Yussuf Obaid is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013. 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, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

David Marion is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Fidelity Investments in various roles since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and oversight of affiliated sub-advisers.

Nicholas Corrente is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at The Block Island Ferry and Seven B's Fishing, as well as roles in education at The University of Maine and local schools. 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 plans, corporations, and charitable organizations.

Dawn Ryan is a Financial Consultant at Fidelity Investments, a position she has held since 2024. In her role, she collaborates with clients and their families through a team-based approach to help them work towards their financial goals. Dawn focuses on understanding each client's unique retirement journey and developing plans to build and protect their wealth. Her approach involves coaching clients through the financial planning process, aiming to establish a foundation that fosters confidence and excitement for the future. Outside of her professional responsibilities, Dawn enjoys boating, cooking and baking, participating in family activities, fitness, and hiking.

Sean Stamp is a Financial Advisor with The McGreen Stamp Group at Merrill Lynch Wealth Management. He focuses on offering a comprehensive approach to managing wealth that begins with understanding a client's financial situation and what matters most to them. Based on this understanding, he helps create personalized wealth management strategies to help clients pursue their long-term financial goals. His expertise covers a wide range of areas including college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, and retirement income. Sean emphasizes working closely with clients to develop financial frameworks that adapt to changing market conditions and regulations. Sean holds a Bachelor's Degree from the University of Rhode Island and is a Personal Investment Advisor (PIA). He values community involvement and participates in local volunteering efforts. Outside of work, Sean enjoys fishing, golfing, ice hockey, and skiing.

Ricardo Molina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Santander Securities LLC and Santander Investments. Outside of his advisory work, he is a landlord of rental property in Pawtucket, Rhode Island. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Enright is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bentley University, Eversource Energy, and the Hockomock Area YMCA. 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, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Clara Silva is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. Her previous work includes positions at Bank of America and Fidelity Investments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions. The firm supports a range of client types with various asset allocation approaches and trading implementations.

John Alessandro Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has 33 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he serves as a notary public in the state of Rhode Island. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Scelsa is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at various insurance carriers for W&R Insurance Agencies, Waddell and Reed, Inc., Ameriprise Financial Services, Inc., and Kj Designs and Consulting, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Dorothy Hartnett is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their long-term goals, offering a comprehensive approach to managing wealth. Dorothy integrates investment insights from Merrill and banking solutions from Bank of America to address various aspects of her clients’ financial lives. Her expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, socially responsible and values-based investing, and supporting women and wealth. Dorothy holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Dorothy earned a Bachelor's Degree from Bowdoin College and a Master's Degree from Northeastern University. Outside of her professional work, she has personal interests in boating, golfing, and tennis.

Karly Seiffert is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she worked at FP Solutions at Ameriprise Financial for two years. She has held various roles outside finance, including positions at Zip's Diner and a golf course. 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 to manage model portfolios across a wide range of funds.

John Colantuoni is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Sanborn, Head & Associates and a variety of positions outside the financial industry. He operates an eBay business selling sports cards and clothing. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic approaches to construct model portfolios composed of mutual funds, ETFs, and ETPs.

Cole Spathakis is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Morgan Stanley, Mystic Market, and Coastal Gourmet Catering. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Daniel Lawrence is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles across multiple industries, including retail, food service, and education. He has also been involved with entrepreneurial ventures such as Sole Desire and Run Newport. 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, and institutional investors.

Brian Kallenberg is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citizens Bank, Citizens Securities Inc., and CCO Investment Services. Outside of his advisory role, he serves as Vice President of Football for Abington Youth Football and Cheer, where he handles equipment, registration, and compliance matters. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and systematic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Joseph Robichaud is an Investment Solutions Representative III at Fidelity Investments. In his role, he partners with clients to co-create comprehensive financial plans that align with their financial goals. Joseph emphasizes building strong, trust-based relationships to empower clients in making financial decisions they are comfortable and confident in. Joseph has progressive experience at Fidelity Investments, having advanced through several roles since 2022, including Investment Solutions Representative I and II, as well as Customer Relationship Advocate. His approach focuses on understanding each client's specific situation, goals, and concerns to ensure clients feel heard and understood in every appointment. He holds an Arkansas Insurance License. Outside of his professional work, Joseph enjoys family activities and a variety of outdoor pursuits, including fishing, fitness, golf, kayaking, and snowboarding.

Frederick Rickey III is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. He serves as a finance committee member for Immaculate Conception Parish in Cranston, Rhode Island, where he participates in quarterly financial reviews. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management approaches and extensive affiliated research.

Matthew Thibault is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services that utilize structured discovery processes and firm-approved tools to model financial outcomes.

Marcin Krolikowski is a CFA® charterholder and Series 66 licensee with 10 years of industry experience. He has been with OSAIC since 2018 and previously worked at Sii. In addition to his advisory role, Krolikowski is an associate professor at Providence College and serves as vice president and secretary of the CFA Society Providence. OSAIC serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services with a multi-platform approach that incorporates asset allocation tools, risk assessment, and access to third-party managers.