Thomas Wesner is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, DoorDash, and the Woodward School for Girls. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Tanner Willman is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Kettlebrook Golf Club and entrepreneurial ventures. Strategic Advisers LLC, a Fidelity Investments company, 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 deliver model portfolios from a broad investable universe.

Jessica Nelson is a financial advisor with Ameriprise in Warwick, RI, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliate since 2011. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports through a centralized consulting team, supporting clients with tailored, non-discretionary advice.

Conor Manning is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and earlier positions at Bryant University and Moran Shipping Agencies Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering distinctive services such as commodity pool operation and advisory roles to multiple registered investment companies.

Paul Anghinetti is a financial advisor at Merrill with 4 years of industry experience and holds a Series 66 designation. He has been with Merrill since 1987. Outside of his advisory role, he is a co-owner of a family rental property business. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Caprio is a financial advisor at Morgan Stanley with 11 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated for eight years before joining Morgan Stanley in 2022. Caprio holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations in standalone planning.

Jonathon Armand is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill. Outside of his advisory role, he is the sole proprietor of a chicken farm in Rhode Island, where he raises chickens and sells eggs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Andrew Harris is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and over 12 years of industry experience. He has been with Merrill since 2007. Outside of his advisory role, Harris is a part-time flying trapeze coach for Revolution Trapeze, a school of aerial circus arts. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party teams for a range of individual and institutional clients.

Jacob Barreira is a financial advisor with Merrill, holding a Series 66 license and one year of industry experience. His prior work includes roles at Euclid Financial Services and Follett Corporation, as well as experience in education and retail sectors. Outside of finance, he has been involved with Del's Lemonade. 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.

Anindita Banerjee is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and previously worked at Ventois Inc. and Home. 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 for a range of clients including individuals, high-net-worth clients, and institutions.

John Damiano is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Ameriprise Financial Services for 10 years. Outside of his advisory role, he is a CPA and owns two financial service businesses focused on tax and consulting services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals using proprietary and third-party strategies tailored to client objectives.

Ryann Kilgore is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and 19 years of industry experience. Prior to joining UBS in 2021, Kilgore worked at JP Morgan Chase Bank and JP Morgan Securities from 2018 to 2021, and at Santander Securities and Santander Bank from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor financial plans.

Patrick Emond is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Providence, Rhode Island. He joined The V&R Group in 2019 and supports business development alongside ancillary services that include mortgages, insurance, small business retirement planning, and client onboarding. Patrick serves high net worth individuals, business owners, entrepreneurs, and other professionals by offering ongoing financial planning and investment management advice. Patrick’s areas of expertise encompass employee benefits planning, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, employee financial health, personal retirement planning, and individual and corporate investment strategy. His approach emphasizes educating and guiding clients to develop confidence and optimism regarding investing, markets, and retirement planning. Patrick holds a Bachelor's Degree in Economics from Providence College and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in professional and community organizations such as GrowSmart RI, the Rotary Group of Brookline, East Bay Chamber of Commerce, and Mentor Rhode Island. Outside of work, Patrick enjoys baseball, cooking, golfing, reading, running, skiing, spending time with family, and watching movies.

Emily Haik is a financial advisor at Fidelity with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at Chillinghams and Simpleview and has experience in education and hospitality sectors, including roles with CIEE Teach in Spain and Windjammer Surf Bar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

John Soucy is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes 14 years at LPL Financial and 13 years at Webster Investment Services Inc. Outside of advisory work, he owns a short-term vacation rental business operating under 50 Deer Path, LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates as a multi-manager platform with access to both affiliated and third-party investment managers.

Charles Kelly is a financial advisor with Cambridge Investment Research Advisors, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Cetera Advisors LLC and Investors Capital Corporation. Kelly is based in Barrington, RI. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and both discretionary and non-discretionary management, featuring proprietary and third-party model strategies.

Nicholas Fraser is a CFP® with 12 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, he serves on the finance committee of Warehouse 242, a church organization in Charlotte, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Collins is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2017. Outside of his advisory role, he is an active registered player with USA Volleyball, participating in competitive tournaments nationwide. 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 a range of individual, institutional, and charitable clients.

Joseph Choquette III is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked in the restaurant industry for over 20 years, including roles at Champlins Seafood Deck and JPC Pizza Inc. Outside of his advisory work, he is employed as a cook at Champlins Seafood. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors with discretionary and non-discretionary services, fund advisory, and model portfolios built from mutual funds, ETFs, and ETPs.

Arthur Colello is a financial advisor with Cetera who holds the ChFC® designation and has 39 years of industry experience. He has worked with firms including Pioneer Financial Group, where he has served as president since 1999, and Securian Financial Services. Outside of advising, he is a majority shareholder of Elite Brokerage Services Inc., an insurance services firm, and serves on the advisory board of Metroeast Office Condominium I Inc. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary account management.