Jeremy Mazzola is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A., as well as in roles with the University of Massachusetts Dartmouth and Swerve Entertainment Group, Inc. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Barrett Grant is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill, he held various roles including positions at Boon Street Market and University of Rhode Island. 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 institutional investors.

Andrew Medina is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Suburban Home Health Care and various positions spanning consulting engineering, hospitality, and retail. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Olivia Manolio is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held various roles in the restaurant and service industries. 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.

Eric Majewski is a CFP® professional with 26 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Lincoln Financial Securities, Spire Investment Partners, Merrill, and Banc of America Investment Services. Majewski also sells term life insurance and fixed annuities as part of his practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of over 22,800 advisors and extensive operational tools.

Richard Buckley is a financial advisor with LPL Financial in Cranston, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including prior roles at Merrill, Bank of America, Santander Securities, Signator Investors, and MSI Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Mullins is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Fidelity Investments, where he has worked since 1998. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Ian Goldberg is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at MJT Transportation, BetterTrader, Camp Young Judaea, Amazon, and Young Entrepreneurs Across America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Charles Rego is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he held positions at several companies including Trinity Solar and Sunrun Inc. He also has experience in energy-related ventures such as Rooftop Power Co and Venture Home Solar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Benjamin D. Auteuil is a financial advisor with Merrill in Riverside, Rhode Island, holding a Series 66 credential and eight years of industry experience. He has been with Merrill since 2017 and previously worked at Best Buy from 2015 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, with a range of portfolio implementation methods and tax-aware strategy options.

Kristen Springer is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked previously at E3 Financial Planning, Commonwealth Financial, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning arrangements.

Matthew Smith is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles in the financial services industry, including Financial Consultant Partner and Investment Consultant at Charles Schwab from 2021 to 2023, as well as positions at Merrill Edge from 2018 to 2021, progressing from Investment Specialist to Premium Elite Relationship Manager. Matthew holds insurance licenses for Arkansas and California. His professional approach involves partnering with clients and their families to understand their personal situations and priorities. He focuses on building relationships through meaningful conversations and personalized financial planning to help clients make informed decisions and achieve their financial goals. Outside of his professional work, Matthew enjoys boating, family activities, fitness, football, golf, and spending time at the lake.

John McCarthy is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles with multiple firms, including founding Chartered Course Financial Group, LLC, where he is an owner and partner. He also works as an insurance agent, selling life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of investment management and advisory services through a large network of independent advisors, utilizing multiple program structures and manager platforms.

Alexander Gagnier is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Nylife Securities LLC, New York Life, and The Hartford Insurance Group. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Henri Guerin is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Ameriprise Financial and Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that utilize mutual funds, ETFs, and ETPs.

Nelson Hawkins Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 44 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities for a total of 18 years before joining Wells Fargo in 2016. Outside of his financial career, he serves as chairman of the Barrington Harbor Commission and is an advisory board member of the Rhode Island Sailing Events Commission, both roles involving governance and promotion of maritime activities in Rhode Island. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from its investment institute and third-party data.

Dawn Robinson is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent eight years at Metlife Securities. Outside of her advisory role, she hosts a weekly radio show, "Common Cents with Dawn," broadcast on WBLQ 1230 AM. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved tools to analyze client goals.

Christian Tinory is a financial advisor at Mass Mutual Investors Services holding Series 65 and Series 63 licenses. He has prior experience at BNY Mellon, where he worked for a total of nine years, and previously at Sports Info Solutions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers specialized services such as divorce planning and estate settlement.

Brady Haraden is a financial advisor at Fidelity with one year of industry experience and a Series 66 designation. Prior to joining Fidelity, he worked at Charles Schwab & Co. and has held various positions including roles in education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Nathan Schmitt is a financial advisor with Ameriprise in Cranston, Rhode Island. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Webber Advisors and a period as a student at Pennsylvania State University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement-income planning through a structured recommendation process and ongoing advice.