Michael Kelleher is a CFP®-designated financial advisor with J.P. Morgan Securities in Mansfield, MA, bringing four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked for five years at Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary asset allocation advisory program supported by centralized due diligence and a combination of quantitative and qualitative research.

Richard Danforth Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he owns an apiary where he manages beekeeping and honey sales, and he performs as a member of an Irish band playing local gigs in Boston. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Edward Yeomans is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at UBS Financial Services and Alpha Advisors. Outside of finance, he was involved with Bad Martha Beer for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Prescott Wing is a CFP® with eight years of industry experience, currently serving as a financial advisor at RBC Capital Markets, LLC since 2017. Prior to joining RBC, he worked at MFS from 2015 to 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored portfolio management programs that combine in-house and third-party investment managers with options for tax management, responsible investing, and alternative investments.

Sai Villanueva is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes eight years at Merrill before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it maintains a range of oversight and governance practices uncommon among large institutional peers.

Peter Serino is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2021 and previously spent eight years at Citizens Bank. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive recommendations addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Steven Donahue is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, and Commonwealth Financial Network prior to joining Fidelity. 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. The firm is noted for its advisory role to multiple registered investment companies, use of algorithmic methods including AI, and its delivery of model portfolios to intermediary platforms.

Oluwatoyin (Olu) Forrestal is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 12 years of industry experience. He 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Shuster is a Series 66–licensed financial advisor at Morgan Stanley with 13 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Merrill from 2014 to 2023. Outside of his advisory role, he operates a sole proprietorship focused on aerial drone photography in Rhode Island. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research from its Global Investment Committee.

Nathaniel Camera is a Series 66-licensed advisor at Merrill with no prior industry experience. His background includes roles outside financial services, such as positions at Planet Fitness and University of South Carolina Campus Recreation. 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, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Brian Proppe is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial, having joined in 2024 after a 14-year tenure at UBS Financial Services. 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 a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by proprietary research and technology tools.

Miguel Batista is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in behavioral health at Hartford Behavioral Health and Rutgers Behavioral Health UBHC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and it is notable for its use of systematic methodologies and a formal advisory role to multiple registered investment companies.

Raymond Desormier is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and having 25 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. In addition to his advisory role, he serves as Vice President of Sales at John F. Stafford Insurance Agency, where he has been involved in insurance sales since 1995. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with various program options such as advisor-managed portfolios, Unified Managed Accounts, and third-party money manager programs.

Bryan Collins is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Ameriprise and American Enterprise Investment Services. Collins serves as Treasurer on a nonprofit board. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Christopher Conti is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Mass Mutual Investors Services, and MetLife Securities. Outside of his advisory role, he provides rideshare services as an independent contractor. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services supported by a model-based investment approach and a multi-advisor platform.

Daniel Kuhn is a CFP®-designated financial advisor with Morgan Stanley in Providence, RI, and has 14 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank since 2015. Kuhn also serves in the United States Marine Corps Reserve, a role he has held since 2002. 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 financial planning process uses structured discovery and firm-approved tools, offering a range of investment and advisory services across retail and institutional markets.

David Ray is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, having previously worked at Fidelity Investments, Bank of America N.A., and Merrill. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through its network of investment adviser representatives.

Samuel Ceceri is a financial advisor with Ameriprise in Cranston, Rhode Island. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Pruco Securities LLC and the Lane Ceceri Group, as well as earlier employment at country clubs and the University of Rhode Island. 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 income sources and tax-aware withdrawal strategies.

Alex Palermo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Pitney Bowes, Gillette Stadium, and Bryant University among others. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic, algorithm-driven methodologies.

Gina Leclair is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 2009 and provides investment management and financial advice to individuals, families, businesses, and nonprofit organizations. Gina focuses on developing personalized strategies to help clients achieve goals such as targeted savings, long-term wealth accumulation, retirement planning, and wealth transfer planning. Gina has significant expertise in retirement and workplace benefits consulting, with specializations in executive compensation and defined contribution plans. She integrates these areas into comprehensive financial strategies tailored to meet the needs of her clients. Her professional credentials include the Certified Investment Management Analyst (CIMA), Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. She holds a Bachelor of Science in Business Administration from Bryant University. Outside of her professional work, Gina is involved with the Community Preparatory School. Her personal interests include cooking, dancing, gardening, and music.