Sarah Lavigne is a financial advisor with Morgan Stanley who holds a Series 66 designation and has five years of industry experience. Her background includes roles at Morgan Stanley Private Bank, Merrill Lynch, and experience in manufacturing through Lavigne Manufacturing. She has also worked in public service at the Rhode Island Senate Fiscal Office. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Cooper Swift is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Swift worked in various roles including positions at Lynch's Furniture and involvement with hockey organizations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of investment products and maintains advisory roles for several registered investment companies and fund-of-funds.

Ryan Reed is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments, BayCoast Bank, and High Point University, as well as experience with Affordable Awnings/WHR Painting. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as an advisor to multiple registered investment companies and maintains formal governance procedures for the funds it oversees.

Maridel Phin is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, she held positions at Navigant Credit Union, Rhode Island College, and Summit Settlement Services LLC, among others. 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 plans, corporations, and charitable organizations.

Cody Kirschbaum is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Genesys Diagnostics Inc. for four years and held various roles in healthcare and academia. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Vanessa Lorden is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Nasuni and the Boston University School of Medicine. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Paul Tavarez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 4 years of industry experience. His prior work includes roles at several gig economy companies in 2021 and involvement with the Racial and Environmental Justice Committee from 2019 to 2020. He also worked with the Providence Student Union from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic portfolio construction and its advisory role to multiple registered investment companies and fund-of-funds.

William Biemer is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Milton Hill Sport and Spa and Cambridge College. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as model portfolios for intermediary platforms.

Johnny Cintron is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and YearUp, and he has also worked as a delivery driver for GrubHub. 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 various institutional investors.

Gabrielle Opiekun is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her career includes positions at Bank of America and Amego Inc., as well as academic roles at Rhode Island College and the 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 institutions.

Jason Hantman is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 65 and Series 66 licenses and previously spent 18 years at Bank of America, N.A. Outside of his advisory role, Hantman serves as a board member of the Country Club of New Bedford in Massachusetts. 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 delivers both direct individual plans and Corporate Financial Planning agreements.

Ryan Gordon is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with multiple Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves as an advisor to several registered investment companies and fund-of-funds.

Nicholas Abreu 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 positions outside the financial industry, including roles at Amazon and LA Fitness. 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 supported by internal and third-party managers for a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Audrey Turro is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, she was employed at Foley and Lardner LLP from 2015 to 2017. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Gregory Agnone is a CFP® professional affiliated with Cetera, with 30 years of industry experience. He currently serves as President and CEO of Chestnut Hill Wealth Management Inc. and Chestnut Hill Insurance Group, and he also leads Agnone and Associates Financial Services. He is a notary public in addition to his advisory roles. Cetera is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and access to third-party money managers.

Elizabeth Cummins is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds the Series 66 designation and has been with UBS since 2007. Outside of her advisory role, she serves on a committee for a nonprofit organization that educates and supports single parents and their families. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Steven Foster is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following prior roles at Citizens Bank and CCO Investment Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and engages in advisory roles for multiple registered investment companies and fund-of-funds.

Alan Ogunnaike is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith since 2016. Outside of his financial career, he operates a reptile breeding business, AmazingBasins, where he educates subscribers about the maintenance and life cycle of Emerald Tree Boas. 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.

Henry Viall is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to his current role, he has worked at Bank of America and held various positions outside finance, including roles at Amazon, Whole Foods, and educational institutions. He also serves as a power of attorney for a family member. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Austin Coristine is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 65 and Series 63 credentials and has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020. Outside of his advisory role, he is an independent insurance agent involved in the sales and service of life insurance, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.