Stefen Mee 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 at Oyster Harbors Club, Milestone Financial Planning, and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nathaniel Wojcik is a financial advisor with Merrill holding a Series 66 license and beginning his advisory career in 2026. His prior experience includes roles at Bank of America, Equitable Advisors, and the Richline Group, a Berkshire Hathaway company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations.

Tiffani Leary is a financial advisor with Charles Schwab in Providence, RI, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her prior roles include positions at TD Ameritrade, Inc. and Scottrade, Inc. She has been with Charles Schwab and Charles Schwab Bank since 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and has a centralized operational structure supporting its extensive client coverage.

Nicole Reilly is a financial advisor at Ameriprise with 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Outside of her advisory role, she serves on the board of directors for RhodeWay Financial and assists with bookkeeping at a family-owned brewery on weekends. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations in partnership with its financial advisors.

Robin Taft is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Citizens Bank and CCO Investment Services. 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 deliver model portfolios and manage registered investment companies.

Tyler Grandchamp is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 credential with one year of industry experience. His prior work history includes roles at LPL Enterprise LLC and several non-financial positions during his college years. Outside of his advisory role, he has been involved with a non-variable insurance agency. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, offering a range of investment and financial planning solutions.

Michael Parente is a CFP® with 37 years of industry experience. He is currently with Cetera and has held roles at Cetera Advisors LLC since 2013 and Parente, Bufalo & Co., Inc. since 1995. Outside of his advisory work, he co-owns an accounting and tax preparation firm and serves as a trustee and co-executor for family trusts and estates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 advisors.

Amanda Barth is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, LLC since 2014. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight controls while advising on multiple registered investment companies and fund-of-funds.

Sarah Marchand is a financial advisor with Merrill in Providence, RI, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, she worked at Mission Loans, Guaranteed Rate, Guaranty Mortgage Service, and SolutionReach. 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 plans, corporations, and charitable organizations.