Julie Sparrow is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 11 years of industry experience. She is a partner at Guided Financial Strategies, LLC, where she manages client relations, account operations, and office management. Additionally, she is involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with various portfolio management options and third-party manager access, supporting both discretionary and non-discretionary account management.

Ross Yager is a financial advisor with Fidelity in Smithfield, RI, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Fidelity Brokerage Services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted focus on model portfolios and fund advisory services.

Edward Turnbull Jr. is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2009. Outside of his advisory role, Turnbull serves as Treasurer and board member for Big Brothers Big Sisters of Rhode Island and participates on the finance committee of the Peaks Village Homeowners Association. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, providing managed accounts, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and offers tax-efficient overlay services, supported by its integration with Bank of America affiliates.

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 in Providence, RI, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2020 before joining Ameriprise. Outside of his advisory role, he is involved in organizing a Rhode Island Wiffle Ball League, serving as an event planner, archivist, and statistician for the league. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 financial advisor with Fidelity, holding a Series 66 designation and 25 years of industry experience. He has worked across multiple Fidelity entities, including Fidelity Brokerage Services since 2004 and Fidelity Personal and Workplace Advisors from 2018 to 2025. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios used by intermediary platforms.

Benjamin Ross is a financial advisor with Thrivent Investment Management holding a Series 66 designation and three years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2023 and previously held roles at Bryant University and Newton Wellesley Hospital. Outside of his advisory work, Ross referees flag football games for elementary and middle school students in Needham, Massachusetts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers comprehensive, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under consolidated billing arrangements.

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 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Franklin Templeton, Putnam Investments, and Clearbridge Technology Group. He has also worked in academia and the hospitality industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a disciplined investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves multiple registered investment companies and fund-of-funds.

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.

Christopher Lepine is a Series 66 licensed financial advisor with four years of industry experience. He has been with LPL Financial since 2024 and previously worked at Securities America Advisors and McAdam Financial. Lepine also serves as a notary public in Rhode Island. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad network of over 22,800 advisors.

Jamie Mcmanus is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market return estimates in its process.

Joshua Favret is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aimed at achieving their individual goals. He emphasizes understanding each client's unique situation to tailor investment strategies that align with their envisioned future. Joshua has been with Fidelity Investments since 2022, progressing through roles including Financial Planning Associate and various levels of Workplace Planning Consultant before becoming a Financial Consultant in 2024. He holds an Arkansas Insurance License. Outside of his professional role, Joshua enjoys activities such as beach outings, snowboarding, surfing, social events with friends, and exploring culinary experiences.