Santander Bank NA, and John Hancock / SII. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Anna Brodeur is a financial advisor with Equitable Advisors in Woonsocket, RI, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at Baycoast Bank and New York Life Insurance Company, as well as experience working at Bryant University and Bob's Store. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers. The firm emphasizes matching clients to program models or discretionary managers and provides ERISA fiduciary services through credentialed advisors.

Josue Espanol is a Financial Consultant at Fidelity Investments, where he has worked since 2025. Prior to this role, he served as a National Financial Solutions Advisor at Merrill Lynch from 2024 to 2025. His earlier experience includes positions at Bank of America, where he was a Relationship Manager from 2023 to 2024 and a Relationship Banker from 2021 to 2023. Josue holds insurance licenses in Arkansas and California. His approach to financial planning focuses on collaborating with clients to develop personalized strategies that bring clarity and peace of mind, aiming to help individuals build stability, freedom, and purpose through their financial decisions. Outside of his professional work, Josue has interests in baseball, comedy, fitness, movies, and parenthood.

Laura Fairweather is a Series 66-registered financial advisor with MassMutual Investors Services, bringing three years of industry experience. She has worked at MassMutual Life Insurance Company since 2023 and MML Investors Services, LLC since 2020. Prior to her financial services career, she was employed at Attleboro Public Schools from 2016 to 2020. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning and a variety of investment programs.

Shelley Zicolell is a financial advisor with LPL Financial in Milford, MA, holding eight years of industry experience. She has been with LPL Financial since 2018 and also has a long-standing affiliation with Abodeely Insurance Co dating back to 1985. 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 advisory and brokerage services, including financial planning and access to third-party asset management, utilizing model portfolios and customized strategies supported by advisor-focused technology tools.

Ryan Nulty is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Renewal by Andersen, South County Physical Therapy, Assumption University, and West End Creamery. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad investable universe, applying oversight and systematic methodologies in its advisory process.