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 with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Ameriprise and Fidelity Investments. He is also involved with Sardelli & Hutchinson Wealth Management, an LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 with firms including Next Financial Group Inc and Victor Moffitt and Co. She is also a notary and engages in tax preparation and accounting through Victor Moffitt and Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using various strategic and customized investment solutions.

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, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His career includes roles at Cetera, Questar Capital Corporation, and MSI Financial Services. He is an owner of Arrow Wealth Management LLC and serves as a board member of the Ocean State Business Development Authority. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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 at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services using various portfolio strategies and operates multiple financial platforms.

Michael Mailloux II is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he operated his own advisory practice for three years and worked for over a decade at Town Fair Tire. Outside of advising, he owns and operates an e-commerce business on eBay and works as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC 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 to deliver model portfolios and advisory solutions.

Cheng Cheng Huang is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, Cheng worked at PRUCO Securities, LLC for one year and spent eight years at Endeavor Seafood LLC. Outside of advising, Cheng is involved in a real estate rental business in Winsted, Connecticut. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap fee program.

Val Colasanto is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 license and 19 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and market outlook models. The firm manages approximately $2.74 trillion in client assets and provides services through dedicated Financial Advisors and specialized planning groups.

Nelson Dias is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to each client’s unique financial picture, offering access to investment insights from Merrill and banking solutions from Bank of America. His client focus areas include college education planning, family wealth management, retirement planning, portfolio management, tax minimization, and strategies for sports and entertainment professionals, among others. With over 20 years of professional experience in investment planning, insurance, consumer finance, and banking, Nelson brings a diverse perspective to his financial advisory role. He emphasizes personal service and professional integrity, working closely with clients to develop financial strategies designed to pursue their long-term goals. Nelson holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from the University of Massachusetts. Outside of his professional commitments, Nelson values spending time with his family. He is married with two teenage children and enjoys various sports and recreational activities, including baseball, basketball, biking, football, golfing, soccer, table tennis, and traveling. Nelson also participates in community volunteer work, reflecting the Merrill tradition of community involvement.

Steven Marine is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience and prior work history that includes roles at DoorDash and Urban Greens Co-Op Market, as well as periods focused on full-time education. 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, institutions, and charitable organizations.

James Medeiros is a financial advisor with Primerica Advisors in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of advisory services, he is involved in the sale of home security and automation products, as well as loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs third-party asset managers overseen by an independent consultant and uses a tiered wrap-fee structure rather than fixed fees.

Charles Gionet is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked at NYLIFE Securities LLC and New York Life Insurance Company. His background includes diverse roles in education and other fields before entering the financial services industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered investment companies.

Adam Drummond is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Doordash, Inc., Amwins Group, Inc., and various positions linked to UMASS Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Nathan Richard is a financial advisor at Ameriprise with 21 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. Nathan is also a notary. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Amy Quick is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2009. Prior to that, she has been affiliated with Bank of America, N.A. since 2008. 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 strategies developed by internal and third-party managers for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Scott Quattromani is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2006. He has been with Fidelity since 1998, serving in various capacities including Financial Consultant and Inside Wholesaler. Prior to joining Fidelity, he worked as an Assistant Branch Manager at Citizens Bank of Rhode Island from 1995 to 1998. With over 27 years of experience in financial services, Scott focuses on collaborating with individual investors to develop, review, and execute financial strategies aimed at helping clients reach their personal financial goals. His approach emphasizes building confidence in financial plans through tailored strategies. Outside of his professional work, Scott enjoys spending time with friends, participating in social events, and engaging in activities such as golf, movies, reading, and traveling.