Cleidir Mendes currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he works closely with individuals and families to understand their financial goals, values, and priorities, providing personalized guidance and committed service to help clients feel confident and prepared for their financial future. Mr. Mendes has progressed through several positions at Fidelity Investments since 2022, including roles as Investments Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate. His experience spans client relationship management and investment support within the company. No information about Mr. Mendes's education, credentials, personal interests, or community involvement was provided.

Christian Mcneilly is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he was involved with several businesses including Midtown Oyster Bar and Scales and Shells. Outside of his advisory work, he has experience in hospitality and social club operations. Fidelity's Strategic Advisers LLC provides 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 manage model portfolios comprising mutual funds, ETFs, and ETPs.

James Bonaccorsi is a financial advisor with LPL Financial in Dedham, MA, holding a Series 63 license and bringing 46 years of industry experience. He worked for Cadaret, Grant & Co., Inc. for 36 years before joining LPL Financial in 2024. Outside of his advisory role, he owns Next Era Tax LLC and provides tax preparation and review services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers various financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mengni Liu is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Bank of America and Tory Burch, as well as positions outside finance in museum and technology sectors. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Taylor is a Series 66-licensed financial advisor with Fidelity, based in Smithfield, Rhode Island, and has four years of industry experience. Prior to joining Fidelity, he worked in retail at Best Buy and was self-employed for five years. Outside of finance, he is active as a professional photographer and musician in the Rhode Island area. Fidelity’s Strategic Advisers LLC, where Jason is affiliated, 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 to manage portfolios and serve multiple registered investment companies.

Brendan Gray is a financial advisor at Fidelity with Series 63 and Series 65 credentials. He has one year of industry experience and previously held roles at Allied Universal, Greater Boston YMCA, and Wincap Financial. His background also includes work with Lifetime Corporation and involvement with Bentley University and Burlington Parks and Recreation Department. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and utilizes systematic methodologies across mutual funds, ETFs, and ETPs, with formal advisory roles to multiple registered investment companies.

Patrick Kumar is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. He has held roles at Fidelity Investments, IGT, and C & K Management Services, where he managed bookkeeping using QuickBooks. 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 deliver diversified model portfolios.

Joseph Fontaine is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at The Container Store and involvement with Traditional Martial Arts RI Inc. He also works as an independent contractor for Shipt Grocery Delivery. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Kerrigan is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory work, he serves as a board member for the Hemisphere Gardens Condo Association in Stoughton, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Andrea Hottleman is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 designations. Hottleman has a background in accounting and tax preparation, including roles at Melissa Gilroy CPA and Pavento Ratcliffe Renzi Co LLC, and owns a sole proprietorship that prepares tax returns and provides bookkeeping services. She also operates Hottleman and Associates, offering financial advisory and wealth management services for individuals and families. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, providing integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm's advisers utilize various tools and analytics to construct diversified portfolios tailored to client risk tolerance and investment preferences.

Kelly Olson is a Series 66 credentialed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Kelly worked at Accenture LLP for six years and held various other roles across different sectors. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction in managing model portfolios drawn from mutual funds, ETFs, and ETPs.

William Avril II is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 42 years of industry experience, including long tenures at MML Investors Services, Inc. since 1996 and Connecticut Mutual Life since 1983. He is also licensed as an agent in individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative annual planning processes.

Joseph Ferreira is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2016 and previously spent five years with Century Bank & Trust. Ferreira is also involved in investment-related activities through two DBAs associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Nicole Thompson is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 66 designation and previously worked at Merrill for eight years. Outside of finance, she has experience in the hospitality industry, having worked at Allstars Bar and Grill for ten years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Jack Leader is a financial advisor with LPL Financial based in Westwood, MA. He holds Series 63 and Series 65 designations and has 48 years of industry experience. Mr. Leader has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 2004. Outside of his advisory role, he is involved in selling life, group/individual health, disability, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Emily Erickson is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Her work history includes multiple roles at Fidelity Investments and positions outside finance, such as involvement with Worcester State University and the Specialty Sandwich Company. Fidelity’s Strategic Advisers LLC 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Greg Voccio is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at Bank of America, Merrill, Euclid Wealth Management, Citizens Securities, and Royal Alliance. Outside of his advisory role, he sells personal items on eBay. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis, and it is noted for its use of algorithmic portfolio construction and its advisory role to multiple registered investment companies.

Thomas Wesner is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, DoorDash, and the Woodward School for Girls. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Tanner Willman is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Kettlebrook Golf Club and entrepreneurial ventures. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Richard Cullen is a financial advisor with Edward Jones in Medfield, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Cullen serves as a co-trustee managing a family trust property in North Conway, NH. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.