Benjamin Winters is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Franklin & Marshall College and RxSense. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with a distinctive focus on systematic methodologies and oversight.

Farrel Simpson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, following a one-year tenure at UBS Financial Services. 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 plans, corporations, and charitable organizations.

Lars Lambrecht is a CFP® professional with 32 years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at Ameriprise Financial Services, Inc. and SagePoint Financial. Lambrecht is involved in divorce financial planning through networking and speaking engagements with organizations such as Vesta Divorce and the Massachusetts Collaborative Law Council. He also volunteers with IRS/AARP Tax Aide to assist low-income seniors with tax filings. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Tyler Troiano is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Merrill Lynch, Citizens Securities, JP Morgan Chase & Co., and Bankers Life. Before entering the financial industry, he worked for five years at Alberto's Pub and Pizza. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nathan Keeney is a financial advisor with Fidelity Investments in Smithfield, RI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at AT&T, T-Mobile, and several positions at the University of Connecticut. Outside of finance, he is involved in event catering and food delivery services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction for model portfolios built from mutual funds, ETFs, and ETPs.

Joseph Tamburini is a financial advisor at UBS Financial Services with 34 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Tamburini serves on the finance committee of the nonprofit A Wish Come True, providing oversight of its endowment fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services.

Aaron Mccormick is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Merrill since 2013. Outside of his advisory work, he owns a sole proprietorship selling original artwork focused on animals and nature and is involved in producing arts and culture-related online audio and video content. 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 various institutional investors.

Gregory Dudzik is a Certified Financial Planner (CFP®) with 12 years of industry experience. He currently works at RBC Capital Markets and City National Bank, having previously held positions at Janney Montgomery Scott and Invesco Distributors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Domenico Feroce is a financial advisor with Charles Schwab in Providence, RI, holding a Series 66 credential and 10 years of industry experience. He previously worked at Merrill from 2014 to 2022 before joining Charles Schwab and Charles Schwab Bank in 2022. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Kyle Lepley is a Wealth Management Advisor with Merrill Lynch Wealth Management and serves as First Vice President and Senior Financial Advisor at The Lepley Group. He provides wealth management strategies and financial solutions tailored to family-specific risk tolerance, time horizons, liquidity needs, and investment goals. The Lepley Group focuses on delivering personalized investment services and comprehensive wealth planning to its clients, aiming to be a lasting resource and valued advisor to families. Kyle joined Merrill Lynch in 2011 after five years of experience with a leading Boston-based institutional investment firm. He holds multiple professional designations including Chartered Retirement Planning Counselor (CRPC®), Certified Plan Fiduciary Advisor (CPFA®), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kyle earned his Bachelor of Science degree in Finance from Saint Joseph’s University’s Haub School of Business where he was an active member of Sigma Phi Epsilon. In addition to his professional work, Kyle serves on the Red Sox Foundation's Advisory Council and is involved with various non-profit and community organizations such as the Tiger Woods Foundation and the Providence La Salle Academy Alumni committee. He is an active member of the Newport Yacht Club and enjoys activities including open ocean sailing, blue water cruising, fishing, and supporting Boston sports teams. Kyle resides in East Greenwich with his wife and two children.

Sierra LaBonte is a Planning Consultant at Fidelity Investments, where she assists clients in creating personalized investment strategies aligned with their unique goals and motivations. She focuses on thoughtful planning and guidance to support clients in achieving long-term financial stability and confidence in their future. Her experience at Fidelity Investments includes progressive roles such as Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. These positions have contributed to her expertise in investment solutions and client relationship management. Sierra holds insurance licenses for both Arkansas and California.

Andrew Carroll is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Pioneer Valley Federal Credit Union, American Honda Finance Company, and Wells Fargo Dealer Services. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves as an adviser to multiple registered investment companies.

Cole Streicher is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has held roles at Fidelity Investments since 2022 and previously worked with Skill's For Rhode Island's Future and the University of Rhode Island. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both 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 manage model portfolios across mutual funds, ETFs, and ETPs.

William Pyles is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Commonwealth Financial Network and Wells Fargo Clearing and Advisors. Outside of his advisory role, he is involved with the Boston Golf Club in Hingham, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various portfolio management strategies.

Kassidy Jean Charles is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Kassidy worked in various roles including positions at Ocean Spray Cranberries, J Crew, and JC Medical Centers. Outside of advising, she manages HRIS and payroll processing for a private internal medicine practice and provides pet care services in the Providence area. 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 systematic portfolio construction to deliver model portfolios across multiple investment platforms.

Michael Marge is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Foxboro, MA. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, and Santander Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Dillon Keeney is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, Citizens Bank, and Lee & Crowley. Outside of finance, he has experience working in landscaping. 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 institutions, supported by internal and third-party asset management teams.

Patrick Donnelly is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leverages the full suite of Merrill Lynch and Bank of America resources to support his clients' personal financial lives. He focuses on providing disciplined planning and investment strategies aimed at helping clients achieve financial security and independence. With expertise in areas including corporate executive services, divorce transition planning, education planning, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, portfolio management, tax minimization, and retirement income, Patrick collaborates closely with clients to address what matters most as they navigate various life stages. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Brown University. Patrick has also served as a past board member of the Brown Club of Boston. Outside of his professional work, Patrick enjoys basketball, football, golfing, hiking, running, and spending time with his family. He emphasizes a client-centered philosophy, asking, "How can I help you improve your quality of life?" as a guiding principle in his advisory approach.

Michael Bogosian is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he works as a freelance videographer, recording local sports games and creating highlight reels. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios including fund advisory and model portfolios, with oversight on sub-advisers and share class allocations.

James Mullen is a Series 66-credentialed advisor at Fidelity with one year of experience in the financial industry. Prior to joining Fidelity, he spent a decade as a freelance saxophonist and operated the Mullen Saxophone Studio, alongside involvement with the Foster-Glo Gloucester Regional School District and Rick's Musical Instruments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and maintains regulatory registrations and advisory roles that distinguish it among large institutional peers.