Ashley Jordan is a Planning Consultant who collaborates with Financial Consultants and Wealth Management teams to develop financial plans. She focuses on creating tailored planning strategies that align with each client's individual financial journey by emphasizing collaboration and trust. Ashley is committed to building deep client relationships through her approach to financial planning. Outside of her professional work, she enjoys a variety of personal activities including spending time at the beach, camping, canoeing, cooking and baking, participating in family activities, and kayaking.

Zachary Shedd is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, N.A. Outside of his advisory role, Shedd worked in education and nonprofit sectors, including positions with Pentucket Regional School District and Connecting for Children & Families. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through Select Portfolio Solutions, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Manuel Loureiro III is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Citizens Bank. He has been with Morgan Stanley since 2018, serving in the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, supporting a broad range of investment programs and strategies.

Thomas Richardson 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 Navigant Credit Union and Workspott/Host Family Stay, as well as several jobs during his academic years. 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 to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Joseph Silvia is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes positions at Bank of America and BayCoast Bank, as well as roles at Fairfield University and several small businesses. 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.

Heather Sullivan is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of fee-based financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and planning tools.

Robert Klingensmith is a financial advisor with Merrill, holding a Series 66 designation and 24 years of industry experience. He 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 plans, corporations, and charitable organizations.

Nicholas Stanton is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Charles Schwab. He previously worked for TD Ameritrade for 10 years before joining Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and alternative investment research.

Joshua Jedd Vargas is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2020 and has also been employed by Bank of America, N.A. since 2025. Outside of finance, he works part-time as a food delivery service employee for Door Dash. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Withycombe is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. He has held positions at Fidelity Investments since 2022 and previously worked at Newport Tent Company and Wakefield Moving and Storage. He studied at Johnson and Wales University from 2018 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Karen Phillips is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her career includes roles at Morgan Stanley and Wells Fargo Clearing before joining Ameriprise in 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that offers tailored retirement-income planning through a centralized team combined with advisor collaboration.

Christopher Casey is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Rucker Investments and Dell EMC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is notable for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.

Linda Cooper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. Her prior roles include positions at Financial Engines Advisors, Voya Financial Partners, and New York Life Investment Management. She also maintains a role with Rockland Trust Company. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alexander Morse is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at several firms and was involved in selling and streaming on the WhatNot platform. Outside of his advisory role, he operates Morse LLC, a business focused on marketing and selling sports cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, offering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Erik Glowacki is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. His prior experience includes roles at Bank of America, Citizens Bank, and Eastside Marketplace. Glowacki is also affiliated with Rhode Island College. 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.

Jordan Friedman is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Bank of America, N.A., Morgan Stanley, and Bryant University. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by deep integration with Bank of America’s broader financial platform.

Alexander Zimmerman is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Investcloud and multiple positions associated with the University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Adam Bouley is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and previously worked at Acushnet Company and PGA Tour Superstore. Outside of finance, he is a certified club fitter and involved in golf equipment sales. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Joseph Rosa Jr. is a financial advisor with Merrill in Riverside, Rhode Island, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2016 and previously worked at Bank of America, N.A. for three years. 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 a range of clients including individuals, high-net-worth individuals, and institutions.

Michael Falcon is a financial advisor with Cetera, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he is the vice president of IRV Fit Personal Training Corp., where he advises on financial matters, and owns Falcon Wealth Management, which provides accounting, bookkeeping, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or develop custom strategies, supported by a network of over 10,000 advisors managing more than $256 billion in assets.