Andrew Conaty is a financial advisor at Ameriprise in Barrington, RI, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Sensata Technologies Co. and Citizens Bank, N.A., as well as periods as a full-time student. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice. The firm employs a collaborative, non-discretionary approach to implementation and uses proprietary research and third-party data to inform asset allocation and withdrawal strategies.

James Cannon is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. He also spent several years at the University of Rhode Island and the Rhode Island Country Club prior to his current roles. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cheryl Fonseca is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 66 designations and has worked at LPL Financial since 1989, as well as Rene A. Lepage Financial Services from 1984 to 2019. Outside her advisory role, she is a Massachusetts notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by technology and research tools.

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 with Raymond James & Associates, holding a Series 63 designation and 37 years of industry experience. His career includes prior roles at Merrill and Bank of America, N.A., spanning over three decades. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

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 designations and five years of industry experience. Prior to joining Fidelity in 2021, he worked at Blackstone National Golf Club and was involved with the Kappa Sigma Fraternity’s Beta-Kappa Chapter. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Julie Sparrow is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 11 years of industry experience. She is a partner at Guided Financial Strategies, LLC, where she manages client relations, account operations, and office management. Additionally, she is involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with various portfolio management options and third-party manager access, supporting both discretionary and non-discretionary account management.

Ross Yager is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Bank of America, Merrill, and Fidelity brokerage services. He is affiliated with 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 and fund-of-funds.

Edward Turnbull Jr. is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2009. Outside of his advisory role, Turnbull serves as Treasurer and board member for Big Brothers Big Sisters of Rhode Island and participates on the finance committee of the Peaks Village Homeowners Association. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, providing managed accounts, third-party manager selection, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and offers tax-efficient overlay services, supported by its integration with Bank of America affiliates.

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 a Series 66 designation and 12 years of industry experience. She previously worked at Metlife Investors Distribution Company for 14 years before joining Ameriprise in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.