Jack Ouellette is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments since 2021 and prior positions at Providence College and Metacomet Country Club. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves a broad client base including registered investment companies and charitable funds.

Elijah Dias De Oliveira is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His background includes positions at PRUCO Securities, Dairy Queen, and political campaign work with Seth Magaziner for Congress. He also attended the University of Maine from 2020 to 2024. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisory services, and access to model portfolios, combining investment advice with brokerage and insurance products through an integrated platform.

Nicholas Lamoureux is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 credentials. His work history includes roles at Fidelity Investments, Rhode Island College, Brooks Brothers, Community College of Rhode Island, and US Valet. 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 is notable for its use of systematic methodologies, AI in research, and its advisory role to multiple registered investment companies.

Joan Costa is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IBM for over two decades before transitioning to financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across various asset classes.

Matthew Corbett is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked in multiple roles within Fidelity since 2005. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, and manages model portfolios with oversight of affiliated and unaffiliated sub-advisers.

Joseph Conaty Jr. is a financial advisor with Ameriprise in Barrington, RI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he has involvement in real estate ownership unrelated to investment activities. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with advisors.

Heather Kendra is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she assists other advisors with plan production through FP Solutions RI. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning and leverages algorithmic tools alongside advisor input to tailor recommendations.

Michael Mason is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at A-Pro Builders Inc, Stallion Express LLC, Fitzy's Pub, the University of Rhode Island, and Boneyard Bar and Grill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. Their investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.

Walter Nencka Jr. is a financial advisor with OSAIC in Warwick, RI, holding Series 63 and Series 65 credentials and with 16 years of industry experience. He previously worked at Jhfn Sii for eight years before joining OSAIC in 2018. He also engages in insurance sales as a sole proprietor. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple platforms to manage portfolios that can include a range of securities and alternative investments, with both discretionary and non-discretionary account options.

Patrick Devlin is a financial advisor at Merrill with a Series 66 designation. He joined Merrill in 2024 and has prior work experience outside the financial industry, including nine years at Carrabba's Italian Grill. 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 supported by internal teams and third-party managers for a range of clients including individuals, high-net-worth investors, and institutions.

Aaliyah Dias is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at CITIZENS Bank for two years and has held various roles outside the financial sector, including positions at Taco Bell, Tjmaxx, and Cunningham Elementary School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management across a diverse range of funds.

Thomas Ambrosone is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual and employment at Amazon, along with several years associated with Wheaton College. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Thomas Johnson is a financial advisor at Fidelity with a Series 66 credential. He began his advisory career in 2024. Prior to joining Fidelity, he has held roles in various industries including telecommunications, real estate, sports and entertainment, and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Colby Barker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he held roles at Johnson & Wales University, Community College of Rhode Island, and Coastal1 Credit Union. Barker also worked at Revival Brewing Company and Lasalle Bakery earlier in his career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes managing model portfolios composed of mutual funds, ETFs, and ETPs, with capabilities in discretionary and non-discretionary advisory services.

Alexander Hosey is a financial advisor at Edward Jones in Cranston, RI, with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2020, Hosey worked with NYLIFE Securities LLC and New York Life Insurance Company. He is involved in his family’s catering business, Pauly Pentas Italian Deli, volunteering there during the holidays. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of advisors and branches, providing both discretionary and non-discretionary investment solutions under a fiduciary standard.

Michael O Keefe is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. He also has experience outside finance, including a two-year period with the International Tennis Hall of Fame. 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.

Peter Sprayregen is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His professional background includes roles in real estate firms such as Berkshire Hathaway Home Services, JL+Core Real Estate and Property Management, Compass Real Estate, and Coldwell Banker Landmarks Real Estate before joining Fidelity. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

Brendan Nolty is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in real estate services with Key Real Estate Services and Keller Williams Realty. He also has experience assisting buyers and sellers as an independent contractor in real estate transactions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of proprietary research, quantitative analysis, and systematic methodologies in its investment process.

Kevin Beaulieu is a financial advisor at Osaic Wealth, Inc. with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Osaic in 2018, he worked for Signator Investors, Inc. for 31 years. Beaulieu operates a fixed life insurance brokerage and a life and health insurance sole proprietorship. Osaic Wealth, Inc. serves a wide range of clients including retail investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset allocation tools, risk-tolerance questionnaires, and access to third-party money managers, offering portfolios that include a variety of investment types managed on both discretionary and non-discretionary bases.

Paul Burns is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Fidelity Investments since 2021, following roles in staffing and retail sectors as well as studies at Stonehill College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad 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 advisory services.