Leo Redgate is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. His work history includes roles at Fidelity Investments, Live Nation, and Providence College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Brett Canzano is a Financial Consultant who works closely with clients to develop financial plans that support their financial and life goals. He aims to build lasting relationships by providing easy-to-understand education and personalized strategies that address clients' evolving needs. Brett has professional experience as a Benefits & Planning Consultant and Executive Services at Fidelity Investments from 2023 to 2024, as well as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. He holds insurance licenses in Arkansas and California. Outside of his professional role, Brett has interests in cooking and baking, fitness, food, music, reading, and running.

Gilbert Medeiros is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Bank of America and has experience in diverse fields including the Eastern Poker Tour and teaching at Bristol Community College. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Jamieson is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2026 and has prior experience in the restaurant and hospitality industry, including roles at Precint 10 Restaurant, Granite Links Golf Club, Bay Pointe Waterfront Restaurant, and Gustos Pizza. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Lavergne is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Ameriprise in 2020, he worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group from 2013 to 2020. He serves on the board of directors for the Steere Farm Estates homeowners association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Mahoney is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Merrill since 2015 and at Bank of America, N.A. since 2017. 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.

Trevor Naun is a financial advisor at Merrill with a Series 66 credential and one year of experience at the firm. His prior roles include positions at Agru America, South Atlantic Bank, and involvement with the CoBE Institute and Greater Nashua Mental Health. Outside of finance, he is associated with College Curtains LLC, an entrepreneurial venture he has been engaged with for two years. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Andrew Conaty is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2019, with some interruptions for full-time studies and brief roles outside the industry. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Cannon is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he was employed at the University of Rhode Island for three years and worked at the Rhode Island Country Club for nine years. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary strategies developed by internal and third-party teams and offers various portfolio implementation options including tax-aware strategies.

Cheryl Fonseca is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 37 years of industry experience. She has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1989 and previously worked at Rene A. Lepage Financial Services for 35 years. She is also commissioned as a Massachusetts notary public. 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 and advisory programs, providing both discretionary and non-discretionary management and access to research and model portfolios.

Kara Museler is a financial advisor with UBS Financial Services in Providence, RI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Peter Corsi Jr. is a financial advisor with UBS Financial Services in Providence, RI, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His prior roles include positions at Crestwood Advisors LLC and Endurance Wealth Management, Inc. He joined UBS Financial Services in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a wide range of financial solutions including discretionary portfolio management and alternative product distribution.

Christopher Gendron is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Enterprise Bank and the Metropolitan Police Department. 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 manage diversified portfolios and model strategies.

Christopher Hall is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds a Series 63 designation and has previously worked at Bank of America, N.A. and Merrill. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

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.

Bryce Schintzius is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. He has 20 years of industry experience, including over a decade at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as president of Goetz Energy Corp and occasionally works as a substitute teacher at a public high school. Mass Mutual Investors Services 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 offers a range of programs including wrap and money-manager services, educational seminars, and specialized planning such as divorce and estate-settlement planning.

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.