Ryan Reed is a financial advisor with Fidelity in Smithfield, Rhode Island, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at BayCoast Bank and experience with Affordable Awnings/WHR Painting and teaching positions at High Point University and Barrington High School. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios, including model portfolios delivered to intermediary platforms.

Cody Kirschbaum is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Genesys Diagnostics Inc. for four years. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Vanessa Lorden is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Nasuni and the Boston University School of Medicine. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Paul Tavarez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 4 years of industry experience. His prior work includes roles at several gig economy companies in 2021 and involvement with the Racial and Environmental Justice Committee from 2019 to 2020. He also worked with the Providence Student Union from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic portfolio construction and its advisory role to multiple registered investment companies and fund-of-funds.

Katharina Jennings is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Biemer is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Milton Hill Sport and Spa and Cambridge College. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as model portfolios for intermediary platforms.

Ryan Gordon is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with various Fidelity entities since 2006, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios and funds.

Gregory Agnone is a CFP® professional affiliated with Cetera, with 30 years of industry experience. He currently serves as President and CEO of Chestnut Hill Wealth Management Inc. and Chestnut Hill Insurance Group, and he also leads Agnone and Associates Financial Services. He is a notary public in addition to his advisory roles. Cetera is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and access to third-party money managers.

Steven Foster is a financial advisor at Fidelity with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following prior roles at Citizens Bank and CCO Investment Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolios, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and engages in advisory roles for multiple registered investment companies and fund-of-funds.

Samuel FitzGerald is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2024. In his current role, he partners with clients to understand their short and long-term financial goals and helps build customized financial plans. He places importance on forming strong relationships with clients and their families, aiming to maintain trust, reliability, and competency. Samuel has progressed through several positions at Fidelity Investments, starting as a Customer Relationship Advocate in 2024, then moving through the Investment Solutions Representative I and II roles before reaching his current position in 2026. His experience spans client relationship management and investment solution advisory. Outside of his professional work, Samuel enjoys outdoor activities such as canoeing, fishing, and kayaking, as well as movies, music, and soccer.

Kevin Auerr is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 credential. He has 18 years of industry experience, including 16 years at Lincoln Financial Advisors before joining Cambridge in 2023. Auerr is also involved in owning and operating Dean Avenue Planning Group LLC and Auerr, Zajac & Associates, LLP, which provides tax services. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

Kyle Boliver is a financial advisor with Fidelity and holds a Series 66 designation. He has less than one year of industry experience and has worked in various roles outside finance, including operating open-captioning for shows at the Trinity Repertory Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios.

Colleen Sousa is a financial advisor at Merrill with a Series 66 designation and 18 years of industry experience. She previously worked at BNY Wealth Management for 17 years 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Shannon Ferry is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Shannon worked in the automotive sector for several years, including positions at Balise Toyota of Warwick and Herb Chambers Volvo Cars Norwood. 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 across mutual funds, ETFs, and ETPs. The firm also serves as a formal advisor to multiple registered investment companies and uses systematic methodologies and AI in its investment process.

Keeley Donnelly is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, Keeley worked at The Dunes Club for six years and was a full-time student for four years. Outside of finance, Keeley operates a sole proprietorship selling used clothing on an online platform. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Jessica De Pina is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Alexander Madoian is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he worked at Sevita Health and held roles in the restaurant industry. Outside of his advisory work, he DJs at bars around Rhode Island. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios.

Jennifer Pagliuca is a financial advisor with Morgan Stanley in Cumberland, RI, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis as part of its financial planning process.

Noah Laplante is a CFP®-certified financial advisor with Fidelity Investments, based in Smithfield, RI, and has three years of industry experience. His prior roles include work at United States Electrical Services and the University of Massachusetts Amherst. 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 to manage model portfolios composed of mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies, using systematic methodologies and formal governance procedures.

Brant Mcgettrick is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America, N.A. since 2013. 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 plans, corporations, and charitable organizations.