Angelina Dicarlo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Her background includes roles at Fidelity Investments and involvement in entrepreneurial activities such as working with a bridal boutique. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail, institutional investors, and registered investment companies. The firm employs a research-driven investment process that integrates fundamental analysis, quantitative techniques, and systematic portfolio construction using a diversified investable universe.

Todd Camp is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at LPL Enterprise and The Prudential Insurance Company of America. Before entering the financial industry, he worked in the hospitality and retail sectors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.

Patrick Le Beau is a CFP® with 33 years of industry experience and is currently with Morgan Stanley in Providence, RI. His prior roles include positions at Merrill and Bank of America. He serves as President of the board for Foster Forward, a charitable organization that supports foster parents and foster children. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and strategies.

Peter Lenza Jr. is a financial advisor at Merrill with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bank of America, Fidelity Investments, and various positions within the restaurant and retail sectors. He has also worked in education at Bridgewater State University and Bristol Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Andrew Castagliuolo is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has held roles at Superior Marine and Stonehill College prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Javier Jackson Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His background includes roles at Fidelity Investments and earlier positions in education and various service sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Ryan O'Neill is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at CVS Health and employment at Garden Hills Fruit & Deli. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic tools in its research.

Benjamin Greene is a Certified Financial Planner® with 19 years of industry experience, currently serving at Charles Schwab since 2018. Prior to joining Schwab, he worked at Fidelity for 12 years. Outside of his advisory role, Benjamin is active as a musician, performing regularly. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts and provides a range of bundled brokerage, custody, and advisory services.

Douglas Nani is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Parish Finance Council of St. Sebastien Church in Providence. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages a substantial asset base and delivers services both directly and through corporate agreements.

Benjamin Vincent is a CFP® with 18 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Stephen Eno is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1974, focusing on creating financial strategies and providing advice tailored to individuals, their families, and businesses by addressing their short- and long-term financial goals. Stephen holds the Professional Investment Advisor (PIA) designation. He earned a Bachelor's Degree and a Master's Degree from Providence College, as well as a Master's Degree from Bryant College. In addition to his professional work, he is actively involved in community service and volunteers with local organizations, reflecting Merrill Lynch's tradition of community participation.

Joseph Duffey is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he spent ten years at Environmental Solutions Inc., a now-defunct company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Gregory Houghton is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at The Goose Hummock and Stonewood Products, as well as work at the University of Rhode Island’s Accounting Office. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprised of mutual funds, ETFs, and ETPs.

Michael Wharton is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., along with the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) certifications. Michael began his financial career while pursuing a degree in economics at the University of Rhode Island, where he also earned his MBA. His early experience includes work at Webster Bank as a part-time financial consultant. Since joining Merrill Lynch full-time in 2016, Michael has focused on wealth management, working with clients to manage investment portfolios and develop comprehensive financial strategies. He has worked on Merrill's "Premium Elite Plus" desk, advising clients with net worth exceeding $10 million. In 2023, he joined the Calbi-Abbate group at Merrill Lynch, contributing to a team with extensive industry experience. Outside of his professional work, Michael resides in South Kingstown, Rhode Island with his wife Lauren, their son Weston, and two dogs. He is active in his community as a member of the Rotary Club of Wakefield. Michael enjoys outdoor activities such as basketball, golf, and snowboarding.

Jesse Behling is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2012, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Jesse is based in Johnston, Rhode Island. 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 noted for its use of systematic methodologies, AI-enhanced research, and a formal advisory role to multiple registered investment companies and fund-of-funds.

Thomas Lionetti is an Investment Solutions Representative III at Fidelity Investments, where he works with clients to develop comprehensive financial plans tailored to their individual goals. He emphasizes building trust-based relationships to support clients in making financial decisions with confidence and comfort. Since joining Fidelity Investments in 2023, Thomas has progressed through various roles including Customer Relationship Advocate and Investment Solutions Representative I and II. His approach centers on understanding each client's specific circumstances and concerns to ensure they feel heard and understood throughout the financial planning process. Outside of his professional role, Thomas has interests in baseball, comedy, family activities, golf, movies, and reading.

Matthew Corbishley is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience with prior roles at Questar Asset Management and Prudential Insurance Company of America. Outside of his advisory work, he is also a financial services representative selling life, disability, long-term care insurance, and fixed annuities. MassMutual 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-based planning supported by firm-approved analytical tools.

George Panagos is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, Citizens Securities, and New York Life-related firms. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach combines proprietary research and third-party data within a defined investment universe that includes affiliated products and managed accounts.

Joseph Gizzarelli is a financial advisor at Fidelity with five years of industry experience. He previously worked at Merrill from 2014 to 2022 before joining Fidelity. Outside of finance, he owns and operates an online arts and crafts store specializing in drawing and printmaking. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory role to multiple registered investment companies as well as its use of advanced research technologies.

Brendan Mccafferty is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at Morgan Stanley and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.