Thomas Mc Donough is a financial advisor at Merrill with a Series 66 designation and over 35 years of industry experience. He worked at BNY from 1990 to 2025 before joining Merrill in 2025. 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.

James McDonnell is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Cetera. His prior roles include positions at LPL Financial and ownership of McDonnell Wealth Inc., a financial services firm he founded. In addition to his advisory work, he is licensed as an insurance agent, selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering access to affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Hayley Lewis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, she held positions at firms including JPMorgan Chase & Co. and Seventy2 Capital Wealth Management. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse portfolios including mutual funds, ETFs, and fund-of-funds structures.

Mark Kelley is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Prior to joining Ameriprise, he worked at Granite Telecommunications for eight years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Christopher Antolini is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Edward Jones. He is also a committee member and volunteer with the Milford Lions Club in Milford, Massachusetts. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians and maintains proprietary model strategies under the Founders Gate Capital brand.

Adam Leech is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at Fidelity Investments and the University of New Hampshire. 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. The firm is notable for its advisory roles to multiple registered investment companies and for integrating algorithmic methods and AI in its investment research.

Melenie Charles is a CFP® professional at Merrill with 26 years of industry experience. She has worked at Merrill since 2009 and Bank of America, N.A. since 2014. Charles serves as Vice Chair on the advisory board of the Manton Avenue Project, a charitable organization based in Providence, Rhode Island. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Andrew Jr. 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 Walnut Hill School for the Arts and Facet LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Ryan Hanaway is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He began his career with Fidelity Investments in 2024, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative I and II before his current role. In his professional capacity, Ryan focuses on partnering with clients to understand their short and long-term financial goals and building customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency. Outside of work, Ryan's interests include comedy, family activities, food, golf, movies, and skiing.

Kylie Rosenquest is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and beginning her industry career in 2026. Her prior work experience includes roles at Ashton Thomas Securities, George's of Galilee, Windsor Private Wealth, and engagements outside finance such as with Wag!, Sea Craft, and Tufts University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios that utilize mutual funds, ETFs, and ETPs. The firm operates with oversight controls and incorporates algorithmic methodologies in its investment process.

David Marion is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Fidelity Investments in various roles since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and oversight of affiliated sub-advisers.

Christopher Baughan is a financial advisor with LPL Financial in Foxboro, MA, holding Series 63, Series 65, and Series 66 designations with 27 years of industry experience. He has worked at LPL Financial since 2011, following two-year tenures at Merrill and Banc of America Investment Services, Inc. Baughan also operates Baughan Wealth Management as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a wide range of advisory and brokerage services, supported by extensive resources and technology across a large network of advisors.

Ricardo Molina is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Santander Securities LLC and Santander Investments. Outside of his advisory role, he manages rental properties in Pawtucket, Rhode Island. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Ryan Enright is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bentley University, Eversource Energy, and the Hockomock Area YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Ishatou Jaiteh is a Series 66-licensed financial advisor with Merrill, based in Cumberland, RI, and has 8 years of industry experience. She has been with Merrill since 2014. 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.

Daniel Horner is a financial advisor with Fidelity Investments in Foxborough, MA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity since 2013, including a seven-year tenure at Fidelity Personal and Workplace Advisors prior to his current role. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm operates distinctive advisory services, including commodity pool management and AI-driven research, supporting a broad range of clients and registered investment companies.

Karly Seiffert is a financial advisor at Fidelity with two years of industry experience. She holds the Series 63 and Series 66 designations and has prior experience at FP Solutions at Ameriprise Financial. Before her advisory career, she worked in various roles including at Zip's Diner and Riverview Landscape Supply. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios from a broad investable universe and serves as an advisor to multiple registered investment companies and fund-of-funds.

John Colantuoni is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Sanborn, Head & Associates and a variety of positions outside the financial industry. He operates an eBay business selling sports cards and clothing. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic approaches to construct model portfolios composed of mutual funds, ETFs, and ETPs.

Stephen Davis is a financial advisor with LPL Financial in Mansfield, MA, holding a Series 63 designation and 33 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1992. Outside of advisory work, he operates the Robert W. Davis Insurance Agency, a non-variable insurance business. 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 advanced operational tools and oversight of significant discretionary assets managed by a large network of advisors.

Eric Shepherd is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Personal Trust Company and Shepherd Tax Services, as well as legal experience at his own law office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad 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 delivers model portfolios to intermediary platforms.