Elizabeth Cummins is a financial advisor with UBS Financial Services in Providence, Rhode Island. She holds a Series 66 designation and has 22 years of industry experience, including 19 years at UBS. She is involved with a nonprofit organization that supports single parents and their families, serving on a management committee responsible for budget and audit reviews. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services that include proprietary research and model-based asset allocations.

Steven Foster is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following prior roles at Citizens Bank and CCO Investment Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and engages in advisory roles for multiple registered investment companies and fund-of-funds.

Austin Coristine is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020 and previously was employed by Barnum Financial Group. Outside of his advisory role, Coristine also serves as an independent insurance agent focusing on life insurance, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, collaborative planning engagements using analytical tools and offers various event-driven planning programs alongside its core services.

Ashley Stockman is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Merrill in 2026, she worked at Wells Fargo Clearing and Charles Schwab & Co., Inc. Ashley also has experience outside finance, including periods of extended travel. 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 individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Samuel FitzGerald is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2024. In his current role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans. He places importance on forming strong relationships with clients and their families, aiming to maintain trust, reliability, and competency. Samuel has progressed through several positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2024, then moving through the Investment Solutions Representative I and II roles before reaching his current position in 2026. His experience spans client relationship management and investment solution advisory. Outside of his professional work, Samuel enjoys outdoor activities such as canoeing, fishing, and kayaking, as well as movies, music, and soccer.

Kyle Boliver is a financial advisor with Fidelity and holds a Series 66 designation. He has less than one year of industry experience and has worked in various roles outside finance, including operating open-captioning for shows at the Trinity Repertory Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios.

Colleen Sousa is a financial advisor at Merrill with a Series 66 designation and 18 years of industry experience. She previously worked at BNY Wealth Management for 17 years before joining Merrill in 2025. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Scott Sapolsky is a financial advisor at Morgan Stanley with a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience at Wayfair. His background also includes roles outside the financial industry, such as positions at Northeastern University and the Rhode Island Country Club. 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 and offering a range of investment and planning solutions.

Shannon Ferry is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity Investments in 2024, Shannon worked in the automotive industry for seven years at Balise Toyota of Warwick and Herb Chambers Volvo Cars Norwood. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a range of discretionary and non-discretionary advisory services.

Joseph Concannon is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. Prior to joining Merrill, he was affiliated with IHEARTTUPPERWARE, Dolphin Guages, Cheezin' Photoboots, and the University of Central Florida. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Allison Cresci Callahan is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in family wealth management strategies, legacy planning, and personal retirement planning. In her role, she focuses on helping families make confident financial decisions through all stages of life by providing clear and empathetic guidance tailored to clients' individual goals. Allison holds a Bachelor's Degree from Rhode Island College and a Master's Degree from Johnson & Wales University. She has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. Her approach involves connecting all aspects of her clients' financial lives to prioritize and pursue the goals that matter most to them. Outside of her professional work, Allison's personal interests include biking, music, and skiing.

Jennifer Fernandes is a Series 66-registered financial advisor with Merrill, based in Providence, RI. She has 16 years of industry experience and has been with Merrill since 2010. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Arsenio Borges is a CFP® and holds a Series 66 license, with six years of industry experience. He has worked at UBS Financial Services since 2016, including roles overlapping with his time at BayCoast Bank and UMass Dartmouth. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research. The firm operates both as a broker-dealer and investment adviser, providing a broad range of capital markets and wealth management services.

David Henn is a financial advisor with Edward Jones in Warwick, RI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Keeley Donnelly is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Keeley worked at The Dunes Club for six years and was a full-time student for four years. Outside of finance, Keeley operates a sole proprietorship selling used clothing on an online platform. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Jessica De Pina is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Fournier Jr. is a financial advisor with Merrill in Providence, Rhode Island, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has worked at Merrill since 1990 and at Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Madoian is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he worked at Sevita Health and held roles in the restaurant industry. Outside of his advisory work, he DJs at bars around Rhode Island. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios.

Jennifer Pagliuca is a financial advisor with Morgan Stanley in Cumberland, RI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis as part of its financial planning process.

Cynthia Dean is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Ameriprise and its affiliates since 2005. In addition to her advisory role, she works as a licensed paraplanner through SNE Operations LLC, assisting financial advisors with planning deliverables and client service activities. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to create tax-efficient, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as part of its institutional platform.