Katie Ranney is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 14 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and data analytics.

Daniel Helton is a financial advisor at Fidelity with 12 years of industry experience. He has worked at Fidelity since 2021 and previously held roles at Citizens Bank, Citizens Securities Inc., and CCO Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles uncommon among large institutional peers.

Brayden Ladue is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity Investments, he held positions at various organizations including Lake Winnipesaukee Golf Club and Wildcat Pizza. 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 diversified model portfolios.

Guy Asadorian Jr. is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BNY Mellon Wealth Management. He participates monthly in an organized angel investment group focused on evaluating and investing in early-stage privately held companies. 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 plans, corporations, and charitable organizations.

Jonathan Baker is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Delta Development Group and United Parcel Service, as well as positions spanning over a decade at Koopman Lumber and Whitinsville. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including multi-manager and fund-of-funds strategies.

Paula Farrell is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, with prior roles at Citizens Securities and Santander Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered funds while managing and delivering model portfolios through systematic methodologies.

Landon Matrone is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he worked at Guaranteed Rate and has a background that includes roles at Bentley University and Portsmouth Abbey School. Outside of his advisory role, he has been involved with the Carnegie Abbey / Aquidneck Club for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on blending fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brandon Lumbert is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His career includes roles at Fidelity, Partners Insurance, and several other companies across various sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, use of AI-driven research methods, and delivering model portfolios through Fidelity Institutional Wealth Adviser.

Stefen Mee is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work history includes roles at Oyster Harbors Club, Milestone Financial Planning, and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Tiffani Leary is a financial advisor with Charles Schwab in Providence, RI, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her prior roles include positions at TD Ameritrade, Inc. and Scottrade, Inc. She has been with Charles Schwab and Charles Schwab Bank since 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and has a centralized operational structure supporting its extensive client coverage.

Nicole Reilly is a financial advisor at Ameriprise with 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Outside of her advisory role, she serves on the board of directors for RhodeWay Financial and assists with bookkeeping at a family-owned brewery on weekends. Ameriprise is a large institutional firm offering a retirement-income planning service focused on individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations in partnership with its financial advisors.

Robin Taft is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Citizens Bank and CCO Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage registered investment companies.

Tyler Grandchamp is a financial advisor at Morgan Stanley in Providence, RI, holding a Series 66 credential with one year of industry experience. His prior work history includes roles at LPL Enterprise LLC and several non-financial positions during his college years. Outside of his advisory role, he has been involved with a non-variable insurance agency. 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. The firm’s planning process uses structured discovery conversations and proprietary tools, offering a range of investment and financial planning solutions.

Michael Parente is a CFP® with 37 years of industry experience. He is currently with Cetera and has held roles at Cetera Advisors LLC since 2013 and Parente, Bufalo & Co., Inc. since 1995. Outside of his advisory work, he co-owns an accounting and tax preparation firm and serves as a trustee and co-executor for family trusts and estates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 advisors.

Amanda Barth is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, LLC since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight controls while advising on multiple registered investment companies and fund-of-funds.

Joshua De Sousa is a financial advisor affiliated with Fidelity Investments, holding Series 63 and Series 66 credentials. He began his career in the financial services industry in 2025. Prior to joining Fidelity, his background includes roles in real estate and renewable energy sectors. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to registered investment companies and use of systematic methodologies.

David Randall is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 1998. Prior to joining LPL Financial, he was self-employed for 27 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Sarah Marchand is a financial advisor with Merrill in Providence, RI, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2023, she worked at Mission Loans, Guaranteed Rate, Guaranty Mortgage Service, and SolutionReach. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Finn is a financial advisor at XYPN Sapphire with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at One Charles Private Wealth, Journey Wealth Partners, Royal Alliance, LPL Financial, and Columbia Management Investment Distributors. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach utilizing diversified portfolios and offers both discretionary and non-discretionary management with support from affiliated advisors and third-party subadvisors.