John Chammat is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Merrill and Johnson & Wales University. 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 proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Grant Alix is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He has been with Fidelity Investments since 2025 and also has experience with Fidelity Brokerage Services LLC. Prior to his financial career, he worked at The Home Depot and attended Bryant University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Tristan Jeffreys is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions in a variety of sectors including logistics, hospitality, and fitness. Outside of his advisory role, his background includes work at several small businesses and service-oriented companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Michael Medici is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he collaborates directly with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to create flexible wealth management plans tailored to individual client needs. His areas of expertise include employee benefits planning, family wealth management strategies, liquidity management, retirement income, portfolio management services, and socially responsible, values-based, and ESG investing. Additionally, he serves clients involved in sports and entertainment and focuses on tax minimization and managing new wealth. Michael holds a Bachelor's Degree from the University of Rhode Island and holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, he is involved in the community as a youth soccer coach and has personal interests that include adventure sports, boxing, football, golfing, hiking, music, soccer, swimming, writing, and spending time with his family.

Yonatan Dagan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in hospitality and retail, including positions at Newport Restaurant Group and LA Floralista. Outside of finance, he works as a bartender at Celeste, a restaurant in Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Adam Pennacchio is a Series 66-licensed financial advisor with Morgan Stanley, based in Providence, RI, and has 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

John Conroy is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Citizens Securities, Citizens Bank, and Morgan Stanley. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Marc Gustafson is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of America, Liberty Mutual, and Lustig Glaser and Wilson. Merrill, alongside 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leo Redgate is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His work history includes roles at Fidelity Investments, Live Nation, and Providence College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Brett Canzano is a Financial Consultant who works closely with clients to develop financial plans that support their financial and life goals. He aims to build lasting relationships by providing easy-to-understand education and personalized strategies that address clients' evolving needs. Brett has professional experience as a Benefits & Planning Consultant and Executive Services at Fidelity Investments from 2023 to 2024, as well as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. He holds insurance licenses in Arkansas and California. Outside of his professional role, Brett has interests in cooking and baking, fitness, food, music, reading, and running.

Gilbert Medeiros is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Bank of America and has experience in diverse fields including the Eastern Poker Tour and teaching at Bristol Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

John Jamieson is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2026 and has prior experience in the restaurant and hospitality industry, including roles at Precint 10 Restaurant, Granite Links Golf Club, Bay Pointe Waterfront Restaurant, and Gustos Pizza. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Lavergne is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise in 2020, he worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2013 to 2020. He serves on the board of directors for the Steere Farm Estates homeowners association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Mahoney is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2017. 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.

James Cannon is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he was employed at the University of Rhode Island for three years and worked at the Rhode Island Country Club for nine years. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary strategies developed by internal and third-party teams and offers various portfolio implementation options including tax-aware strategies.

Kara Museler is a financial advisor with UBS Financial Services in Providence, RI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Peter Corsi Jr. is a financial advisor with UBS Financial Services in Providence, RI, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His prior roles include positions at Crestwood Advisors LLC and Endurance Wealth Management, Inc. He joined UBS Financial Services in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a wide range of financial solutions including discretionary portfolio management and alternative product distribution.

Christopher Gendron 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 Enterprise Bank and the Metropolitan Police Department. 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 manage diversified portfolios and model strategies.

Christopher Hall is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds a Series 63 designation and has previously worked at Bank of America, N.A. and Merrill. Raymond James & Associates, Inc. is a large 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, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

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.