Steve Wolfe is currently serving as a Branch Leader at Fidelity, a position he has held since 2025. In this role, he leads and inspires a team of Financial Professionals who guide clients through various stages of their financial journeys. His approach emphasizes collaborative planning, co-creation, trust, and fostering long-term relationships to address clients' personal financial needs. Steve has extensive experience in the financial services industry. Since 2020, he has worked as a Financial Consultant at Fidelity Investments. Prior to that, he was a Wealth Management Advisor at TIAA from 2016 to 2020 and a Financial Solutions Advisor at Merrill Lynch from 2014 to 2016. He also held the role of VP and Financial Consultant at Fidelity Investments in 2025.

John Farley is a financial advisor with LPL Financial in Portsmouth, Rhode Island, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Stifel for six years and Advest, Inc. for seven years. Outside of finance, he owns two small businesses: John C Farley Photography and Portsmouth Woodworks. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, leveraging model portfolios, third-party subadvisors, and customized strategies for its extensive advisor network.

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.

William Gourd is a financial advisor with UBS Financial Services in East Greenwich, RI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at UBS since 2008 and was previously employed at Lehman Brothers Inc. in 2008. Outside of his advisory role, he serves on the advisory board of Pet's Best Life, providing input on the company’s strategic direction in the dog treat market. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor solutions based on proprietary research and model-based asset allocations.

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.

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.

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.

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.

Sarah Lavigne is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 credential and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of financial services, she was involved with Lavigne Manufacturing, a manufacturing business in Rhode Island. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.