Kimberly Butterfield is a financial advisor at Cetera with 26 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Butterfield has been affiliated with Cetera Advisors LLC and J. Marshall Associates Inc. for over a decade and serves on the board of the Faxon Animal Rescue League. She is also a board member of the Rotary Club of Fall River. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities, and supports a network of over 10,000 advisors managing more than $256 billion in assets.

Peter Sullivan is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill as well as multiple Fidelity affiliates since 2015. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Kelly Olson is a Series 66 credentialed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Kelly worked at Accenture LLP for six years and held various other roles across different sectors. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction in managing model portfolios drawn from mutual funds, ETFs, and ETPs.

William Avril II is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 42 years of industry experience, including long tenures at MML Investors Services, Inc. since 1996 and Connecticut Mutual Life since 1983. He is also licensed as an agent in individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative annual planning processes.

Jose Clase is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at The Washington Trust Company and Nordblom Management Company, as well as teaching roles at Rhode Island College and the Community College of Rhode Island. 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, pension plans, corporations, and charitable organizations.

Jeremy Cox is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. His prior work includes seven years at Citizens Securities Inc. and Citizens Bank before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research methods.

Nicole Thompson is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 66 designation and previously worked at Merrill for eight years. Outside of finance, she has experience in the hospitality industry, having worked at Allstars Bar and Grill for ten years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Logan Hilger is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity in 2024, he was associated with Sacred Heart University and Scotch Plains Tavern. He has also been involved with Old Saybrook Parks & Recreation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees affiliated and unaffiliated sub-advisers.

Aaron Osei is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at KeyBank, Citizens Bank, Fidelity Investments, and Santander Securities. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, incorporating structured financial planning and utilizing firm-approved tools and models for outcome projections.

Ashley Macksoud is the Resident Director and a Wealth Management Advisor at Merrill's Providence, Rhode Island office. She has been a financial advisor with Merrill Lynch Wealth Management for over 20 years. In addition to co-managing her practice, Ashley holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), Certified Divorce Financial Analyst™ (CDFA™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a qualified Portfolio Manager who provides traditional advice and guidance as well as builds and manages personalized strategies for clients. Ashley focuses on areas such as college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, philanthropic planning, socially responsible and values-based investing, women and wealth, individual and corporate investment strategy, and retirement income. She holds a Bachelor's degree from Providence College and is involved in professional organizations including the Estate Planning Council of Rhode Island and the Kirkbrae Womens Golf Association. In her community involvement, Ashley participates with the Lincoln RI Youth Soccer Association. She enjoys cooking, gardening, golfing, reading, running, soccer, spending time with her family, and traveling.

Keith Kureck is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. In addition to his advisory role, he is a part-time event day employee at Team Ops LLC, a for-profit business he has been associated with since 2011. 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 clients including individuals, high-net-worth clients, and institutions.

Charles Densmore is a financial advisor at Merrill with 20 years at the firm and 11 years of industry experience. He holds the Series 66 designation. 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 a range of individual and institutional clients.

Meghan Barclay is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning menu includes a range of specialized services and utilizes Wells Fargo research and planning tools to develop tailored client recommendations.

Alexander Lunter is a financial advisor with LPL Enterprise, holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Investments from 2016 to 2025. His other business activities include involvement in non-variable insurance services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers and insurance products through affiliated entities.

Emily Erickson is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Her work history includes multiple roles at Fidelity Investments and positions outside finance, such as involvement with Worcester State University and the Specialty Sandwich Company. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Duncan Harp is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. His prior experience includes roles at Edward Jones and Petco. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gbatoh Browne is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Browne worked at Bank of America and Merrill. Strategic Advisers LLC, a Fidelity Investments company where Browne is also affiliated, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its advisory roles to registered investment companies and its use of systematic methodologies and AI-driven research.

Greg Voccio is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at several notable firms, including Merrill, Bank of America, and Citizens Securities. Outside of his advisory work, he sells personal items on eBay. 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 uses a combination of proprietary fundamental research, quantitative analysis, and systematic methodologies in portfolio construction.

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.