Emily Egan is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes positions at Fidelity Investments, Market Basket, The Collegiate Lineup, and the College of William & Mary. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies.

William Locke is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2025. He also serves as a 2nd Lieutenant Engineer Officer in the Massachusetts Army National Guard, where he is involved in mission planning, risk management, and logistics planning. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning and investment services supported by structured planning tools and extensive asset management capabilities.

Christopher Beaulieu is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Signator Investors, Inc. for 19 years before joining Royal Alliance Associates, Inc. in 2018. Outside of his advisory work, he is involved with a collaborative group of advisors under the name Beaulieu Wealth Management, focusing on insurance sales including life, long-term care, and fixed annuities. Osaic Wealth serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers. The firm utilizes various portfolio construction tools and supports both discretionary and non-discretionary account management across a broad product set.

Brian Sardelli is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. His background includes 18 years at Waddell & Reed, Inc. and involvement with East Greenwich Summer Arts & Festival Organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by internal and third-party research.

Leah Allen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes roles at Domino's, Eric's Landscaping and Tree Service LLC, and Blount Small Ship Adventures. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating daily management to sub-advisers while maintaining oversight.

James Cruise is a Series 66-licensed financial advisor with LPL Financial in Providence, RI, where he has worked since 2014. He has 11 years of industry experience. His outside business activities include involvement with The Virtus Group, a DBA entity for LPL business, and limited engagement in non-variable insurance products such as fixed annuities and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Mark Cruise is a financial advisor with LPL Financial in Providence, RI, holding a Series 66 designation and four years of industry experience. He previously worked at Willis Towers Watson for seven years. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Abigail Cadorette is Vice President and Branch Leader, where she leads a team of financial professionals to deliver client services. She has held several roles in the financial industry, including Planning Consultant at Fidelity Investments from 2021 to 2022, Financial Solutions Advisor at Merrill Edge Bank of America from 2020 to 2021, and Investment Specialist at Merrill Edge Bank of America from 2018 to 2020. The progression of her roles reflects her experience in financial planning and investment services.

Denise Wooten is a Series 66-licensed financial advisor with Merrill, based in Riverside, RI, and has 21 years of industry experience. She has been with Merrill 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, and institutional investors.

Mathias Bohorquez is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Boston Harbor Team. He focuses on helping clients simplify and enhance their financial lives through integrated wealth management services tailored to their unique goals. Mathias advises individuals and families in areas such as college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and ESG investing, tax minimization, retirement income, and serving women and clients in sports and entertainment. He holds professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Mathias earned his Bachelor's degree from Providence College. He is active in community organizations such as the Big Sister Association of Greater Boston and the Greater Boston Chamber of Commerce's Women's Network Advisory Board, and has participated in events like the Dana-Farber Marathon Challenge. Outside of work, Mathias enjoys cooking, running, playing soccer, traveling, and spending time with his family.

Ryan O'Connor is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments since 2022. Outside his advisory role, he has worked part-time at a diner called JR Shack in Waterford, Connecticut. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it also serves in advisory roles for multiple registered investment companies.

Alma Calimlim is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has worked at several firms, including Fidelity Brokerage Services LLC and Randstad. She also spent three years involved with the American Red Cross. Fidelity's Strategic Advisers LLC, where she is based, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, AI-driven research tools, and its advisory roles to multiple registered investment companies.

Royce Winsten is a Financial Consultant I at Fidelity Investments, where he works directly with clients to develop personalized retirement, investment, and gifting plans. He emphasizes understanding each client's individual goals and perspectives to craft flexible strategies tailored to their needs. With over two decades of experience in the financial advisory field, Royce has previously held advisory roles at several firms including IC Advisory Services Inc., The Investment Center, UBS Financial Services, Salomon Smith Barney Inc., and Merrill Lynch. His professional background covers a wide range of financial planning and investment services. Royce holds insurance licenses in Arkansas and California. Outside of his professional life, he engages in family activities, movies, reading, traveling, and writing.

Hanlet Soriano is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, N.A., he held positions at Citizens Securities, Inc. and Fidelity Investments. Outside of his advisory role, he has worked as a sales associate for Total Wireless / Ready Wireless Group. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Julie Frazier is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation. Her prior roles include positions at Province Mortgage Associates Inc and Citizens Bank. 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, retirement plans, corporations, and charitable organizations.

Amy Cutler is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2012. 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.

Ryan Balon is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets products and research to tailor investment strategies to clients’ goals.

Richard Beaulieu Jr. is a ChFC® credentialed financial advisor with over 41 years of industry experience. He is currently affiliated with OSAIC and has prior experience at Royal Alliance Associates and Signator Investors. Outside of financial advising, he manages several LLCs related to yacht chartering and maritime businesses. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services along with access to third-party money managers and unified managed accounts. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across multiple asset classes.

Roger Lapierre is a financial advisor with Ameriprise in Glendale, Rhode Island, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Lapierre serves on the Board of Directors for the Industrial Foundation of Burrillville and is Vice President of the North Shore Drive Association, Inc. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, annual retirement income advice while offering a broad range of advisory, brokerage, and insurance solutions.

Michael Richard is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He holds Series 63 and Series 65 designations and is based in Providence, RI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and analytical tools.