Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Myuran R
Series 63, Series 66
Smithfield, RI
Fidelity
Myuran Ratnaseelan is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes roles at Fidelity Brokerage Services LLC since 2017 and Veritude Fidelity Investments from 2016 to 2017. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios drawn from mutual funds, ETFs, and ETPs.
Manlio D
Series 63, Series 66
Smithfield, RI
Fidelity
Manlio DiRocco is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to develop personalized financial strategies tailored to their preferences and priorities. His objective is to ensure clients feel supported, confident, and comfortable with their financial plans. Manlio has progressed through a series of roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2021. He then held successive positions as Investment Solutions Representative I, II, and III from 2022 to 2025 before becoming a Financial Consultant in 2025. This experience reflects a consistent focus on investment solutions and client relations, contributing to his expertise in the field. He holds insurance licenses for Arkansas and California. Outside of his professional life, Manlio engages in activities such as family activities, fishing, fitness, hiking, motorcycles, and traveling.
Reid D
Series 66
Smithfield, RI
Fidelity
Reid Delanois is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His background includes roles at Fidelity Investments, DePuy Synthes, Aloha Tournaments, Bucknell University, and Loyola Blakefield. 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’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios of mutual funds, ETFs, and ETPs.
Emilo E
Series 66, Series 63
Smithfield, RI
Fidelity
Emilo Espinoza Argueta is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in roles including global finance and SAP solutions at Bloomberg L.P. and involvement with the Hamptons International Film Festival. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.
Kevin D
Series 63, Series 65
Smithfield, RI
Fidelity
Kevin Dowling is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Citizens Securities, Citizens Bank, and CCO Investment Services Corp. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.
John C
CFP®, Series 66
Smithfield, RI
Fidelity
John Cahill is an Investment Consultant currently working with Fidelity Investments since 2023. He partners with clients to create customized financial plans tailored to their unique needs, aiming to bring confidence to their financial futures. John's professional experience includes roles as a Financial Advisor at Capitol Securities Management from 2022 to 2023 and as a Financial Professional at Equitable Advisors from 2020 to 2022. Throughout his career, he has focused on understanding clients' short, intermediate, and long-term goals to provide a beneficial experience throughout their financial journeys. Outside of his professional work, John enjoys cooking and baking, fitness activities, exploring food, social events with friends, golf, and snowboarding.
Andrew M
Series 66
Smithfield, RI
Fidelity
Andrew Medina is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Suburban Home Health Care and various positions spanning consulting engineering, hospitality, and retail. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.
Ian G
Series 63, Series 66
Smithfield, RI
Fidelity
Ian Goldberg is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at MJT Transportation, BetterTrader, and Amazon, as well as involvement with youth-oriented organizations such as Camp Young Judaea and Young Entrepreneurs Across America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, leveraging a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.
Charles R
Series 66, Series 63
Smithfield, RI
Fidelity
Charles Rego is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions in the solar energy sector and various other industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.
Matthew S
Series 66
Smithfield, RI
Fidelity
Matthew Smith is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles in the financial services industry, including Financial Consultant Partner and Investment Consultant at Charles Schwab from 2021 to 2023, as well as positions at Merrill Edge from 2018 to 2021, progressing from Investment Specialist to Premium Elite Relationship Manager. Matthew holds insurance licenses for Arkansas and California. His professional approach involves partnering with clients and their families to understand their personal situations and priorities. He focuses on building relationships through meaningful conversations and personalized financial planning to help clients make informed decisions and achieve their financial goals. Outside of his professional work, Matthew enjoys boating, family activities, fitness, football, golf, and spending time at the lake.
Alexander G
Series 66, Series 63
Smithfield, RI
Fidelity
Alexander Gagnier is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Nylife Securities LLC, New York Life, and The Hartford Insurance Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.
Henri G
Series 63, Series 66
Smithfield, RI
Fidelity
Henri Guerin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes roles at Ameriprise Financial and various positions held during his time at Bryant University. 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 composed of mutual funds, ETFs, and ETPs.
Brady H
Series 66
Smithfield, RI
Fidelity
Brady Haraden is a financial advisor at Fidelity with one year of industry experience and a Series 66 designation. Prior to joining Fidelity, he worked at Charles Schwab & Co. and has held various positions including roles in education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.
Mark R
Series 66
Smithfield, RI
Fidelity
Mark Ramjatan is a financial advisor with Fidelity, holding a Series 66 designation and having recently begun his career in the industry. Prior to joining Fidelity, he held various roles including at BMW of West Springfield and Cornerstone Bank. Outside of his advisory work, he is involved as a gas station manager and bookkeeper at a family-owned business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.
John M
Series 66
Smithfield, RI
Fidelity
John Macdonald is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to joining Fidelity, he spent time at Capuli and has a background that includes several non-financial roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its work with registered investment companies, use of AI in research, and its role in delivering model portfolios to Fidelity Institutional Wealth Adviser.
Alec R
Series 63, Series 66
Smithfield, RI
Fidelity
Alec Ragusa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at State Street Global Advisors and various non-financial positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.
Aniya C
Series 66
Smithfield, RI
Fidelity
Aniya Combs is a financial advisor with Fidelity and holds a Series 66 designation. She has been with Fidelity since 2023 and has prior experience at CCRI, Transforce, Western Express, Hampton Inn and Suites - Hilton, and Kohl’s. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios.
Carl L
Series 63, Series 66
Smithfield, RI
Fidelity
Carl Lindewall is an Investment Solutions Representative III at Fidelity Investments, where he has progressed through several roles since 2022. His professional experience includes positions as Investment Solutions Representative I and II, as well as Customer Relationship Advocate. Carl focuses on building trust-based client relationships by providing personalized financial guidance and support. He emphasizes understanding clients' unique goals and financial aspirations, aiming to ensure they feel confident and informed in their financial decisions. Carl values transparency, integrity, and clear communication in his planning approach. He holds an Arkansas Insurance License. Outside of his professional work, Carl has interests in cars, golf, motorcycles, outdoor adventures, family activities, and parenthood.
Aidan V
Series 66
Smithfield, RI
Fidelity
Aidan Vaughn is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work experience includes roles at Citizens Bank, GameStop, and Southern New Hampshire University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.
David C
Series 66
Smithfield, RI
Fidelity
Dave Castellone is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. He has held various roles at Fidelity Investments since 2021, progressing from Investment Solutions Representative to Fixed Income Specialist, and then to Financial Consultant positions. His professional experience encompasses a range of responsibilities within investment solutions and fixed income, contributing to his expertise in financial consulting. Dave holds insurance licenses in Arkansas and California. Outside of his professional work, Dave enjoys boating, fishing, golf, and playing musical instruments. He is also engaged in family activities and parenthood.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters