Alma Calimlim is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at several firms, including Fidelity Brokerage Services LLC and Randstad. She also spent three years involved with the American Red Cross. Fidelity's Strategic Advisers LLC, where she is based, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI-driven research tools, and its advisory roles to multiple registered investment companies.

Julie Frazier is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation. Her prior roles include positions at Province Mortgage Associates Inc and Citizens Bank. 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, retirement plans, corporations, and charitable organizations.

Amy Cutler is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2012. 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.

Richard Beaulieu Jr. is a financial advisor at OSAIC with over 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes 33 years at Signator Investors, Inc., followed by eight years at Royal Alliance Associates, Inc. Outside of his advisory work, Beaulieu manages several maritime-related businesses, including yacht charter companies. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset allocation tools and third-party money managers to construct portfolios across various asset classes.

Roger Lapierre is a financial advisor with Ameriprise in Glendale, Rhode Island, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Lapierre serves on the Board of Directors for the Industrial Foundation of Burrillville and is Vice President of the North Shore Drive Association, Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, annual retirement income advice while offering a broad range of advisory, brokerage, and insurance solutions.

Michael Richard is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Citigroup Global Markets and Legg Mason Wood Walker. He has been with Morgan Stanley since 2009, including across its Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Ronald Capraro Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following prior roles at Citigroup Global Markets Inc. and UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and the Estate Planning Strategies Group.

Adriane Medeiros is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Lucas Mariotti is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Investment Consultant, Workplace Planning Consultant, and Workplace Planning Associate. In his current role, Lucas partners with clients to provide clarity and peace of mind in their personal and financial lives by developing customized financial plans. Lucas's approach to financial planning involves clear communication without jargon and a thorough understanding of the client's priorities. He works collaboratively with clients to build plans tailored to their unique needs. His professional experience encompasses a range of consulting roles at Fidelity Investments, reflecting his expertise in financial and workplace planning. Outside of his professional work, Lucas has interests in baseball, beach activities, football, gardening, playing instruments, and music.

David Davtian is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career includes roles at Bank of America and Merrill, as well as prior experience in the retail and food service sectors. 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.

Seth Hall is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Seth is involved in rideshare driving for Lyft. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists, and offers a range of financial planning, consulting, and insurance products.

John Farmer is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial in East Greenwich, RI. His prior work includes roles at Citizens Securities, Inc., Bank Newport, and various other investment firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and diverse investment strategies.

Richard Danforth Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he owns an apiary where he manages beekeeping and honey sales, and he performs as a member of an Irish band playing local gigs in Boston. 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 individuals, high-net-worth clients, and institutional investors.

Prescott Wing is a CFP® with eight years of industry experience, currently serving as a financial advisor at RBC Capital Markets, LLC since 2017. Prior to joining RBC, he worked at MFS from 2015 to 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored portfolio management programs that combine in-house and third-party investment managers with options for tax management, responsible investing, and alternative investments.

Oluwatoyin (Olu) Forrestal is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Merrill since 2012. 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.

Andrew Shuster is a Series 66–licensed financial advisor at Morgan Stanley with 13 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Merrill from 2014 to 2023. Outside of his advisory role, he operates a sole proprietorship focused on aerial drone photography in Rhode Island. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research from its Global Investment Committee.

Nathaniel Camera is a Series 66-licensed advisor at Merrill with no prior industry experience. His background includes roles outside financial services, such as positions at Planet Fitness and University of South Carolina Campus Recreation. 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 individuals, institutions, and charitable organizations.

Brian Proppe is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial, having joined in 2024 after a 14-year tenure at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by proprietary research and technology tools.

Bryan Collins is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Ameriprise and American Enterprise Investment Services. Collins serves as Treasurer on a nonprofit board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Christopher Conti is a financial advisor with Osaic Wealth, Inc. based in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Securities America Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of financial advising, he operates a rideshare service as a sole proprietor. Osaic Wealth, Inc. serves a diverse range of clients, including retail and institutional investors, with integrated brokerage, advisory, and retirement plan consulting services. The firm utilizes various asset-allocation tools and third-party platforms to manage portfolios that may include a broad array of securities and alternative investments.