Yahaira Placencia is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill and Bank of America since 2001 and 2014, respectively. Placencia serves on the boards of Neighborhood Health Plan of Rhode Island and United Way of Rhode Island, where she contributes to strategic planning and organizational oversight. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Matthew Butzke is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Tesla Energy for four years and Westmill Preservation Services for three years. He holds a Series 66 designation. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Mark Leone is a financial advisor with Cetera, holding a Series 63 designation and bringing 33 years of industry experience. His career includes prior roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is an independent insurance agent selling fixed insurance products and shares office space with a CPA firm that refers investment and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Kevin Gertsman is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes positions at Initium Consulting Group LLC and Ra Medical Systems. Kevin’s career spans both consulting and healthcare sectors before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Jennifer Botelho is a financial advisor at Fidelity with 18 years of experience in the industry. She previously worked at Citizens Bank for 12 years before joining Fidelity in 2026. She holds Series 63 and Series 65 licenses and serves as a Notary Public. Fidelity’s subsidiary, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable use of AI and systematic methodologies.

Samuel Freedman is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior roles include positions at Amplified Planning and Banfield Pet Hospital. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm also manages multiple registered investment companies and delivers model portfolios using advanced methodologies, including AI and algorithmic techniques.

Ryan Hanley is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2017. Prior to entering the financial industry, he spent 20 years at Allen Young Movers. Ryan works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Louis Kline is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 designations and bringing 30 years of industry experience. His prior roles include 16 years at Lincoln Financial Advisors and two years at MetLife Investment Fund Services LLC. He is also the managing partner of Dean Ave Planning Group LLC, a financial planning firm. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms and third-party advisers, including proprietary model strategies under the Founders Gate Capital brand.

Charles Last is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Fordham University, BMW of Sudbury, and other organizations. 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Levi Shapiro is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various positions in the education and service sectors, including roles at Florida Southern College and DJM Consulting. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Erin Murdock is a financial advisor with LPL Financial, holding a Series 66 designation and having two years of industry experience. She concurrently manages outside roles as an artist and musician and operates a business called The Upcycled Maverick. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by technology and serves over 22,800 advisors nationwide.

John Thompson is a CFA® charterholder with 33 years of industry experience. He currently works at Fidelity and has held roles at Fidelity Brokerage Services LLC, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Kenneth Jackson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. His work history includes multiple roles at Fidelity Investments since 2020. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Patricia Hennedy is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ross Marsden is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked in educational roles at Rhode Island College and Bristol Community College. He volunteers as the Director of Coaching for the Coventry Soccer Association, assisting in training and supporting soccer coaches. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across a range of investment products.

Tyler Smith is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Bank of America and involvement with Evolution Baseball LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and affiliations supporting a diverse array of investment strategies.

Brennan Mellor is a financial advisor at Fidelity with a Series 66 designation and one year of experience in the industry. His prior roles include various positions across sectors such as education and management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Robert Silva is a financial advisor at Merrill with 23 years of industry experience. He holds the 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hannah Page is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. She previously held roles at Gregs, Hope Events, Brookline Bancorp, and other firms. In addition to her advisory duties, she is a licensed public notary in Providence, Rhode Island. 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 across a broad investable universe. The firm is noted for its registered commodity pool operator status, advisory roles with multiple registered investment companies, and use of AI-driven research methods.

Michael Breen is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and Citizens Bank. Outside of his advisory role, he operates a car cleaning business called Smooth Touch Auto Spa. 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. The firm offers various services including discretionary portfolio management and fund advisory, and it incorporates systematic methodologies and AI in its investment process.