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 in Providence, RI, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2020 before joining Ameriprise. Outside of his advisory role, he is involved in organizing a Rhode Island Wiffle Ball League, serving as an event planner, archivist, and statistician for the league. 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.

Andrew Vittoria is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Merrill, Bank of America, and The Prudential Insurance Company of America, and is also involved with Keller Williams Coastal, assisting clients in real estate transactions. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to external asset managers, and non-securities services such as trust custody and insurance product sales.

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 with Mass Mutual Investors Services based in Warwick, RI. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Bank of America, Merrill, and Strategic Advisers LLC. MassMutual Investors Services, LLC is a broker-dealer and registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as ongoing, collaborative relationships using firm-approved analytical tools.

Michael Graziano is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Equitable Advisors since 2009, including during the firm's prior affiliation as Axa Advisors, LLC. Outside of his advisory role, Graziano serves as chairman of the Cranston Housing Authority Board and is a board member of the Bonnet Shores Beach Club Condominium Association, participating in non-compensated community oversight and management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models implemented through third-party managers and offers ERISA fiduciary services through credentialed representatives.

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.

Roger Morrissette is a financial advisor with Fidelity, holding a Series 66 designation and 25 years of industry experience. He has worked across multiple Fidelity entities, including Fidelity Brokerage Services since 2004 and Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios used by intermediary platforms.

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 designation and three years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2023 and previously held roles at Bryant University and Newton Wellesley Hospital. Outside of his advisory work, Ross referees flag football games for elementary and middle school students in Needham, Massachusetts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers comprehensive, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under consolidated billing arrangements.

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. Outside the investment field, he has experience at Cafe Maddies and has held roles related to education at Merrimack College and Oliver Ames High School. Fidelity Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary accounts, fund advisory services, and model portfolios, and is noted for its registration as a commodity pool operator and its use of AI and systematic methodologies.

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 and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including prior roles at Waddell & Reed and Colonial Life. Outside of advising, he has been involved with restaurant businesses and a personal investment entity. 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, model portfolios, third-party asset management, and institutional platforms.

William Horn is a financial advisor with LPL Financial, holding a Series 66 designation and offering 20 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he coaches lacrosse. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools for advisers.

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 financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2019, alongside roles at Bank of America and several other firms. 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, and institutions.

Brendon Pierce is a financial advisor at Osaic with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, SII, and MetLife Securities. Pierce operates a sole proprietorship as an insurance broker specializing in life, annuities, long-term care, and disability insurance. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and provides access to third-party managers and proprietary investment strategies.

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.