Eugene Clark IV is a financial advisor at Morgan Stanley with 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 structured planning tools and proprietary market simulations as part of its advisory process.

Jonathan Smith is a financial advisor with Wells Fargo Advisors in East Providence, RI, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as a trustee for FINET Practice 401(k) plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients having the option to implement recommendations through brokerage or advisory programs.

Joseph Carver is a financial advisor at Merrill with 20 years of industry experience. He holds a Series 66 designation and 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. The firm offers model-based and discretionary strategies across a range of client types, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryn Morgan is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Morgan has held roles at Fidelity Investments and various other organizations, including teaching yoga classes at Barre Coast outside of work hours. Fidelity’s Strategic Advisers division provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jillian Blanchard is a Series 66-licensed financial advisor with 16 years of industry experience, currently with Ameriprise in Warren, RI. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. 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 planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security claiming options.

Daniel Gamboa Marty is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America N.A. since 2023 and joined Merrill in 2022. Outside of his advisory role, he is the owner and president of Protean Conglomerate LLC, a business acquisition company, although it is currently inactive. 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.

Eugenia Murray is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2006. 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.

Cole Cidade is a financial advisor with Fidelity, holding a Series 66 designation and entering the industry in 2024. Prior to joining Fidelity, he held roles at New York Life and various other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its formal advisory role to multiple registered investment companies and fund-of-funds.

Francis St. Vincent Jr. is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Merrill since 2014. 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, pension plans, corporations, and charitable organizations.

Michael Orlowski is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Bank of America, Merrill, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services and model portfolios.

Robert Dennis is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and is based in East Providence, Rhode Island. He has been with Fidelity Investments since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs, and it is known for its use of systematic methodologies, AI in research, and its role as an adviser to multiple registered investment companies.

Janet Frye is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 designations and has 38 years of industry experience. Since 2010, she has operated Janet H. Frye Financial and has served as an independent contractor with 1776 Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized consulting services.

Anibal Perez Duarte is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Chase and Bank of America. His background also includes service in the Marine Corps. 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.

Michael Wilkes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Fidelity Investments and has held various roles in education and community organizations, including positions at Bryant University and the Town of Northbridge. 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.

Tracy Johnson is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of her advisory role, she owns a business selling vintage and upcycled furniture through a booth at an antique mall and serves as secretary for the North Cumberland Middle School Parent Teacher Organization. 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 and profit-sharing plans, corporations, and charitable organizations.

James Carlisle is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including State Street Global Markets, State Street Bank and Trust, Wells Fargo Clearing, Citizens Securities, and Commonwealth Financial Network. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services through various advisory programs. The firm integrates in-house and third-party managers and provides customizable investment strategies with features such as tax management and responsible investing.

Pieter Vanvredenburch is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at Market Alpha Advisors, Tullett Prebon Americas Holdings Inc., and HSBC Securities (USA) Inc. He is also associated with 1776 Financial as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal advisory and retirement plan consulting.

Xavier Diaz is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at DCU, F and P Realty Trust, Charter, and New England Distribution. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jack Michaud is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior roles include positions at One Energy, Loomis, Leadership Logistics LLC, and H&R Block. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles and delivers model portfolios while maintaining oversight controls and addressing conflicts of interest.

Brandon Walsh is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Fuse Builds and McCourt Construction Company, as well as involvement with Concannon Fitness Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management across various investment vehicles.