Roger Morrissette is a Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with Fidelity, having held roles at Fidelity Brokerage Services since 2004 and Fidelity Personal and Workplace Advisors since 2018. Morrissette joined Fidelity Investments in 2025. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and consult on portfolios, including the use of model portfolios delivered to intermediary platforms.

Krisana Voss is a financial advisor at Fidelity with nine years of industry experience and holds Series 63 and Series 65 designations. Her prior roles include multiple positions at Citizens Bank and Citizens Securities, as well as a brief period at Southern New Hampshire University. Fidelity’s Strategic Advisers LLC, where she is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages day-to-day operations with oversight controls and evaluations to address conflicts of interest.

Youset Cruz Lizardo is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Lizardo held roles at Fidelity Investments, Lowe's, Walmart, Home Depot, and Walgreens, as well as educational and nonprofit positions including at Brown University and Trinity Academy for Performing Arts. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Ross is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bryant University and Newton Wellesley Hospital. Outside of his advisory duties, Ross serves as a referee for a youth flag football league in Needham. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option called WealthPlan, maintaining a separation between planning and investment management services.

Jake Drohen is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He supports clients through various stages of life by helping them pursue their financial goals, working closely to understand each client's unique financial and personal situations. Jake collaborates with clients to develop and implement tailored financial plans. Jake's experience at Fidelity Investments includes progressive roles since 2022, starting as a Workplace Planning Associate, advancing through several levels of Workplace Planning Consultant, and ultimately becoming an Investment Consultant. This progression highlights his growing expertise in investment consulting and workplace financial planning.

Williamjacob Lerman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. He previously worked at Franklin Templeton, Putnam Investments, and Clearbridge Technology Group. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Caleb Daly is an Investment Solutions Representative III at Fidelity Investments, where he partners with individuals and families to develop trust and transparency in order to co-create personalized financial strategies aligned with specific goals and preferences. He has been with Fidelity Investments since 2023, advancing from Customer Relationship Advocate Intern to his current role. His experience includes roles as Investment Solutions Representative I and II, and Customer Relationship Advocate, giving him a comprehensive background in client relationship management and investment solutions. This progression reflects his involvement in developing tailored financial strategies for clients. No additional information about his education, credentials, personal interests, or community involvement is available.

Alan Lao is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at RC Restaurant Group, BJH LLC, Colonial Life, and Waddell & Reed. Outside of financial advising, he has experience in the restaurant industry, having worked at Tokyo Restaurant for over two decades. 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, advisory programs, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

William Horn is a Series 66 licensed financial advisor with over 20 years of industry experience. He is affiliated with LPL Financial and has been with the firm since 2012. Since 2015, he has also provided advisory services through Global Retirement Partners LLC. Outside of his advisory work, Horn coaches lacrosse. LPL Financial serves individual investors, retirement plans, institutions, and charitable organizations, offering a range of advisory programs and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

James Vittoria is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015. 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, pension plans, corporations, and charitable organizations.

Caryn McGrath is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 19 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and Baystate Financial. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning and asset management services. The firm uses firm-approved software and collaborative annual planning engagements to analyze client goals and deliver recommendations.

Garrett Beeley is a Series 66-licensed financial advisor at Merrill with six years of industry experience. He has held roles at Merrill since 2019 and also worked at BANK of AMERICA, N.A., IndieWhip, WPRI, and Alex and Ani. 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.

Brendon Pierce is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, INC., SII, and MetLife Securities Inc. Pierce also operates an insurance brokerage as a sole proprietor, focusing on life, annuities, long-term care, and disability insurance. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and advisory services with portfolio construction supported by firm tools and access to third-party money managers.

Lauren Medici is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in helping individuals and families navigate complex financial decisions by integrating investment management, retirement planning, tax-aware strategies, and long-term wealth planning into a comprehensive approach. Prior to joining Merrill Lynch, Lauren worked with large institutional investors and hedge funds, where she gained experience in investment management, portfolio construction, and market analysis. This background provides her with a unique perspective that she applies to wealth management, focusing on building strategies aligned with clients' long-term goals and values. Lauren holds a Bachelor's Degree from Dartmouth College and has earned the Personal Investment Advisor (PIA) designation.

Brandon Kelley is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at New York Life Insurance Company, St. Vincent Hospital, and Market Basket. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various fund structures and model portfolios, utilizing systematic methodologies and maintaining oversight of sub-advisers and share allocations.

Christopher Lepine is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Securities America, Inc., and McAdam Financial. Outside of his advisory role, Lepine is a commissioned notary in Rhode Island. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jamie Mcmanus is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market return estimates in its process.

Sean Travis is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves on the board of a nonprofit youth baseball organization where he organizes events and manages youth sports activities. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Joshua Favret is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aimed at achieving their individual goals. He emphasizes understanding each client's unique situation to tailor investment strategies that align with their envisioned future. Joshua has been with Fidelity Investments since 2022, progressing through roles including Financial Planning Associate and various levels of Workplace Planning Consultant before becoming a Financial Consultant in 2024. He holds an Arkansas Insurance License. Outside of his professional role, Joshua enjoys activities such as beach outings, snowboarding, surfing, social events with friends, and exploring culinary experiences.

Mary Pothier is a Series 66–licensed financial advisor with 26 years of industry experience. She has been with Merrill since 2009 and also works with Bank of America, N.A. since 2014. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.