Ronald Kashmanian is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships using firm-approved analytical tools.

Darren De Angelis Jr. is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has been with Osaic since 2025. His prior work experience includes roles at Unishippers - Team Bennett and Stop & Shop Supermarket Company. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing various portfolio construction tools and third-party solutions.

John Leary is a CFP® professional with 30 years of industry experience and has been with Edward Jones since 2003. He holds Series 63, 65, and 66 licenses. Outside of his advisory role, he serves as Chair of the Board of Management for the Bayside YMCA, representing the local branch on the Greater Providence YMCA board. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Trina Mitchell is a financial advisor with Merrill based in Riverside, Rhode Island, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has worked at Merrill since 2009 and is also currently employed with Bank of America. Outside of her advisory role, she serves in the U.S. Army Reserve and owns a fitness coaching business. 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, and institutional investors, with a focus on strategic asset allocation and tax-sensitive approaches.

Andrew Plympton is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. His prior work includes roles at Driscoll Management and Bentley University, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and for employing systematic methods, including AI, in its investment processes.

Andrew Schneider is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Unibank for Savings and Polyvinyl Films, Inc., among others. Outside of finance, he has worked in various sectors including education and food service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Christopher Koons is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience with firms including Craftwherk Productions, BK International Education Consultancy, Athleta LLC, and VideoLink. Outside of finance, he is a singer in a band that performs publicly. Fidelity's Strategic Advisers division provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ashley Brown is a financial advisor at Merrill with a Series 66 license and four years of industry experience. She has been with Merrill since 2021 and has been affiliated with Bank of America since 2015. Outside of her advisory role, she works as an independent consultant for Rodan + Fields, providing skincare consultations and product sales. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Samantha Ireland is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. She has worked at Fidelity Investments since 2025. Outside of her advisory role, she is employed as a caretaker for a disabled client on weekends through The Fogarty Center. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Wesley Witcher is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His background includes roles at companies such as DoorDash, W.B. Mason Company Headquarters, and Johnson and Wales University. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Dennis Blais is a financial advisor at Merrill with 20 years of experience at the firm and holds the Series 66 designation. He is based in Riverside, RI. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Teresa Smith is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2018. 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.

Quinlan Matthews is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Matthews held roles at Delaware North, Education First, and General Dynamics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Ferrie is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at Quidnessett Country Club and the University of Tampa. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide tailored recommendations.

Michael Gaulin is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He works closely with clients to develop personalized financial strategies that align with their values and focus on helping them make steady progress toward their goals. Michael has been with Fidelity Investments since 2019, gaining experience across various roles including Planning Consultant, Investment Solutions Help Desk, Investment Solutions Representative, and Brokerage Operations Representative. His career path reflects a comprehensive understanding of investment consulting and client service within the financial industry. Outside of his professional work, Michael's personal interests include beach activities, biking, boating, golf, skiing, and traveling.

Gregory Silva is a CFA® charterholder and holds a Series 63 license with 23 years of industry experience. He has worked at Ameriprise since 2020 and previously spent nine years with LPL Financial and Webster Bank. He is based in Cranston, Rhode Island. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeremy Foskett is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009. Outside of his advisory role, he serves as a board member of the Charlton Massachusetts Finance Committee. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Deivy Garcia Permanez is a Series 66 licensed advisor at Merrill with one year of industry experience. Prior to joining Merrill, he held positions at Santander Bank N.A., Towne Park, Ltd, ALDO Group, and has experience in education at Florida International University, Miami Dade College, and Mater Academy Middle High School. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Bass is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked in various roles including positions at Stonehill College, W.B. Mason, and Bass Resort Sales Corp. Outside of his advisory work, he has experience in athletics through F.A.S.T. Athletics. 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.

Derek Razza is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Pioneer Financial and has a diverse background including management experience at High Spirits Liquors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive capabilities include serving as a commodity pool operator and advising multiple registered investment companies.