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.

Miguel Batista is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in behavioral health at Hartford Behavioral Health and Rutgers Behavioral Health UBHC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and it is notable for its use of systematic methodologies and a formal advisory role to multiple registered investment companies.

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.

Daniel Kuhn is a CFP®-designated financial advisor with Morgan Stanley in Providence, RI, and has 14 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank since 2015. Kuhn also serves in the United States Marine Corps Reserve, a role he has held since 2002. 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 financial planning process uses structured discovery and firm-approved tools, offering a range of investment and advisory services across retail and institutional markets.

Matthew Sexton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has previously worked at UniBank for Savings, People's Securities, Inc., Peoples United Bank, Infinex Investments, Inc., and United Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with a focus on diversified investment strategies and technology-supported research tools.

Alex Palermo is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Pitney Bowes and Asociación Padel Integra, as well as positions at Gillette Stadium and Bryant University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Gina Leclair is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 2009 and provides investment management and financial advice to individuals, families, businesses, and nonprofit organizations. Gina focuses on developing personalized strategies to help clients achieve goals such as targeted savings, long-term wealth accumulation, retirement planning, and wealth transfer planning. Gina has significant expertise in retirement and workplace benefits consulting, with specializations in executive compensation and defined contribution plans. She integrates these areas into comprehensive financial strategies tailored to meet the needs of her clients. Her professional credentials include the Certified Investment Management Analyst (CIMA), Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. She holds a Bachelor of Science in Business Administration from Bryant University. Outside of her professional work, Gina is involved with the Community Preparatory School. Her personal interests include cooking, dancing, gardening, and music.

John Palmieri is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. In his role, he constructs custom portfolios that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies to help clients pursue their financial goals in a tax-efficient manner. He works closely with clients through each phase of life, assisting them in defining their financial objectives and crafting strategies tailored to meet those goals. Prior to joining Merrill Lynch Wealth Management, John gained experience at Ernst & Young in the Entrepreneurial Services Group and at the law firm Thacher Proffitt & Wood. He holds a Bachelor of Science degree in Accounting from Villanova University and a Juris Doctorate from Fordham University School of Law. John is also a Personal Investment Advisor (PIA). Outside of his professional work, John is involved in community activities such as Barrington Little League, Barrington Youth Soccer, and Metrowest Basketball Association. His personal interests include chess, golfing, skiing, and spending time with his family.

Matthew Lee is a financial advisor at Fidelity with Series 63 and Series 66 designations and 10 years of industry experience. His prior work includes roles at Bank of America, N.A., and Merrill. Outside of his advisory work, he sells trading cards on eBay. 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 employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Matthew Phipps is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Inc., Merrill Lynch, and Securian Financial Services. He also has a background in the hospitality industry through a role at Matunuck Oyster Bar. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

David Dubois is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has held multiple roles across various organizations, including academic positions at UMass Amherst and work in public schools prior to joining Fidelity. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios and funds.

Matthew Aspeel is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at various organizations, including Amazing Charts and Dr. Day Care. Outside of his advisory work, he submits short fiction as an author for Short Story Publications. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund advisory and model portfolios delivered to intermediary platforms.

Michael Langton is a financial advisor with Ameriprise, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Bryan Schmeling is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as Stewardship and Education Chair at Good Shepherd Lutheran Church and is a board member of the Scituate Business Association in Rhode Island. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses covering a broad range of planning topics, delivered primarily through non-discretionary planning engagements.

David Martin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. David works at 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 integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jennifer Costa is a financial advisor at Fidelity with credentials including Series 63 and Series 66 and four years of industry experience. Her background includes roles at Fidelity Investments and Amazon.com Services Inc, as well as nearly a decade at Mass Audubon. She also contributes to Harvard Business Review Advisory, providing feedback and input on content and research. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Alex Rampone is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he worked at the University of Rhode Island and held positions in the hospitality and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Lauren Brennan is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with UBS Financial Services in Providence, RI. She has been with UBS since 2014. Outside of her advisory role, she serves as secretary and board member for the Community Boating Center, a nonprofit focused on public water access and student sailing programs in Providence. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment solutions and combines wealth management with institutional trading capabilities.

Lucas Maloney is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. Before joining Fidelity, his background includes roles in the restaurant industry and a position at the University of Massachusetts Lowell. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Robert Bekerian is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His previous work includes roles at Northwestern Mutual and Alku, as well as various positions in education and hospitality. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary fundamental research with quantitative and algorithmic strategies and holds registrations uncommon among large institutional peers.