Keith Ninesling is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he worked at Investment Professionals, Inc. for nine years and has experience with the US Census Bureau. He serves as an officer and coordinator of scholarship applications for the Citizens Scholarship Foundation of Mansfield, MA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory with oversight of affiliated and unaffiliated sub-advisers.

Vincent Beaudoin is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jack Tubridy is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at ConnSTEP, Caxton FX, CT Financial Partners, and work at the University of Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of fund-of-funds and model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator as well as an advisor to multiple registered investment companies.

Madelyn Cox is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Her prior work history includes roles at Salve Regina University, AARP Foundation, and Castle Hill Inn. 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 offers discretionary and non-discretionary portfolio management, fund advisory services, and delivers model portfolios using systematic methodologies.

Janet Goglia is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and investment solutions.

Ryan Pitrus is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his career in 2024. His prior work experience includes roles at Berkshire Hathaway, Locus Robotics, and Century 21. Strategic Advisers LLC, a Fidelity Investments company, provides a range of 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 is noted for its registration with the CFTC as a commodity pool operator, formal advisory roles to multiple registered investment companies, and the use of AI and algorithmic methods in its investment process.

Karen O'Kane is a Series 66-licensed financial advisor at Merrill with 19 years of industry experience. She has been with Merrill since 2016. 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.

Benjamin Winters is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Franklin & Marshall College and RxSense. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with a distinctive focus on systematic methodologies and oversight.

Farrel Simpson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017, following a one-year tenure at UBS Financial Services. 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.

Tyler Troiano is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Merrill Lynch, Citizens Securities, JP Morgan Chase & Co., and Bankers Life. Before entering the financial industry, he worked for five years at Alberto's Pub and Pizza. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nathan Keeney is a financial advisor with Fidelity Investments in Smithfield, RI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at AT&T, T-Mobile, and several positions at the University of Connecticut. Outside of finance, he is involved in event catering and food delivery services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction for model portfolios built from mutual funds, ETFs, and ETPs.

Aaron Mccormick is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Merrill since 2013. Outside of his advisory work, he owns a sole proprietorship selling original artwork focused on animals and nature and is involved in producing arts and culture-related online audio and video content. 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 various institutional investors.

Sierra LaBonte is a Planning Consultant at Fidelity Investments, where she assists clients in creating personalized investment strategies aligned with their unique goals and motivations. She focuses on thoughtful planning and guidance to support clients in achieving long-term financial stability and confidence in their future. Her experience at Fidelity Investments includes progressive roles such as Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. These positions have contributed to her expertise in investment solutions and client relationship management. Sierra holds insurance licenses for both Arkansas and California.

Andrew Carroll is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Pioneer Valley Federal Credit Union, American Honda Finance Company, and Wells Fargo Dealer Services. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves as an adviser to multiple registered investment companies.

Cole Streicher is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has held roles at Fidelity Investments since 2022 and previously worked with Skill's For Rhode Island's Future and the University of Rhode Island. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both 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 manage model portfolios across mutual funds, ETFs, and ETPs.

Kassidy Jean Charles is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Kassidy worked in various roles including positions at Ocean Spray Cranberries, J Crew, and JC Medical Centers. Outside of advising, she manages HRIS and payroll processing for a private internal medicine practice and provides pet care services in the Providence area. 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 systematic portfolio construction to deliver model portfolios across multiple investment platforms.

Michael Marge is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Foxboro, MA. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, and Santander Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Michael Bogosian is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he works as a freelance videographer, recording local sports games and creating highlight reels. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios including fund advisory and model portfolios, with oversight on sub-advisers and share class allocations.

Philip Sartori is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has been with LPL Financial since 2005, including its predecessor LINSCO/PRIVATE LEDGER CORP. Sartori is also involved in the insurance sector through multiple insurance agency activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, advisory programs, and retirement consulting, offering both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

James Mullen is a Series 66-credentialed advisor at Fidelity with one year of experience in the financial industry. Prior to joining Fidelity, he spent a decade as a freelance saxophonist and operated the Mullen Saxophone Studio, alongside involvement with the Foster-Glo Gloucester Regional School District and Rick's Musical Instruments. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and maintains regulatory registrations and advisory roles that distinguish it among large institutional peers.