Christopher Hall is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 37 years of industry experience. His career includes prior roles at Merrill and Bank of America, N.A., spanning over three decades. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Kerri Murray is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 24 years of industry experience. She has been with Fidelity intermittently since 1999 and is currently based in Lincoln, Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage investments across mutual funds, ETFs, and ETPs.

David Mcandrew is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process involves structured discovery conversations and firm-approved planning tools, with services that typically do not include individual security recommendations.

Bryce Schintzius is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. He has 20 years of industry experience, including over a decade at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as president of Goetz Energy Corp and occasionally works as a substitute teacher at a public high school. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, educational seminars, and specialized planning such as divorce and estate-settlement planning.

Sean Cummings is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, advancing from Financial Consultant to his current role. Prior to Fidelity, Sean held various positions at John Hancock, including Financial Consultant, Internal Sales Manager, Senior Internal Wholesaler, and Priority Broker Representative. He also served as Manager of Product Management at Signator Investors Inc. from 2011 to 2013. Sean partners with families to develop comprehensive financial plans tailored to their unique situations. He follows a multi-step process to ensure thoroughness and is committed to delivering an outstanding client experience. His professional background spans financial consulting, sales management, and product management within the investment industry.

Benjamin Moy is a financial advisor at Fidelity with 5 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Blackstone National Golf Club, Kappa Sigma Fraternity, University of New Hampshire, and Worcester Country Club. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage assets.

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.

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.

Krisana Voss is a financial advisor at Fidelity with nine years of industry experience and holds Series 63 and Series 65 designations. Her prior roles include multiple positions at Citizens Bank and Citizens Securities, as well as a brief period at Southern New Hampshire University. Fidelity’s Strategic Advisers LLC, where she is affiliated, 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 develop model portfolios and manages day-to-day operations with oversight controls and evaluations to address conflicts of interest.

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.