Daniel Bonin is a financial advisor with Ameriprise in North Attleboro, MA, holding a Series 63 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bonin is also the owner of Eight Feet Wealth Advisors, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic tools overseen by a dedicated team.

Joshua Cabral is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, he held positions at various companies including Token Auto Spa and Charles Millard Inc. Outside of finance, he worked as a server at Perro Salado, a restaurant in Newport, Rhode Island. 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 across mutual funds, ETFs, and ETPs.

Eugene Simone is a financial advisor at Ameriprise with 56 years of industry experience. He previously worked at Merrill for over four decades and Bank of America for 11 years before joining Ameriprise in 2020. He holds a Series 63 designation. Outside of his advisory work, he serves on the board of directors for an educational foundation in Providence, Rhode Island. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Frank Rispoli is a ChFC® with 19 years of experience in the financial services industry. He is currently associated with MassMutual Investors Services and has held roles at various related entities since 2022. Prior to this, he worked at Royal Alliance, John Hancock Distributors, Signator Financial Services, and John Hancock Life. Outside of advisory work, he provides bookkeeping consulting services, supporting QuickBooks oversight for small businesses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and investment management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements using firm-approved software and provides a range of asset management and educational programs.

John Nunes III is a CFP®-designated financial advisor with LPL Financial, where he has worked since 1999, totaling 30 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is also involved as an agent in non-variable insurance with multiple carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Matthew Nicolelli is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management based in Providence, Rhode Island. He works with individuals, families, professionals, retirees, executives, and business owners across Rhode Island, New England, and the United States. Matthew focuses on helping clients develop personalized financial strategies that align with their priorities, including retirement planning, investment management, tax-efficient investing, education funding, estate planning, and wealth transfer planning. Matthew holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Northeastern University. In his role, he assists clients with complex financial decisions such as Social Security claiming strategies, Roth IRA conversions, 401(k) rollovers, and retirement income planning. Outside of his professional work, Matthew enjoys activities such as football, golfing, hiking, pickleball, reading, skiing, spending time with his family, and traveling.

Jeffrey Enos is a Series 66-licensed financial advisor with Merrill in Providence, RI, where he has worked since 2014. He has 11 years of industry experience. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Ramage is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Newport RV Park and Fremont University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Katie Ranney is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 14 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside proprietary research and data analytics.

Daniel Helton is a financial advisor at Fidelity with 12 years of industry experience. He has worked at Fidelity since 2021 and previously held roles at Citizens Bank, Citizens Securities Inc., and CCO Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles uncommon among large institutional peers.

Guy Asadorian Jr. is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BNY Mellon Wealth Management. He participates monthly in an organized angel investment group focused on evaluating and investing in early-stage privately held companies. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Baker is a Series 66 registered advisor at Fidelity with two years of industry experience. His prior work includes roles at Delta Development Group, United Parcel Service, and Messiah University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios.

Michael Sbano is a Series 66 licensed financial advisor with 12 years of industry experience. He currently works at Morgan Stanley in Providence, RI, and previously held roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Paula Farrell is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, with prior roles at Citizens Securities and Santander Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered funds while managing and delivering model portfolios through systematic methodologies.

Steven Tiernan is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and serves as a Staff Sergeant in the Rhode Island Air National Guard, where he manages radio and satellite communications. His prior work includes positions at Bank of America and Pioneer Financial Group. 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.

Landon Matrone is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he worked at Guaranteed Rate and has a background that includes roles at Bentley University and Portsmouth Abbey School. Outside of his advisory role, he has been involved with the Carnegie Abbey / Aquidneck Club for ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on blending fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Brandon Lumbert is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His career includes roles at Fidelity, Partners Insurance, and several other companies across various sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, use of AI-driven research methods, and delivering model portfolios through Fidelity Institutional Wealth Adviser.

Stefen Mee is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work history includes roles at Oyster Harbors Club, Milestone Financial Planning, and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nathaniel Wojcik is a financial advisor with Merrill holding a Series 66 license and beginning his advisory career in 2026. His prior experience includes roles at Bank of America, Equitable Advisors, and the Richline Group, a Berkshire Hathaway company. 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 to individuals, high-net-worth clients, pension plans, and charitable organizations.

Tiffani Leary is a financial advisor at Charles Schwab with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2021. Her prior experience includes roles at TD Ameritrade and Scottrade. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services across multiple wrap programs.