John Gersbeck is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Amica Mutual Insurance Company, Citizens Bank, and the State of Rhode Island DBR. 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 to manage model portfolios across various investment vehicles.

Daniel Sullivan is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following a 13-year tenure at Rosenthal Global Securities LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and Global Investment Committee return estimates.

Brendan Mc Isaac is a financial advisor with Morgan Stanley in Providence, RI. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at Providence College from 2014 to 2018. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support client financial goals.

Matthew DiPippo is a Planning Consultant at Fidelity Investments, where he collaborates with financial planning teams to partner with individuals and families in creating clear visions for their financial goals. His approach emphasizes building relationships through collaboration, candor, and respect to ensure clients are prepared to handle life's uncertainties. He has been with Fidelity Investments since 2018, progressing through roles including Financial Representative and Relationship Manager before his current position. Prior to joining Fidelity, Matthew held positions at Citizens Investment Services as Senior Principal and Trade Desk Specialist, and earlier worked as a Financial Services Professional at MassMutual Financial and New York Life Insurance. Specific details about his education, credentials, personal interests, or community involvement were not provided.

Neal Borges is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Ameriprise since 1993 in various capacities. Outside of his advisory role, he is a consultant and member of Vertical Dimension, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Karen Hersum is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity in 2021, she spent seven years working with HomeSmart Professionals Real Estate, where she continues to assist family and friends with residential real estate transactions on weekends. Fidelity’s Strategic Advisers LLC division 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.

Melanie Lara is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has prior work experience at Citizens Bank and Johnson & Wales University. Outside of advising, she has worked in sales support and visual merchandising for Bath & Body Works. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Paul Mc Cauley is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Mc Cauley has worked at Merrill since 2002 and has been with Bank of America, N.A. since 2011. 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.

Joseph Caggiano is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior work history at Keurig Dr. Pepper and Jackson Hewitt. Outside of finance, he has been involved with USA Hockey and Keene State College. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lauryn Harper is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, she held various roles including several positions at Franklin & Marshall College and work experience in retail and development sectors. Merrill 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.

Connor Poirier is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Vice President Financial Consultants to understand financial goals and identify planning opportunities. He has been with Fidelity Investments since 2019, progressing through roles including Investor Center Intern, Financial Representative, and Relationship Manager before his current position. Connor's experience encompasses client relationship management and financial planning within Fidelity Investments. He focuses on helping clients uncover financial planning opportunities to meet their needs. Outside of his professional work, Connor enjoys family activities, football, golf, outdoor adventures, and skiing.

Nathan Hickney is a financial advisor at UBS Financial Services in Providence, RI, holding a Series 66 designation with 15 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2014 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jason Stern is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Ameriprise and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting.

Mary Quackenbush is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Next Financial Group Inc and NMQ, Inc., as well as Victor Moffitt and Co., where she has been involved for nearly three decades. Outside of her advisory work, she is engaged in tax preparation and accounting services through Victor Moffitt and Co. and serves as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management, supported by research, model portfolios, and technology-driven investment strategies.

Hunter Choquet is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Unilock for three years and has held positions at Amazon, Park N Shop, and the YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Tyler Fidrych is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work history includes roles outside the financial sector and involvement with the Southeast Soccer Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

John Pimental is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, having previously worked at firms including Cetera and Questar Capital Corporation. Outside of his advisory role, Pimental serves as a board member for the Ocean State Business Development Authority. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Jean Cazeau is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized investment management strategies tailored to clients' priorities, risk tolerance, time horizon, liquidity needs, and financial goals. His approach focuses on understanding clients' full financial picture to help them make important decisions and build a legacy that can extend beyond their lifetime. Jean's areas of expertise include college education planning, family wealth management strategies, retirement income, portfolio management services, and legacy planning. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jean earned a Bachelor of Science in Finance from Southern New Hampshire University and also attended the University of Rhode Island. In addition to his professional work, Jean is involved with community organizations such as Habitat For Humanity and the Providence Rescue Mission. He is a member of the Black Executive Leadership Council, Northern Rhode Island Chamber of Commerce, and Providence Chamber of Commerce. Jean enjoys activities including biking, chess, cooking, drawing/sketching, fishing, photography, soccer, and softball.

Peter Askar is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that address both their short-term needs and long-term goals. His experience includes progressing through roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing to Investment Solutions Representative 1 in 2023, and then Investment Solutions Representative 2 in 2024. Prior to joining Fidelity, he gained experience as a Finance Intern at Bay Coast Bank in 2021. Outside of his professional work, Peter has interests in cars, golf, and movies.

Robert Ashegh is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A., spanning over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.