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.

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.

James Carroll is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, Llc. Carroll serves on the Board of Directors for Blackstone Valley Development Corp, a nonprofit focused on housing for veterans, low-income, and disabled individuals. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering advisory and brokerage/insurance services through multiple third-party asset managers and LPL programs.

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.

Daniel Bonin is a financial advisor with Ameriprise in North Attleboro, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bonin is also the owner of Eight Feet Wealth Advisors, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic tools overseen by a dedicated team.

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.

John Nunes III is a CFP®-designated financial advisor with LPL Financial, where he has worked since 1999, totaling 30 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also involved as an agent in non-variable insurance with multiple carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

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.