Daniel Shea is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at various Fidelity entities since 2006. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery through a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Cory Clark is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at DALBAR, Inc. for eight years and operated the Law Office of Cory Clark for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Murray is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at the University of Rhode Island and worked with various companies including Prospect CharterCARE and Doordash. 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 from mutual funds, ETFs, and ETPs. The firm also engages in fund advisory, management consulting, and utilizes algorithmic methods in its investment process.

Dylan Eleoff Edwards is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining Fidelity, he worked at Citizens Bank and its affiliated entities. 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 to deliver diversified model portfolios and manage registered investment companies.

William Mattey is a Financial Consultant currently working at Fidelity Investments since 2016. In this role, he partners with individuals to guide them through the complexities of financial planning aimed at growing, protecting, and maintaining their wealth. He has accrued extensive experience in financial services, having held various positions including Investment Consultant at Fidelity Investments from 2014 to 2016, Director of Fixed Income Sales at Oppenheimer & Co, Inc from 2011 to 2012, Director of Fixed Income Sales at Susquehanna International Group from 2010 to 2011, Fixed Income Sales at JP Morgan from 2000 to 2010, and Product Specialist at John Hancock from 1998 to 1999.

Kyle Couture is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he held roles at DoorDash, BankNewport, and Johnson & Wales University, among others. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and its advisory role to multiple registered investment companies.

Austin Morgan is a Series 66 licensed financial advisor with Fidelity Investments, based in Smithfield, RI. He began his advisory career at Fidelity in 2025 and has prior work experience at Westfield State University and The Hollister Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Paul Chaput is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior roles include positions at Boston Benefits Group and Winslow, Evans & Crocker, Inc. In addition to his advisory work, he serves as a locomotive engineer for Keolis Commuter Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs and services supported by proprietary and third-party research, providing both discretionary and non-discretionary portfolio management solutions.

Tracey Peterson is a CFP® with 32 years of industry experience, currently serving at Fidelity. She has held multiple roles within Fidelity Brokerage Services since 1993, with a brief period at Ascena Retail in 2019. She works at Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Daniel Richardson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at the Rhode Island Department of Environmental Management and work in education at Rhode Island College and Ponaganset High School. 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 develop model portfolios that utilize mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and incorporates systematic methodologies and long-term asset allocation benchmarks in its investment process.

Michelle Couture is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2009. Prior to that, she has worked with Bank of America, N.A. since 2004. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies implemented through its integration with Bank of America’s broader corporate platform.

Sean Wetherbee is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting clients through both discretionary and non-discretionary advisory relationships.

Shane Welter is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held roles in various sectors including funeral services and healthcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base ranging from retail investors to institutional entities. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Stephen Mccourt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Hayden Shinn is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held positions at Honeyhive Capital and Market on Main, among other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Thomas Carlow Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and having 10 years of industry experience. He is a partial owner and independent contractor at 1776 Financial Services Inc., where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a range of implementation options through brokerage or advisory accounts and outside managers.

Tony DellAquila is a Financial Consultant at Fidelity Investments, a role he began in 2024. He partners with clients to create personalized comprehensive financial plans that align with their values, goals, and future aspirations. Tony leverages his experience to assist clients in pursuing their goals and providing peace of mind. Before joining Fidelity Investments, Tony held several positions at Merrill Lynch from 2015 to 2024, including Vice President Relationship Manager, AVP Relationship Manager, Premium Investment Specialist, and Service and Trade Investment Specialist. His decade of experience in the financial services industry has equipped him with a broad understanding of investment strategies and client relationship management. Outside of his professional work, Tony's personal interests include cooking and baking, golf, skiing, and traveling.

James Scannell is a financial advisor at Edelman Financial Engines with a Series 65 credential. He has varied work experience including roles at Edelman Financial Engines since 2021 and prior positions outside the financial industry. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options.

Michael Lucarello is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He is the owner of two tax preparation businesses and manages a beekeeping operation that sells honey. Additionally, he holds an executive producer role in a film investment enterprise. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Christopher Giacin is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at TruVideo and Dedham Country and Polo Club. 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 blends fundamental research with quantitative analysis and algorithmic portfolio construction, and offers both discretionary and non-discretionary advisory services.