James Robichaud is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at R K Baker & Associates and Northeast Family Services. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Nicholas Dubois is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, his background includes roles in retail and service sectors, as well as a brief position at Trinity Solar. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including management of model portfolios that combine fundamental research with quantitative analysis and algorithmic portfolio construction.

Becky Berman is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity, she was involved with B Berman Homes LLC for five years. In addition to her advisory work, she serves as direct support staff at the Fogarty Center, assisting adults with disabilities in developing and maintaining independence and community involvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering a range of services from discretionary portfolio management to fund advisory and model portfolio delivery.

Susan Mcguire is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bay Financial Associates since 2011, joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

William Slaney is a financial advisor with Ameriprise in Cumberland, RI, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in managing a real estate holding company and serves as Assistant Chief Investment Officer at SNE Operations, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Jack Citarell is an Investment Consultant at Fidelity Investments, where he has been working since 2026. He collaborates with families on their longer term goals by providing investment guidance, retirement planning, and legacy planning considerations. Prior to his current role, Jack served as a Planning Consultant at Fidelity Investments from 2023 to 2026 and as a Workplace Planning Consultant from 2021 to 2023. Outside of his professional career, Jack enjoys baseball, boating, fishing, football, golf, and participating in social events with friends.

David Goganian is a financial advisor with Fidelity, holding Series 63, 65, and 66 designations and 29 years of industry experience. His prior roles include positions at John Hancock Distributors LLC and New York Life Investment Management LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Sean Mcsweeney is a financial advisor with Fidelity who holds the Series 66 designation and has two years of industry experience. Prior to his current role, he worked in several service and hospitality positions, including at Davio's Northern Italian Steakhouse. Outside of his advisory career, he has experience working in the restaurant industry as a server. Fidelity’s affiliate Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Nicholas Kakas is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 24 years of industry experience. His prior roles include positions at LPL Financial, Digital Federal Credit Union, and First Technology Federal Credit Union. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and advisory services through a nationwide network of independent advisors. The firm utilizes a multi-manager platform that provides access to affiliated and third-party strategies across diverse program structures.

Matthew Bianco is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments and the University of Rhode Island. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and the integration of AI and algorithmic tools in its research.

Jude Hage is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity Investments, Robert Half, Northwestern Mutual, and several other organizations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios.

Kelly Fagan is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. Prior to joining LPL Enterprise in 2024, Fagan worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Fagan has been involved with Belladonna Corp., also known as Vinbin Wine Shop, since 2013. LPL Enterprise provides investment advisory and brokerage services to various clients, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Thomas Richardson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work history includes roles at Navigant Credit Union and various positions during his time at Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing model portfolios made up of mutual funds, ETFs, and ETPs.

Nicholas Stanton is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Charles Schwab. He previously worked for TD Ameritrade for 10 years before joining Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and alternative investment research.

Christopher Casey 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 briefly at Rucker Investments and held various roles at Dell EMC. 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.

Robert Andreola Jr. is a CFP® with 33 years of industry experience, currently serving at Edelman Financial Engines. He has been with the firm or its predecessors since 2016 and has operated Teachers Driving Academy since 2009. Edelman Financial Engines provides technology-enabled 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 management and non-discretionary online advice.

Alexander Morse is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked as a seller and streamer on the WhatNot platform and managed an online sports card business as sole proprietor of Morse LLC. Fidelity’s 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 discretionary management.

Alexander Zimmerman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes multiple roles at the University of Massachusetts Amherst and Investcloud. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, emphasizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Kevin Johnson is a financial advisor at Edward Jones in Franklin, MA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel O'Neill Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved in a non-variable insurance business related to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.