Bryce Schintzius is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. He has 20 years of industry experience, including over a decade at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as president of Goetz Energy Corp and occasionally works as a substitute teacher at a public high school. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, educational seminars, and specialized planning such as divorce and estate-settlement planning.

Benjamin Moy is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and five years of industry experience. He has been with Fidelity since 2021 and previously worked with Blackstone National Golf Club and Worcester Country Club. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as a registered commodity pool operator with advisory roles for multiple registered investment companies.

Julie Sparrow is a financial advisor with Cetera and holds the Series 63 and Series 65 licenses. She has 11 years of industry experience, including roles at LPL Financial and Guided Financial Strategies, where she is a partner. She also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering various portfolio management and financial planning services. The firm operates a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Ross Yager is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments and Merrill, as well as Bank of America, N.A. prior to his current role. 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 algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Edward Turnbull Jr. serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The TDM Group, a team of financial professionals in Providence, RI, dedicated to addressing the planning and investment needs of corporate employees, executives, business owners, and affluent families. Since 1996, Edward has been focused on serving the wealth management needs of clients in the greater New England area. He employs a goals-based approach to investing, prioritizing client objectives and aligning asset mixes accordingly. His expertise includes executive compensation, corporate benefits, stock and option planning, cash flow management, retirement planning, portfolio management, estate planning services, insurance planning, and debt structuring. Edward earned his bachelor's degree from Syracuse University and holds the Certified Financial Planner (CFP) designation, as well as certifications as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Beyond his professional work, he serves on the Board of Directors for Big Brothers Big Sisters of Rhode Island and is involved with the Big Brothers Big Sisters of RI and the Rhode Island Community Food Bank.

John Turchetta is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America and Merrill. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Sarah Kendra is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Metlife Investors Distribution Company for 14 years before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Tyler Duquette is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. His prior work experience includes roles at DoorDash and Academy Physical Therapy, as well as academic involvement at the University of Rhode Island. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies along with delivering model portfolios to intermediary platforms.

Nicholas Faria is a Financial Consultant at Fidelity Investments, where he has worked since 2025. He collaborates directly with clients to assist them in making investment decisions that align with their interests and goals. Prior to his current role, Nicholas held various positions within Fidelity Investments, including Investment Consultant, Planning Consultant, and Investment Solutions Representative III, spanning from 2021 to 2025. His earlier experience includes roles as an Operations Analyst at SCS Capital Management LLC and as a Custody Specialist at State Street Corporation. Nicholas holds an Arkansas Insurance License, which supports his work in the financial services industry. His career reflects a focus on investment consulting and financial planning within reputable financial institutions.

E. Justin Simone is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Bank of America and Merrill from 2015 to 2020. Outside of his advisory role, he is involved in the Rhode Island Wiffle? Ball League as an event planner, archivist, and statistician. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm provides tailored, research-driven recommendation reports that address income, Social Security, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Brian Campanelli is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked in sales independently on an occasional basis. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Jon Reagan is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He partners with clients and their families to help them achieve their financial goals, taking the time to understand their priorities and circumstances before building personalized plans aimed at providing greater peace of mind. Jon has a progressive career with Fidelity Investments, having held roles such as Financial Consultant I (2025-2026), Team Leader in Client Services and Client Services Help Desk (2021-2025), Planning Consultant (2020-2021), Relationship Manager (2018-2020), Financial Representative (2017-2018), and High Net Worth Service Associate (2015-2017), among others. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jon enjoys various physical activities including biking, fitness training, running, swimming, and tennis. He is also engaged in parenthood.

Roger Morrissette is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with Fidelity, having held roles at Fidelity Brokerage Services since 2004 and Fidelity Personal and Workplace Advisors since 2018. Morrissette joined Fidelity Investments in 2025. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios, including the use of model portfolios delivered to intermediary platforms.

Krisana Voss is a financial advisor at Fidelity with nine years of industry experience and holds Series 63 and Series 65 designations. Her prior roles include multiple positions at Citizens Bank and Citizens Securities, as well as a brief period at Southern New Hampshire University. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages day-to-day operations with oversight controls and evaluations to address conflicts of interest.

Benjamin Ross is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bryant University and Newton Wellesley Hospital. Outside of his advisory duties, Ross serves as a referee for a youth flag football league in Needham. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option called WealthPlan, maintaining a separation between planning and investment management services.

Jake Drohen is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He supports clients through various stages of life by helping them pursue their financial goals, working closely to understand each client's unique financial and personal situations. Jake collaborates with clients to develop and implement tailored financial plans. Jake's experience at Fidelity Investments includes progressive roles since 2022, starting as a Workplace Planning Associate, advancing through several levels of Workplace Planning Consultant, and ultimately becoming an Investment Consultant. This progression highlights his growing expertise in investment consulting and workplace financial planning.

Williamjacob Lerman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. He previously worked at Franklin Templeton, Putnam Investments, and Clearbridge Technology Group. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Caleb Daly is an Investment Solutions Representative III at Fidelity Investments, where he partners with individuals and families to develop trust and transparency in order to co-create personalized financial strategies aligned with specific goals and preferences. He has been with Fidelity Investments since 2023, advancing from Customer Relationship Advocate Intern to his current role. His experience includes roles as Investment Solutions Representative I and II, and Customer Relationship Advocate, giving him a comprehensive background in client relationship management and investment solutions. This progression reflects his involvement in developing tailored financial strategies for clients. No additional information about his education, credentials, personal interests, or community involvement is available.

Lauren Medici is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping individuals and families navigate complex financial decisions by integrating investment management, retirement planning, tax-aware strategies, and long-term wealth planning into a comprehensive approach. Prior to joining Merrill Lynch, Lauren worked with large institutional investors and hedge funds, where she gained experience in investment management, portfolio construction, and market analysis. This background provides her with a unique perspective that she applies to wealth management, focusing on building strategies aligned with clients' long-term goals and values. Lauren holds a Bachelor's Degree from Dartmouth College and has earned the Personal Investment Advisor (PIA) designation.

Brandon Kelley is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at New York Life Insurance Company, St. Vincent Hospital, and Market Basket. 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 manages various fund structures and model portfolios, utilizing systematic methodologies and maintaining oversight of sub-advisers and share allocations.