Kerri Murray is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 24 years of industry experience. She has been with Fidelity intermittently since 1999 and is currently based in Lincoln, Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage investments across mutual funds, ETFs, and ETPs.

Christopher Stevenson is a financial advisor at Edward Jones in Barrington, RI, holding CFP® and Series 66 credentials with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Paychex Inc. and Best Beverage and Catering. He serves as president of the Kappa Delta Phi National Fraternal Alumni Association, managing alumni relations and hosting annual meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment options. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

David Mcandrew is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its financial planning process involves structured discovery conversations and firm-approved planning tools, with services that typically do not include individual security recommendations.

Nicholas Frasier is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Merrill and Bank of America since 2009. 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, pension plans, corporations, and charitable organizations.

Sean Cummings is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, advancing from Financial Consultant to his current role. Prior to Fidelity, Sean held various positions at John Hancock, including Financial Consultant, Internal Sales Manager, Senior Internal Wholesaler, and Priority Broker Representative. He also served as Manager of Product Management at Signator Investors Inc. from 2011 to 2013. Sean partners with families to develop comprehensive financial plans tailored to their unique situations. He follows a multi-step process to ensure thoroughness and is committed to delivering an outstanding client experience. His professional background spans financial consulting, sales management, and product management within the investment industry.

Benjamin Moy is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and five years of industry experience. He has been with Fidelity since 2021 and previously worked with Blackstone National Golf Club and Worcester Country Club. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as a registered commodity pool operator with advisory roles for multiple registered investment companies.

Julie Sparrow is a financial advisor with Cetera and holds the Series 63 and Series 65 licenses. She has 11 years of industry experience, including roles at LPL Financial and Guided Financial Strategies, where she is a partner. She also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering various portfolio management and financial planning services. The firm operates a multi-manager platform with access to affiliated and third-party managers and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Ross Yager is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments and Merrill, as well as Bank of America, N.A. prior to his current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Edward Turnbull Jr. serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He leads The TDM Group, a team of financial professionals in Providence, RI, dedicated to addressing the planning and investment needs of corporate employees, executives, business owners, and affluent families. Since 1996, Edward has been focused on serving the wealth management needs of clients in the greater New England area. He employs a goals-based approach to investing, prioritizing client objectives and aligning asset mixes accordingly. His expertise includes executive compensation, corporate benefits, stock and option planning, cash flow management, retirement planning, portfolio management, estate planning services, insurance planning, and debt structuring. Edward earned his bachelor's degree from Syracuse University and holds the Certified Financial Planner (CFP) designation, as well as certifications as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Beyond his professional work, he serves on the Board of Directors for Big Brothers Big Sisters of Rhode Island and is involved with the Big Brothers Big Sisters of RI and the Rhode Island Community Food Bank.

John Turchetta is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America and Merrill. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Sarah Kendra is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Metlife Investors Distribution Company for 14 years before joining Ameriprise in 2020. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

William Francis is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Riverside, Rhode Island. He has seven years of industry experience, including prior roles in public school districts before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets across a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Tyler Duquette is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 credential. His prior work experience includes roles at DoorDash and Academy Physical Therapy, as well as academic involvement at the University of Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies along with delivering model portfolios to intermediary platforms.

Nicholas Faria is a Financial Consultant at Fidelity Investments, where he has worked since 2025. He collaborates directly with clients to assist them in making investment decisions that align with their interests and goals. Prior to his current role, Nicholas held various positions within Fidelity Investments, including Investment Consultant, Planning Consultant, and Investment Solutions Representative III, spanning from 2021 to 2025. His earlier experience includes roles as an Operations Analyst at SCS Capital Management LLC and as a Custody Specialist at State Street Corporation. Nicholas holds an Arkansas Insurance License, which supports his work in the financial services industry. His career reflects a focus on investment consulting and financial planning within reputable financial institutions.

E. Justin Simone is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Bank of America and Merrill from 2015 to 2020. Outside of his advisory role, he is involved in the Rhode Island Wiffle? Ball League as an event planner, archivist, and statistician. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets. The firm provides tailored, research-driven recommendation reports that address income, Social Security, and tax-efficient withdrawal strategies, supported by a centralized consulting team and algorithmic tools.

Andrew Vittoria is a financial advisor with LPL Enterprise in Warwick, RI, holding Series 63, Series 65, and Series 66 licenses and having 14 years of industry experience. His prior work includes roles at Merrill, Bank of America, Keller Williams Coastal, and Prudential-related entities. In addition to his advisory work, he assists clients with real estate transactions through Keller Williams Coastal. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, brokerage, and insurance products through an integrated platform. The firm utilizes research, model portfolios, and third-party strategies to deliver investment advice primarily through its investment adviser representatives.

Brian Campanelli is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked in sales independently on an occasional basis. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies.

Jamie Corcoran is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Bank of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, consulting, and access to various advisory programs, combining advisory services with brokerage and insurance products through an integrated platform.

Michael Graziano is a financial advisor with Equitable Advisors in East Greenwich, RI, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has worked at Equitable Advisors since 2009, following a period with Axa Advisors, LLC. Outside of his advisory role, he serves as Chairman of the Cranston Housing Authority Board and is a board member of the Bonnet Shores Beach Club Condominium Association, both unpaid positions involving governance and oversight responsibilities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Jon Reagan is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He partners with clients and their families to help them achieve their financial goals, taking the time to understand their priorities and circumstances before building personalized plans aimed at providing greater peace of mind. Jon has a progressive career with Fidelity Investments, having held roles such as Financial Consultant I (2025-2026), Team Leader in Client Services and Client Services Help Desk (2021-2025), Planning Consultant (2020-2021), Relationship Manager (2018-2020), Financial Representative (2017-2018), and High Net Worth Service Associate (2015-2017), among others. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jon enjoys various physical activities including biking, fitness training, running, swimming, and tennis. He is also engaged in parenthood.