Patricia Hennedy is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2014. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Matthew D'ambra is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Citigroup Global Markets and various divisions within Morgan Stanley since 1995. Outside of his advisory work, he coaches the high school basketball team at Bishop Hendricken High School. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and scenario modeling within its advisory services.

Joseph Kettelle is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Janney Montgomery Scott. He serves on the board of Codac Behavioral Health Services of Pima County, assisting the nonprofit with budgets and funding. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies utilizing both in-house and third-party managers and incorporates features such as tax management and responsible investing.

Ross Marsden is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked in educational roles at Rhode Island College and Bristol Community College. He volunteers as the Director of Coaching for the Coventry Soccer Association, assisting in training and supporting soccer coaches. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across a range of investment products.

Jenny Andersson is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2000 and holds a Series 66 designation. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the International House of Rhode Island, an organization focused on cultural exchange and language development. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and specialized capital markets activities.

Neil Poulicakos is a financial advisor with Charles Schwab in Providence, RI, holding Series 63, Series 65, and Series 66 licenses and 22 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Portfolio Medics, Family First Life Insurance, TD Ameritrade, and Citizens Securities. 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 combines a large client base with an integrated structure offering both non-discretionary and discretionary investment solutions alongside centralized supervisory and custody arrangements.

Brennan Mellor is a financial advisor at Fidelity with a Series 66 designation and one year of experience in the industry. His prior roles include various positions across sectors such as education and management. 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 notable for its advisory roles to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Robert Silva is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hannah Page is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to Fidelity, she held roles at Gregs, Hope Events, Brookline Bancorp, and several other organizations. She is also a commissioned public notary. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs with an emphasis on oversight and conflict-of-interest controls.

Maura Larson is a Financial Consultant at Fidelity Investments, a role she has held since 2019. Prior to this, she worked as an Associate at Brown Brothers Harriman from 2007 to 2019. In her current position, Maura collaborates with clients to develop personalized financial plans aimed at growing and protecting their wealth. Her approach involves discovering what is important to clients both personally and financially, and utilizing Fidelity's resources to co-create strategies that build confidence toward achieving financial goals. Maura holds the Certified Financial Planner (CFP®) designation. Outside of her professional work, Maura enjoys attending concerts, playing golf, listening to music, running, sailing, and traveling.

Timothy O'Rourke is a financial advisor with LPL Financial in Foxboro, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Rockland Trust Co since 2013, where he manages LPL Financial accounts and serves as a relationship manager and business development officer within the trust and wealth management group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of advisors.

James Calbi is a financial advisor at Merrill with Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2001 and Bank of America, N.A. since 2011. Calbi serves as a director and board member for the C and D R Foundation, a charitable organization focused on spinal cord injury research and support for those affected by paralysis. 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.

Gregory Safford is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at AXiA Insurance Services, Inc., Safford Insurance, LLC, and Crye-Leike Insurance, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions operating under a fiduciary standard.

Michael Breen is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and Citizens Bank. Outside of his advisory role, he operates a car cleaning business called Smooth Touch Auto Spa. 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 various services including discretionary portfolio management and fund advisory, and it incorporates systematic methodologies and AI in its investment process.

Steven Clayton Jr. is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Harbour One Bank, the Bureau of Labor Statistics, and service in the United States Marine Corps. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Andrea Williams is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 credential and has been with Merrill since 2009. Williams is also affiliated with Bank of America, where she has worked since 2006. 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.

Paula Morris Grieve is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by affiliated research and model manager options.

Kurt Costa is a financial advisor with Edelman Financial Engines in Providence, RI, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His career includes roles at Financial Engines Advisors, N.E. Private Client Advisors, TD Ameritrade, and Charles Schwab. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner guidance and online tools, offering diversified portfolios and a long-term investment approach.

Thomas Egan is a Financial Consultant I at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans. He focuses on understanding clients' goals and collaboratively providing comprehensive financial planning throughout various stages of life. Thomas has held multiple roles within Fidelity Investments since 2020, progressing from Customer Relationship Advocate to his current position. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2019. He holds insurance licenses in Arkansas and California.

James Tetreault is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Signature Investors, Inc. and Signator Investors, Inc. He is based in Attleboro, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm emphasizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.