Maria Batastini Dell'ovo is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as an executive board member of the Cole Strange Foundation. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting clients approaching or in retirement with substantial investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax-efficient strategies and adaptive withdrawals.

Douglas Bennet is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Douglas has earned a Bachelor's Degree from the University of Rhode Island and a Master of Business Administration (MBA) from Plymouth State University.

Ross Granick is an Investment Management Consultant II at Fidelity Investments. In this role, he works closely with families to help them discover, develop, and pursue their financial goals. He has been with Fidelity Investments since 2018, progressing through several positions including Premium Client Services, Investment Solutions Representative, Investment Management Consultant, and currently Investment Management Consultant II. His experience spans various aspects of financial consulting and investment management, allowing him to support clients in managing their financial plans effectively. Ross holds insurance licenses in Arkansas and California, which support his advisory capabilities. Further educational background and personal interests have not been provided.

Julia Bergh is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked with Baystate Financial Services, Inc. and the Massachusetts Army National Guard. Outside of financial services, she works as an independent contractor providing pet sitting services. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory role to multiple registered investment companies.

Zachary Goslin is a financial advisor with Fidelity in Smithfield, RI, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior roles include positions at Merrill and Bank of America. 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 utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Matthew Canning is a financial advisor at Merrill in Providence, RI, holding a Series 66 designation with two years of industry experience. Prior to joining Merrill, he held multiple roles at Assumption University and worked in the retail and hospitality sectors. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Benjamin Donovan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to his current role, he held various positions including at UMASS Amherst and Freedom Boat Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary and non-discretionary advisory services, including model portfolios built from a broad investable universe of mutual funds, ETFs, and ETPs.

Joshua Cabral is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he held positions at various companies including Token Auto Spa and Charles Millard Inc. Outside of finance, he worked as a server at Perro Salado, a restaurant in Newport, Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Eugene Simone is a financial advisor at Ameriprise with 56 years of industry experience. He previously worked at Merrill for over four decades and Bank of America for 11 years before joining Ameriprise in 2020. He holds a Series 63 designation. Outside of his advisory work, he serves on the board of directors for an educational foundation in Providence, Rhode Island. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Matthew Nicolelli is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management based in Providence, Rhode Island. He works with individuals, families, professionals, retirees, executives, and business owners across Rhode Island, New England, and the United States. Matthew focuses on helping clients develop personalized financial strategies that align with their priorities, including retirement planning, investment management, tax-efficient investing, education funding, estate planning, and wealth transfer planning. Matthew holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Northeastern University. In his role, he assists clients with complex financial decisions such as Social Security claiming strategies, Roth IRA conversions, 401(k) rollovers, and retirement income planning. Outside of his professional work, Matthew enjoys activities such as football, golfing, hiking, pickleball, reading, skiing, spending time with his family, and traveling.

Jeffrey Enos is a Series 66-licensed financial advisor with Merrill in Providence, RI, where he has worked since 2014. He has 11 years of industry experience. 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.

Brian Ramage is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Newport RV Park and Fremont University. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Katie Ranney is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 14 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and data analytics.

Daniel Helton is a financial advisor at Fidelity with 12 years of industry experience. He has worked at Fidelity since 2021 and previously held roles at Citizens Bank, Citizens Securities Inc., and CCO Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles uncommon among large institutional peers.

Guy Asadorian Jr. is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BNY Mellon Wealth Management. He participates monthly in an organized angel investment group focused on evaluating and investing in early-stage privately held companies. 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 plans, corporations, and charitable organizations.

Jonathan Baker is a Series 66 registered advisor at Fidelity with two years of industry experience. His prior work includes roles at Delta Development Group, United Parcel Service, and Messiah University. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios.

Michael Sbano is a Series 66 licensed financial advisor with 12 years of industry experience. He currently works at Morgan Stanley in Providence, RI, and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Paula Farrell is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, with prior roles at Citizens Securities and Santander Securities. Fidelity’s Strategic Advisers LLC 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, and serves as an advisor to multiple registered funds while managing and delivering model portfolios through systematic methodologies.

Landon Matrone is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he worked at Guaranteed Rate and has a background that includes roles at Bentley University and Portsmouth Abbey School. Outside of his advisory role, he has been involved with the Carnegie Abbey / Aquidneck Club for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on blending fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brandon Lumbert is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His career includes roles at Fidelity, Partners Insurance, and several other companies across various sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, use of AI-driven research methods, and delivering model portfolios through Fidelity Institutional Wealth Adviser.