Benjamin Moy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Charles River Medical Associates and University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it engages in formal advisory roles uncommon among large institutional peers.

Dallas Mashburn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity Investments in 2023, he was with Equitable Advisors, LLC for one year. His background includes roles outside finance, such as work at Piezoni's Pizza and experience with YMCA Camp Abnaki. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Caitlin Kerswell is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and has worked at Ameriprise Financial Services since 2015, with prior experience at Marshalls and Cerebral Palsy of Massachusetts. Outside of her advisory role, she is employed by Fantabulous, LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that offers retirement-income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Nicholas Antunes is a Planning Consultant at Fidelity Investments, where he focuses on developing tailored financial plans to meet the unique needs of clients and their families. He has been in this role since 2022. Prior to his current position, Nicholas worked as a Financial Representative at Equitable Advisors from 2020 to 2022. He also served as a Regional Investment Consultant at Fidelity Investments from 2018 to 2020. Outside of his professional work, Nicholas has personal interests that include boating, concerts, being a foodie, golf, sailing, and skiing.

Benjamin Agostini is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. Prior to joining Fidelity in 2025, he held positions at Southern New Hampshire University and Ocean Tides School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios constructed through a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies, use of systematic methodologies, and formal governance procedures.

Neida Fortes is a Financial Consultant at Fidelity Investments, bringing over a decade of experience in financial planning and advising. She has held roles at Fidelity since 2022, progressing from Planning Consultant to her current position. Prior to this, Neida worked as a Financial Advisor at Edward Jones Investments and as a Select Banker at Santander Bank. Her professional focus centers on assisting high net worth families and individuals in developing personalized financial plans tailored to their unique goals. Neida prioritizes understanding each client's situation and emphasizes client education to help them establish achievable financial objectives. Neida holds a California Insurance License. Outside of her professional work, she enjoys family activities, fitness, movies, outdoor adventures, reading, and traveling.

Jeremy Hughes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He worked at RBC Capital Markets for 10 years before joining Wells Fargo Clearing in 2016, where he has been practicing for the past decade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Robert Mcgreen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1999. He specializes in developing strategies and providing advice for high-net-worth individuals, their families, and their businesses to help them achieve both short- and long-term financial goals. As a qualified Portfolio Manager, Robert manages personalized or defined investment strategies, sometimes on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. Robert has been in the financial services industry since 1987. He holds the Accredited Asset Management Specialist (AAMS) designation awarded by the College for Financial Planning Institutes Corp. Additionally, he carries the Personal Investment Advisor (PIA) designation. Robert earned a Bachelor's Degree from Stonehill College. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, retirement planning and income, portfolio management services, women and wealth, and tax minimization.

Amanda Parent is a financial advisor with Edward Jones in Woonsocket, Rhode Island, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she works as a bartender in Providence, Rhode Island. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

David Barry is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to joining Merrill, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he owns and operates a pressure washing business, Barry's Pressure Washing, which he started in high school and continues to run on weekends. 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 plans, corporations, and charitable organizations.

Eric Nunes is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Cumberland Farms, American Eagle Outfitters, and The Home Depot. Nunes has also been employed at the University of Rhode Island and Beaver River Golf Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Eric Frappier is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo since 2019. Prior to that, he was employed at Citizens Bank and its affiliated securities firms from 2016 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Aaron Schulz is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation. His prior work history includes roles at Northwestern Mutual and FedEx Ground, as well as running his own business, Schulz Detailing, from 2016 to 2020. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Caryn Hodges is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and 14 years of industry experience. She previously worked at Merrill from 2000 to 2022 before joining Morgan Stanley Smith Barney LLC in 2022. Outside of her advisory role, Hodges is involved as a bartender with the Knights of Columbus #4190 in Mattapoisett, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools but generally does not provide individual security recommendations in standalone plans.

Nicholas Caccia is a Series 66-licensed financial advisor with LPL Financial, based in West Warwick, RI, and has two years of industry experience. Prior to joining LPL Financial, he held roles at CrossCountry Mortgage, Caliber Home Loans, and First Home Mortgage, with a total of over a decade in mortgage and real estate services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Marcantonio is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Nichols College and in web development. Outside of advisory work, he is involved in property management as the owner of rental properties. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Christopher Abbate is a Wealth Management Advisor with Merrill Lynch Wealth Management and a partner of The Calbi & Abbate Wealth Management Group. He specializes in developing personalized, goals-based financial strategies that address clients' investment and retirement planning, succession planning, liability management, and estate planning needs. His approach is focused on helping clients establish and optimize wealth across generations while managing areas such as divorce transition planning, executive compensation, family wealth management, and retirement income. Christopher holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of Rhode Island. Outside of his professional work, Christopher spends time volunteering in his community and enjoys adventure sports, biking, boating, fishing, music, skiing, surfing, traveling, and spending time with his family.

Scott Royley is a financial advisor with Wells Fargo Clearing in Providence, RI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2007 to 2008. Royley serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Emily Egan is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes positions at Fidelity Investments, Market Basket, The Collegiate Lineup, and the College of William & Mary. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies.

William Locke is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, The Leaders Group, BKA Financial, and BNY Mellon Wealth Management. Locke serves as a 2nd Lieutenant Engineer Officer in the Massachusetts Army National Guard, focusing on mission planning, risk management, and logistics. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process.