Jessica Nelson is a financial advisor at Ameriprise with 15 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Victor Soto is a CFA® charterholder with 17 years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at MetLife Investors Distribution Company and Brighthouse Securities, LLC. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Sean Carroll is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Empower Retirement for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branch offices, offering discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

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. In addition to his advisory work, he owns CPA and tax consulting businesses in Warwick, RI. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to various platforms and third-party advisers, including proprietary model strategies under the Founders Gate Capital brand.

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.

Nicholas Scanlon is a financial advisor at Fidelity with nine years of industry experience. He holds Series 66 and Series 63 designations. His work history includes roles with Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, 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, employing systematic methodologies and long-term asset allocation benchmarks in its discretionary and non-discretionary services.

John Soucy is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at LPL Financial and Webster Investment Services Inc. Outside of his advisory work, he is the owner of a short-term vacation rental business. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Charles Kelly is a ChFC® with 41 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Cetera Advisors LLC, Investors Capital Corp., OSAIC Services, Inc., Mutual Service Corporation, and Eastern Point Advisors Inc. He is based in Barrington, RI. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Jared Henniger is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2019, following prior roles at Citizens Securities and Citizens Bank. Strategic Advisers LLC, a Fidelity Investments company, offers 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 portfolios comprising mutual funds, ETFs, and ETPs.

Samuel Dean Lee is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity divisions since 2011, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Nicholas Fraser is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a finance committee member for Warehouse 242, a church in Charlotte, NC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Christopher Collins is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2013 and is also associated with Bank of America, N.A. since 2017. Outside of his advisory role, Collins participates as a registered player with USA Volleyball in competitive tournaments. 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, and various institutional investors.