Thomas Mc Donough is a financial advisor at Merrill with a Series 66 designation and over 35 years of industry experience. He worked at BNY from 1990 to 2025 before joining Merrill in 2025. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James McDonnell is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Cetera. His prior roles include positions at LPL Financial and ownership of McDonnell Wealth Inc., a financial services firm he founded. In addition to his advisory work, he is licensed as an insurance agent, selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering access to affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Hayley Lewis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior work includes roles at JPMorgan Chase & Co., Seventy2 Capital Wealth Management, and Norway Savings Bank. 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 mutual funds, ETFs, and ETPs.

Mark Kelley is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Prior to joining Ameriprise, he worked at Granite Telecommunications for eight years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Christopher Antolini is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Edward Jones. Antolini is a committee member and volunteer with the Milford Lions Club in Milford, MA. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management approaches including proprietary models and third-party strategies.

Adam Leech is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Fidelity Investments and the University of New Hampshire. 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 across mutual funds, ETFs, and ETPs. The firm is notable for its advisory roles to multiple registered investment companies and for integrating algorithmic methods and AI in its investment research.

James Andrew Jr. is a financial advisor with Fidelity in Smithfield, RI, holding Series 63 and Series 66 licenses and having three years of industry experience. His work history includes roles at Fidelity Investments beginning in 2022 and prior experience in education and fitness-related positions. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Ryan Hanaway is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He began his career with Fidelity Investments in 2024, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative I and II before his current role. In his professional capacity, Ryan focuses on partnering with clients to understand their short and long-term financial goals and building customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency. Outside of work, Ryan's interests include comedy, family activities, food, golf, movies, and skiing.

David Marion is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Fidelity Investments in various roles since 2014. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and oversight of affiliated sub-advisers.

Christopher Baughan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2011. He also operates Baughan Wealth Management as a DBA in Foxboro, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management and access to diverse model portfolios and research.

David Sousa is a financial advisor with LPL Financial, holding the ChFC® designation and licenses including Series 63 and 65, with 31 years of industry experience. Prior to joining LPL Financial in 2026, he worked for 27 years at OSAIC. Sousa also operates a sole proprietorship offering health, accident, and life brokerage services alongside his investment advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

Ryan Enright is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bentley University, Eversource Energy, and the Hockomock Area YMCA. 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, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Ishatou Jaiteh is a Series 66-licensed financial advisor with Merrill, based in Cumberland, RI, and has 8 years of industry experience. She has been with Merrill since 2014. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Horner is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2013, including a role at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers 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, providing services such as discretionary portfolio management and fund advisory.

Karly Seiffert is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she worked at FP Solutions at Ameriprise Financial for two years. She has held various roles outside finance, including positions at Zip's Diner and a golf course. 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 to manage model portfolios across a wide range of funds.

John Colantuoni is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Sanborn, Head & Associates and a variety of positions outside the financial industry. He operates an eBay business selling sports cards and clothing. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic approaches to construct model portfolios composed of mutual funds, ETFs, and ETPs.

Stephen Davis is a financial advisor with LPL Financial in Mansfield, MA, holding a Series 63 license and 33 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1992. Outside of advisory services, he is involved in insurance sales through his agency, Robert W. Davis Insurance Agency, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and advanced research.

Eric Shepherd is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Personal Trust Company and Shepherd Tax Services, as well as legal experience at his own law office. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Cole Spathakis is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Morgan Stanley, Mystic Market, and Coastal Gourmet Catering. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Patrick Ciummo is a financial advisor with Charles Schwab in Glendale, RI, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.