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.

Alan Lao is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at RC Restaurant Group, BJH LLC, Colonial Life, and Waddell & Reed. Outside of financial advising, he has experience in the restaurant industry, having worked at Tokyo Restaurant for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

William Horn is a Series 66 licensed financial advisor with over 20 years of industry experience. He is affiliated with LPL Financial and has been with the firm since 2012. Since 2015, he has also provided advisory services through Global Retirement Partners LLC. Outside of his advisory work, Horn coaches lacrosse. LPL Financial serves individual investors, retirement plans, institutions, and charitable organizations, offering a range of advisory programs and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

James Vittoria is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2015. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm provides a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Garrett Beeley is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked with Merrill since 2019, alongside roles at Bank of America, IndieWhip, WPRI, and Alex and Ani. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brendon Pierce is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, INC., SII, and MetLife Securities Inc. Pierce also operates an insurance brokerage as a sole proprietor, focusing on life, annuities, long-term care, and disability insurance. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and advisory services with portfolio construction supported by firm tools and access to third-party money managers.

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.

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.

Sean Travis is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves on the board of a nonprofit youth baseball organization where he organizes events and manages youth sports activities. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Mary Pothier is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Prior to Merrill, she worked at Bank of America, N.A. starting in 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Daniel Dudemaine is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2023. Prior to that, he spent over a decade at Citizens Securities, Inc. and Citizens Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Jonathan Coleman is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked in various financial roles, including at LPL Financial, Service One Credit Union, and People's Bank. Prior to his financial career, he held positions outside the industry, such as at Chick-Fil-A. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice, utilizing proprietary research and third-party data.

Christopher Goulart is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he has been president of Franlart Nurseries Inc., an agricultural business, since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools.

Chip Poirier is a Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he partners with clients to create, implement, and manage financial plans tailored to their individual goals and needs. His approach focuses on understanding clients' priorities, financial concerns, and definitions of success to develop personalized strategies. Prior to his current role, Chip held several positions at Fidelity Investments, including Vice President of Client Communications from 2011 to 2018, Director of Corporate Transition Services from 2004 to 2011, Vice President and Relationship Manager from 1998 to 2004, and Manager from 1994 to 1998. This extensive experience reflects his longstanding commitment to the financial services industry and client relationship management.

Karen Emma is a financial advisor at Osaic Wealth, Inc. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. She is also president of Universal Wealth Management, LLC, an insurance agency specializing in life, health, and Medicare products. Additionally, Karen serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Ryan Lepage is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and strategies developed by its Global Investment Committee.

Evan Dion is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at South County Juniors, Coastal1 Credit Union, and Meritage, as well as teaching at the University of Rhode Island and local schools. He has also been involved with Blu on the Water since 2021. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Rulla Nehme Pontarelli is a financial advisor with OSAIC, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 24 years of industry experience, including 17 years at John Hancock Financial Services and eight years with OSAIC. In addition to her advisory work, Pontarelli has created a nautical-themed clothing line called Nautical & Fabulous by Rulla, primarily for friends and acquaintances. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, utilizing asset allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios.

Stephen Palmisciano is a financial advisor at Merrill with 50 years of industry experience. He holds the Series 63 designation and has worked at Merrill since 1978, concurrently affiliated with Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide array of investment products and services.

Daniel Kennedy is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he serves as Treasurer for the Norwood High School Athletic Hall of Fame. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients through a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages both in-house and third-party managers, providing various options including tax management and responsible investing.