Brandon Kelley is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at New York Life Insurance Company, St. Vincent Hospital, and Market Basket. 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 manages various fund structures and model portfolios, utilizing systematic methodologies and maintaining oversight of sub-advisers and share allocations.

Christopher Lepine is a Series 66 licensed financial advisor with four years of industry experience. He has been with LPL Financial since 2024 and previously worked at Securities America Advisors and McAdam Financial. Lepine also serves as a notary public in Rhode Island. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing tools and a broad network of over 22,800 advisors.

Joshua Favret is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aimed at achieving their individual goals. He emphasizes understanding each client's unique situation to tailor investment strategies that align with their envisioned future. Joshua has been with Fidelity Investments since 2022, progressing through roles including Financial Planning Associate and various levels of Workplace Planning Consultant before becoming a Financial Consultant in 2024. He holds an Arkansas Insurance License. Outside of his professional role, Joshua enjoys activities such as beach outings, snowboarding, surfing, social events with friends, and exploring culinary experiences.

Jennifer Lightman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She has worked at Fidelity Investments since 2021 and previously spent ten years at Hebrew Senior Life. 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 diversified model portfolios and serves in advisory roles to multiple registered funds.

Brendan Hall is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes multiple roles at Fidelity and prior experience in various positions across education and logistics sectors. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, 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.

Sarah Morrow is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Robert Frieling for eight years before joining Fidelity in 2022. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Jonathan O’Meara is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience with Wheaton College and youth sports associations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it holds distinctive roles such as CFTC registration and advisory to multiple registered investment companies.

Mark Dittrich is a financial advisor with Raymond James Financial Services Advisors, Inc. in Franklin, MA, holding CFP® certification and multiple securities licenses. He has 33 years of industry experience and has been with Raymond James since 2009. Outside of his advisory role, he is the owner of a support company and serves as a general partner in a realty LLC, as well as a paid notary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports its broad advisor network with institutional consulting and portfolio management.

Nicholas Cehelsky is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work experience includes roles at UPS, Amazon, DoorDash, and the University of Rhode Island. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Nicholas Gannon is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He previously worked at Compass and served the Town of North Providence for ten years. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and conflict-of-interest controls.

Christian Cataldo is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Boston Financial Management and held a role with the Town of Marshfield. Outside of his advisory work, he is employed at Lovell Academy, a boarding school in Massachusetts, where he oversees student attendance and location during school hours. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also employs algorithmic methods and maintains formal advisory roles to multiple registered investment companies.

Lyse Anne Lepine is a Series 66 licensed financial advisor with eight years of industry experience, currently with LPL Financial since 2024. She previously worked at Securities America Advisors and Securities America, Inc. from 2017 through 2024, and was a homemaker prior to entering the financial services field. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jason Catalan is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill and Bank of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advisory mandates.

Michael Capalbo is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, Capalbo is involved as a youth and high school lacrosse referee in Rhode Island and participates as a background actor in movies and television. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven approach to investment implementation and offers financial planning, access to third-party asset managers, and various insurance-related services.

Tasha Reeves is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Old Dominion Freight for eight years before joining Fidelity. 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. The firm also serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Raymond Arruda Jr. is a CFP®-designated financial advisor with Ameriprise, based in Johnston, RI, and has 31 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he operates a part-time disc jockey business called The Music Shop. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Carrigan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in various roles including a position at the LEGO Group. Outside of finance, he is involved in freelance post-production editing and co-hosts a film and psychology podcast. Fidelity, through its affiliate 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 deliver model portfolios and advisory solutions.

Daniel Girard Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cambridge Investment Research since 2013. Girard serves as a board member for the Society of Financial Service Professionals, Worcester Chapter, and the NAIFA Foundation. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse range of individual and institutional clients, including pension and charitable organizations. The firm operates through a large network of financial professionals and offers multiple account platforms and proprietary model strategies.

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 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.