Martin Lane is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Hingham Institution for Savings and Ohio State University, as well as experience at South Shore Country Club and Killington Resort. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Alexander Beeber is a financial advisor with Merrill in Providence, RI, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has worked at Merrill since 2014 and Bank of America, N.A. since 2015. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Lamberti is a Planning Consultant at Fidelity Investments, where he works as part of the Wealth Management team. In this role, he partners with clients to identify and execute their financial goals, build and update financial plans, and prepare clients for strategic reviews with their Financial Consultant. He has been with Fidelity Investments since 2021, progressing through roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant in 2025. Prior to joining Fidelity, Christopher worked as an Investment Specialist at Merrill Lynch from 2020 to 2021.

Saywath Luangsidasay is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles at Omnimerce LLC, SCS Financial, and academic positions at the University of Rhode Island and Dr. Jorge Alvarez High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Matthew Morisset is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Histro Kalkanis and Niko Zarras, along with experience in various academic environments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Kimberly Demara is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She worked at Merrill from 2015 to 2023 and returned in 2025, with a period at Morgan Stanley in between. Outside of her advisory role, she is involved in a restaurant and bar business in Lisbon, Connecticut. 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 a range of individual and institutional clients.

Horia Padurean is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at Merrill and other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michael McDevitt is a Wealth Management Advisor and Senior Vice President with The Swick & McDevitt Group, a part of Merrill Lynch Wealth Management. He began his career as an associate at State Street and subsequently worked as an analyst at Loomis Sayles & Company before joining his current team in February 2017. He holds the CERTIFIED FINANCIAL PLANNER® designation, awarded by the Certified Financial Planner Board of Standards, Inc., and also maintains professional credentials as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Leveraging his analytical experience, Michael develops comprehensive financial strategies tailored to each client's unique goals, risk tolerance, and time horizon. His expertise includes asset allocation, retirement planning, education funding, and cash management. He works closely with high-net-worth individuals, families, small- to mid-sized businesses, and specializes in supporting nonprofit organizations and charitable endowments. Michael emphasizes a personalized, goal-based approach, collaborating with clients to design long-term strategies aimed at preserving and growing wealth while aligning with their financial objectives. A native of Rhode Island, Michael earned a Bachelor's Degree from Providence College. He resides in East Greenwich, Rhode Island, with his wife and two sons. Outside of his professional work, he enjoys traveling, golfing, and running, and is actively involved in supporting several local nonprofit organizations.

Nancy Pasquariello is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jean Michel Arcand is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles with NYLIFE Securities LLC, New York Life Insurance Company, and Samplers Inc., where he occasionally worked as an event specialist in adult beverages promotions. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Donald Codori is a financial advisor with LPL Financial based in North Providence, RI, holding the ChFC® and Series 63 designations. He has 55 years of industry experience, having worked at firms including Sagepoint Financial and National Brokerage Service. He is also a licensed notary in Rhode Island. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party providers.

Thomas Barry is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2017. In his role, he collaborates closely with affluent individuals, families, and business owners to help them pursue their wealth management objectives with clarity and confidence. His approach is characterized by intentionality, attention to detail, and an optimistic outlook that guides his client relationships. Thomas holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. His expertise encompasses retirement planning, managing new wealth, education planning, wealth transfer and preservation, and preparing for significant life events such as purchasing a home. He earned a bachelor's degree in economics from Colby College. He resides in Rhode Island with his wife, Paige, and their daughter, Mia. Outside of his professional work, Thomas is active in his local church and participates in outreach events. He also enjoys basketball, golfing, reading, running, and spending time with his family.

Erik Carleton is a financial advisor at UBS Financial Services with the CFA® designation and Series 63 license, bringing three years of industry experience. He previously worked at Textron for eight years before joining UBS in 2022. Outside of his advisory role, he serves on the Investment Committee for Bentley University's endowment and is a board member of the Rhode Island PBS Foundation, where he participates on the Finance and Investment committee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Jefferson Zannoni is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2019, with earlier experience at Congress Wealth Management and Camp Young Judaea. 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 a broad range of mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Frank Soltys is currently an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to understand their goals, values, and aspirations. He helps develop financial strategies tailored to individual needs and aims to build trusted relationships through proactive communication and dependable guidance. Frank has progressed through multiple roles at Fidelity Investments since 2024, starting as a Customer Relationship Advocate and advancing through three levels of Investment Solutions Representative roles. This experience has provided him with a strong foundation in client service and investment solutions. Outside of his professional work, Frank has interests in concerts, football, playing instruments, motorcycles, and caring for pets.

Ryan Hetland is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop wealth enhancement strategies tailored to their values, wishes, and circumstances. He aims to help clients feel confident about their financial futures. Ryan has progressed through several roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2021, advancing to High Net Worth Service Associate in 2022, and moving through the Investment Solutions Representative levels from I to III between 2022 and 2025. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Ryan has interests in fitness and skiing.

Jennifer Hickney is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Her current practice is based in Providence, RI. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and capital market insights to tailor investment solutions and combines institutional trading capabilities with wealth management services.

Claire Ponte Goncalves is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked with Merrill since 1985. Outside of her advisory role, she serves as membership officer for the Minuteman Chapter 2522, a motorcycle group involved in fundraising activities. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Piseth Khuon is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked for Zoll Medical Inc. for 16 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jack Brown is a Series 66-licensed financial advisor with Fidelity Investments based in Providence, RI. He joined Fidelity in 2024 and has prior work experience outside the financial industry, including roles in retail and food service. He attended Sacred Heart University from 2021 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, charities, and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered funds.