Jaden Bauch is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and no prior industry experience. Before joining LPL Enterprise, Bauch held positions in various sectors including financial aid at Maine College of Art & Design and roles at TruChoice Federal Credit Union and several retail and service businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with a range of financial products.

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.

James Zamil is a financial advisor at Ameriprise with 35 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he is involved in real estate ownership focused on multi-family properties. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Derek Dipetrillo is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Shedrack Bogonko is a financial advisor at Fidelity with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held positions at several organizations, including Laurel Ridge Rehabilitation and Dunkin. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Ranni Mc Sally is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and previously worked at U.S. Trust from 2015 to 2019. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Brian O'Mara is a financial advisor at Fidelity with 13 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. O'Mara has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies, with noted involvement in algorithmic portfolio construction and proxy-voting governance.

Damon Raposa is an Investment Solutions Representative III at Fidelity Investments. He brings experience in investment solutions and customer relationship advocacy gained through various roles within the company since 2021. In his current role, Damon focuses on providing personalized financial planning by listening to clients' goals and priorities. He emphasizes disciplined, long-term investing principles and clear communication to support clients in making informed decisions. Outside of his professional work, Damon has interests in baseball, cars, comedy, fitness, movies, and pets.

Colin Miller is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions in various customer service and operations roles at organizations including Tavern in the Square and Yawgoo Valley Ski Area & Water Park. Strategic Advisers LLC, a Fidelity Investments company, 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 serves a diverse client base, including charitable funds and registered investment companies, and uses systematic methodologies to build model portfolios from mutual funds, ETFs, and ETPs.

Paula Villarruel Saavedra is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles in various sectors such as education, retail, and employment services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of AI-driven research methods.

Kevin Riley is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at the U.S. Department of Commerce’s U.S. Census Bureau and has also been involved in self-employment roles including delivery services with Spark and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a mix of discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios using mutual funds, ETFs, and ETPs.

Trobel Bloe is a financial advisor at LPL Enterprise with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Enterprise, he worked at Santander Securities, LLC, Santander Bank, NA, and Citizens Bank, NA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that also includes brokerage and insurance products.

Ryan Peterson is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a blend of proprietary fundamental research and quantitative analysis in its investment process. The firm is noted for its use of algorithmic portfolio construction, advisory roles to multiple registered investment companies, and registration as a commodity pool operator.

Samuel Siegal is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes multiple roles at Fidelity Investments and various positions connected to the University of New Hampshire and other local businesses. Fidelity's Strategic Advisers LLC provides 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 offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and proxy-voting governance.

Michael Peasley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Cco Investment Services Corp from 2009 to 2022, followed by positions at MassMutual and Mass Mutual Investors Services since 2022. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved analytical tools and delivers written recommendations while allowing clients to decide on implementation separately.

Samuel Raheb is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Citizens Securities, Inc. and Santander Investment Services prior to joining J.P. Morgan Securities. Outside of his advisory role, he owns and manages rental properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Charlie Matos is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked in real estate and telecommunications, including roles at Premier Realty Group and AT&T. He is also a licensed realtor in Rhode Island, working as an independent contractor guiding clients through property transactions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Colby Leighton is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2025. His prior work includes roles in the hospitality and food service industries, including positions at The Voyage Irish Pub & Restaurant and The Blacksmith Tavern. He has experience across several small businesses in Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary research with quantitative and algorithmic portfolio construction. The firm is involved in managing model portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Yvonne Beaudreau is a financial advisor at Edelman Financial Engines with eight years of industry experience. She holds Series 66 and Series 65 licenses and has worked at Edelman Financial Engines and its predecessor firms since 2018, with prior experience at Watermark Wealth Strategies and Freedom Trail Financial. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options.