William Vincente is a financial advisor at Merrill with 26 years of industry experience. He has been with Merrill since 2009 and holds Series 63 and Series 65 designations. 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.

Mark Quillen is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. His activities include providing non-variable insurance products such as fixed life and disability insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Mark Iafrate is a Series 66 licensed financial advisor with Fidelity, based in Smithfield, Rhode Island, and has one year of industry experience. He previously worked at Farmers Insurance for 12 years before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC 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 manage discretionary and non-discretionary portfolios and model-based investment solutions.

Peter Kalpakgian is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010 in various roles. He began his career with Fidelity as a 401k Representative, progressing through positions including Retirement Brokerage Services, Financial Representative, and Investment Consultant before assuming his current role in 2017. In his role, Peter assists clients with building customized financial plans. He emphasizes a disciplined approach that starts by understanding his clients and their families, focusing on their concerns, challenges, and goals to develop tailored strategies. Peter's extensive experience at Fidelity Investments spans over a decade, covering areas such as retirement services, investment consulting, and financial planning.

Eric Brown is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. His prior experience includes roles at AXA Advisors, LLC, Nike, and a position at Anthony J's Bistro. He has been with Fidelity Brokerage Services LLC since 2021 and Fidelity Investments since 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a registered commodity pool operator, and its advisory activities with multiple registered investment companies.

Geofrey Fridman is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2009, concurrently working with Bank of America, N.A. since 2019. Outside of his advisory role, he is involved in a family-owned for-profit business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Stephanie Burdett is a financial advisor with Fidelity Investments, holding the Series 63 and Series 66 designations and possessing 12 years of industry experience. Her career includes roles at Citizens Securities Inc., Bank of America, Merrill, and Santander Securities. She also worked for Night Nurse Pediatric Triage for six years prior to her financial industry career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios that utilize proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks.

Mark Bowen is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in outside insurance sales, focusing on property/casualty, fixed annuities, and group life renewals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide written recommendations.

Kyle Forsley is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Merchants Fleet, Bryant University, and several other organizations. 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 develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and uses systematic methodologies supported by AI and formal governance procedures.

Wylan Moore is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Moore worked in various roles including at Starbucks and as a delivery driver for a local pizza place. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across multiple investment vehicles.

Edward Yee is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He has worked at Fidelity Investments since 2022 and has prior work experience including a coaching role with the New England Huskies baseball program, where he provided private lessons and team instruction. 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 deliver model portfolios.

Nathan Falso is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at Wells Fargo Clearing Services LLC, Clarfeld, and Citizens Securities Inc. Outside of his advisory work, he is involved in managing rental real estate in Warwick, Rhode Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Kristen Vicente is a financial advisor at Morgan Stanley with nine years of industry experience. She has worked at Morgan Stanley Smith Barney since 2018 and previously held positions at LPL and Citizens Securities. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, utilizing structured planning tools and proprietary investment models. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and employer-sponsored financial planning agreements.

David Brawley is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2014. Outside of his advisory work, he serves as the Grand Knight for the Knights of Columbus Council #330, a charitable organization in North Attleboro, Massachusetts. 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, offering model-based and discretionary strategies tailored for individuals, high-net-worth clients, and various institutional investors.

Aidan Harding is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Outside of his advisory role, he serves as a baseball umpire for the Little North Attleboro League. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and IRS-qualified Charitable Gift Funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios utilizing mutual funds, ETFs, and ETPs.

Patrick Hogan Jr. is a Series 66-credentialed financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at ENE Systems Inc. from 2015 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Sean McGuigan is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Amazon-Guardian Logistics and American Income Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies alongside oversight controls in its portfolio management.

Eric Alcusky is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Driscoll 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 GFD Construction, the Nashville Predators, and Providence College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Karen Lemke is a financial advisor with Edward Jones in Providence, RI, holding Series 63 and Series 66 credentials and 10 years of industry experience. She previously worked at RBC Capital Markets from 2015 to 2019 before joining Edward Jones in 2019. Outside of her advisory role, she serves as a member of the Finance Committee for both the Providence Preservation Society and the Rhode Island chapter of the Daughters of the American Revolution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a nationwide network of over 23,700 financial advisors.