Scott Sapolsky is a financial advisor at Morgan Stanley with a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Wayfair. His background also includes roles outside the financial industry, such as positions at Northeastern University and the Rhode Island Country Club. 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 and offering a range of investment and planning solutions.

Shannon Ferry is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, Shannon worked in the automotive retail sector at Balise Toyota of Warwick and Herb Chambers Volvo Cars Norwood. He holds Series 66 and Series 63 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Joseph Concannon is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. Prior to his current role, Concannon was involved with several companies including IHEARTTUPPERWARE, Dolphin Guages, and Cheezin' Photoboots, and he attended the University of Central Florida. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Allison Cresci Callahan is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, legacy planning, and personal retirement planning. In her role, she focuses on helping families make confident financial decisions through all stages of life by providing clear and empathetic guidance tailored to clients' individual goals. Allison holds a Bachelor's Degree from Rhode Island College and a Master's Degree from Johnson & Wales University. She has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Her approach involves connecting all aspects of her clients' financial lives to prioritize and pursue the goals that matter most to them. Outside of her professional work, Allison's personal interests include biking, music, and skiing.

Jennifer Fernandes is a Series 66-registered financial advisor with Merrill, based in Providence, RI. She has 16 years of industry experience and has been with Merrill since 2010. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Arsenio Borges is a CFP®-credentialed financial advisor with five years of industry experience, currently with UBS Financial Services in Providence, RI. He has been with UBS since 2016 and previously worked at BayCoast Bank and UMass Dartmouth. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm integrates proprietary capital market assumptions and research with a range of financial planning and portfolio management solutions, combining institutional trading capabilities with wealth management services.

Keeley Donnelly is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Keeley worked at The Dunes Club for six years and was a full-time student for four years. Outside of finance, Keeley operates a sole proprietorship selling used clothing on an online platform. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Jessica De Pina is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Robert Fournier Jr. is a financial advisor with Merrill in Providence, Rhode Island, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked at Merrill since 1990 and at Bank of America, N.A. since 2011. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Madoian is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he worked at Sevita Health and held roles in the restaurant industry. Outside of his advisory work, he DJs at bars around Rhode Island. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios.

Jennifer Pagliuca is a financial advisor with Morgan Stanley in Cumberland, RI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis as part of its financial planning process.

Noah Laplante is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes multiple roles within Fidelity since 2022 and earlier positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, applying systematic methodologies and long-term asset allocation benchmarks.

Brant Mcgettrick is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2013. 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.

Paul Derbyshire is a financial advisor with Ameriprise in Franklin, MA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Eric Quinn is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes positions at VOYA Financial Advisors, Gerardi Insurance Services, and Phoenix Home Life. Quinn serves as a board member of Woodstock Academy and is the treasurer of the Woodstock Academy Foundation. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services utilizing both affiliated and third-party managers across various program structures.

Robert Richardson is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he is involved with Mach1 Soccer Club. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Danielle Taglianetti is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Citizens Bank and CCO Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolios.

Sean Sullivan is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with individuals and families to assist them in making informed financial decisions and achieving their financial objectives through personalized planning and ongoing guidance. Sean has extensive experience in the financial services industry, having served in various roles including Vice President and Regional Account Executive at Fidelity Investments from 2016 to 2022, Senior Regional Retirement Consultant from 2013 to 2016, and Senior Regional Investment Consultant from 2011 to 2013. Prior to his tenure at Fidelity, he worked as a Regional Sales Representative for MFS Investment Management between 2010 and 2011, and as a Financial Advisor at Morgan Stanley Smith Barney from 2007 to 2010.

Anne Swiader is a financial advisor with Morgan Stanley in Providence, RI, holding Series 65 and Series 63 licenses and possessing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools.

Joshua White is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has previous work experience at Compass Retirement Consulting Group and has held roles outside finance, including at Dover Recreation and the University of New Hampshire. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its model portfolio services, use of algorithmic methods including AI, and advisory roles with registered investment companies and fund-of-funds.