Nancy Madonna is a financial advisor with Ameriprise in Mansfield, MA, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise since 2009, including her current role at the firm since 2020. Outside of her advisory work, she is employed by Certainty of Uncertainty, LLC, an advisor-owned entity established to manage her practice. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement-income recommendations.

Joseph Donovan is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. Prior to his current role, he worked at Verum, LLC and Bay Financial Advisors, where he also provided financial planning and consulting services. He serves as a notary and is a for-profit board member at Partners Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies through a large network of advisors and combines its advisory platform with multiple financial products and services.

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, holding a Series 63 license and bringing 47 years of industry experience. He previously spent 36 years at Cadaret, Grant & Co., Inc. Outside of advising, he owns Next Era Tax LLC, a business entity focused on tax and investment purposes. 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, and institutional platforms, supported by a network of investment adviser representatives.

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 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked at IGT and managed bookkeeping duties at C & K Management Services, Inc. Patrick has experience in roles outside finance, including positions at Bryant University and Dunkin Donuts. Fidelity, through its affiliate Strategic Advisers LLC, offers investment management and advisory services to a diverse client base that includes retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios of mutual funds, ETFs, and ETPs.

Joseph Fontaine is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Before joining Fidelity in 2024, he worked in various roles including at The Container Store and Traditional Martial Arts RI Inc. He also works as an independent contractor for Shipt Grocery Delivery. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including registered investment companies and employs systematic methodologies with oversight controls.

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 bringing 17 years of industry experience. His prior roles include positions at Century Bank & Trust, Citizens Securities, Inc., and Edward Jones. 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 and access to model portfolios and third-party asset management across various investment strategies.

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.

Logan Hilger is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2024, he held roles at Sacred Heart University and Scotch Plains Tavern. He has also been involved with Old Saybrook Parks & Recreation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Jack Leader is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 designations and 48 years of industry experience. He has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 2004. Outside of his advisory role, he is involved in selling non-variable insurance products including life, group and individual health, disability, long-term care insurance, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a large network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

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 with Fidelity who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at several notable firms, including Merrill, Bank of America, and Citizens Securities. Outside of his advisory work, he sells personal items on eBay. Fidelity’s Strategic Advisers LLC provides 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 systematic methodologies in portfolio construction.