Andrea Woodford is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2008. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brent Huot is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2024. Outside of his advisory role, he has been involved as a consultant for a nonprofit organization focused on social media content and previously worked in business operations management for an online fitness company. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios and offers discretionary and non-discretionary advisory services across a variety of fund structures.

Kimberly Crespi is a financial advisor with Charles Schwab in Providence, RI, holding CFP®, Series 63, and Series 65 credentials and bringing 37 years of industry experience. She has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016. 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by in-house research and a formal alternative-investment program.

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.

Sarah Nisbet is a Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their financial goals and co-create personalized financial plans. She focuses on building relationships and delivering quality planning to help clients work towards their financial success. Sarah has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager before becoming a Planning Consultant in 2024.

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.

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 licenses and one year of industry experience. His prior work includes roles at KeyBank, Starbucks, and Eastern Washington University. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

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 with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with J.P. Morgan entities since 2018 and previously held roles at Santander Securities and John Hancock. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of product types through its affiliations.

Anna Brodeur is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Equitable Advisors in 2020, she worked at Baycoast Bank and New York Life Insurance Company, and was also employed at Bob's Store and Bryant University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory approach involves assessing client information and risk tolerance to match them with program models or discretionary managers, utilizing a mix of third-party asset managers and proprietary offerings.

Russell Gentner is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at UBS Financial Services, Inc. for seven years before joining Morgan Stanley Smith Barney LLC in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Christopher Kear is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has experience working with individuals and families to help them work towards achieving their goals through educated financial planning decisions. Prior to his current role, Christopher served as a Relationship Manager at Fidelity Investments from 2022 to 2024 and as a Financial Representative at the same firm from 2021 to 2022. Before joining Fidelity, he was a Senior Investment Specialist at Merrill from 2020 to 2021. His professional background is centered on financial planning and investment management, allowing him to connect with clients and assist them in making informed decisions aligned with their financial objectives.

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.

Rebecca Sidway is a financial advisor with Merrill in Providence, RI, holding a Series 63 designation and 22 years of industry experience. She has been with Merrill since 2006. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Mc Ginn is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he spent ten years at Alarm.com and two years at Leyton. Outside of his advisory role, he owns Frantic Antic Motorsports LLC, an automotive and transportation business. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a broad range of investment advisory programs. The firm emphasizes a structured planning process supported by firm‑approved tools and manages approximately $2.74 trillion in client assets.

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.

Kimberly Caggiano is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her career includes positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.

Shelley Zicolell is a financial advisor with LPL Financial in Milford, MA, holding seven years of industry experience. She has been with LPL Financial since 2018 and also maintains a longstanding role with Abodeely Insurance Co dating back to 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.