Lauren Dreyer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Fidelity since 2006, including roles at Fidelity Personal and Workplace Advisors and, most recently, Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, manages fund-of-funds structures, and utilizes systematic methodologies and long-term asset allocation benchmarks.

Jena Ness is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has previously worked at First Command in multiple roles. Ness served in the United States Marine Corps from 2013 to 2020. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is known for its use of algorithmic methods and its advisory role to multiple registered investment companies and fund-of-funds.

Kristen Heller is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2021, following prior roles at Mass Mutual Investors Services and Baystate Financial. Outside of her advisory work, she is involved with the Libre Advisor Network, which provides education and resources to financial professionals. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a range of portfolio management options and proprietary as well as third-party model strategies.

Ivi Nwosu is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Nwosu worked at Citizens Bank and Santander Bank, and has a background in real estate sales. Outside of advisory work, Nwosu serves as Financial Secretary for the Abia American Association, President of Nzuko Aro Okeigbo Massachusetts, and Treasurer on the board of the hi Beta Sigma Fraternity Inc. – New England State Board. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Timothy Burgess is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory work, he owns a single-family real estate property in Little Compton, Rhode Island. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver tailored retirement income advice.

Richard Nardella is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work history includes roles at Citizens Securities and Nardella Excavating. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Scott Levinson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2005. In this role, he partners with clients to understand their financial goals and develop customized financial plans aimed at growing and protecting their wealth, making sound investment decisions, and simplifying their financial lives. He has extensive experience in the financial services industry, having previously worked as a Financial Consultant at A.G. Edwards & Sons, Inc. from 2004 to 2005, a Financial Planner at Legacy Financial Advisors from 2003 to 2004, and a Financial Representative at The Bulfinch Group from 2002 to 2003. Levinson emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency in his professional approach.

Mark Kalen is a financial advisor at Merrill with Series 63 and Series 66 designations and two years of industry experience. His prior roles include positions at Diligent, OneTrust, ServiceNow, PrismHR, SAI Global, and Intralinks. He holds a power of attorney position with an entity named K K in Bristol, Rhode Island. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Nat Nunn is a Senior Financial Advisor with Merrill Lynch Wealth Management and a partner on the Ellison Kibler & Associates team. The group is one of the oldest and largest in the country at Merrill, with over 39 years of experience providing wealth management advice and guidance to high-net-worth individuals, families, private business owners, corporations, foundations, endowments, and retirement plans. Nat’s practice includes a core focus on exit planning for private business owners. Nat offers expertise in a broad range of client focus areas including executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Nat is a Personal Investment Advisor (PIA) and holds a bachelor's degree from the University of the South. In addition to professional responsibilities, Nat is involved in community activities, volunteering with local organizations. Personal interests include adventure sports, fishing, golfing, hunting, spending time with family, and traveling. Nat’s approach centers on connecting all aspects of a client’s financial life to prioritize and pursue their most important goals.

Kerri Squires is a Series 66 licensed financial advisor at Merrill with 11 years of industry experience. She has worked at Merrill since 2005 and has also been associated with Bank of America, N.A. since 2023. 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 plans, corporations, and charitable organizations.

Robert Insana is a Financial Advisor at Merrill Lynch Wealth Management, serving as a Senior Portfolio Advisor. In this role, he manages custom investment strategies on a discretionary basis, selecting from a range of Merrill Lynch model portfolios and third-party investment strategies to align with his clients' needs. Robert focuses on education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, and portfolio management services. He works collaboratively with families and individuals to develop realistic, custom-tailored financial plans that support their unique goals and priorities. He holds a Bachelor's Degree from the University of Rhode Island and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Robert is involved with the American Heart Association. Outside of work, his personal interests include drawing and sketching, golfing, music, swimming, and playing table tennis.

Claudio Tavares is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has worked at Merrill since 2022 and also has experience with Bank of America. Outside of finance, Tavares owns Dreams Are Immortal LLC, a travel and design agency that assists clients with trip planning and creates customized travel itineraries. 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, and institutional investors.

Ryan Macdonald is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at IDG Communications and Robert Half. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, including use of model portfolios built from mutual funds, ETFs, and ETPs.

Sara Gendron is a Planning Consultant at Fidelity Investments, where she partners with clients to provide holistic financial planning. She focuses on understanding clients' needs to assist them in pursuing their financial goals and aims to create an environment where every client feels heard and valued throughout their conversations. Sara has been with Fidelity Investments since 2023, initially serving as a Workplace Planning Consultant before transitioning to her current role in 2025. She holds insurance licenses in Arkansas and California. Outside of her professional responsibilities, Sara's personal interests include family activities, fitness, gardening, running, swimming, and exploring food-related experiences.

Michael Baalbaki is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kevin Mc Green is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on building strong relationships to drive long-term success for his clients. Kevin brings 15 years of experience in the financial technology sector, having worked in investment and banking operations within banks, brokerages, and software companies. His expertise supports his practical, results-oriented approach to financial management, helping clients with family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. He holds a Bachelor of Science degree in Finance and Information Systems and a Master of Business Administration with a concentration in Finance, both from Fairfield University. Kevin also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys activities such as chess, golfing, pickleball, running, and surfing.

Sara Van Schaick is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. She previously worked at Fidelity Investments and has experience in several other roles, including a position at L'Artisan Cafe & Bakery. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Eric Lepine is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in the specialty coffee industry with roles at Fazenda Coffee, Medici Roasting, and Downeast Coffee. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Asteway Adams is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Adams works closely with individuals, families, and businesses to build, protect, and preserve their wealth, focusing on personalized financial strategies that align with clients' short-, mid-, and long-term goals. Areas of expertise include liquidity management, personal retirement planning, portfolio management services, and tax minimization. Adams holds a Bachelor's Degree and a Master of Business Administration (MBA) from Palm Beach Atlantic University and has earned the Personal Investment Advisor (PIA) designation. His professional approach emphasizes discipline, accountability, and trusted guidance, shaped by experiences as a student-athlete and his comprehensive education in financial services. Outside of professional commitments, Adams is involved with the New England Tennis Association and enjoys music, spending time with family, and playing tennis.

Michael Pardini is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2009 and also has a concurrent tenure at Bank of America, N.A. since 2014. Outside of his advisory role, he is involved part-time as a truck driver and laborer for a landscaping and paving company in Seekonk, Massachusetts. 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, and institutional investors.