Dan Cabral is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has worked at Fidelity Investments since 2023, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative I and II before his current role. In his professional capacity, Dan partners with clients to understand their short and long-term financial goals and helps build customized financial plans. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional work, Dan has personal interests that include art, comedy, movies, music, and painting.

Peter Day is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments and teaching positions at Bryant University and Bristol Community College. Outside the financial industry, he has experience in the hospitality sector, having worked at Briggs Corner Pizzeria and The Ice Cream Barn. Strategic Advisers LLC, a Fidelity Investments company, 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, delivering model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Michael Rivera is a Financial Consultant currently working at Fidelity Investments since 2024. He has over 20 years of experience in the financial advisory field, having held positions at Barnum Financial Group from 2009 to 2022, Merrill Lynch from 2005 to 2009, and Morgan Stanley from 2001 to 2005. Michael specializes in partnering with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. He focuses on understanding his clients' unique situations to provide comprehensive guidance and strategies for their financial planning needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys activities such as camping, cooking and baking, fitness, outdoor adventures, and parenthood. He is also involved in volunteering.

Dorian Osmani is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has been with Bank of America since 2011, totaling 15 years in his broader career. Osmani serves on the board of Communities for People, Inc., a nonprofit focused on supporting youth and families impacted by the foster care system. 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 plans, corporations, and charitable organizations.

Jonathan Deangelis is a financial advisor with Ameriprise in Providence, RI, holding Series 63 and Series 65 licenses. He joined Ameriprise in 2024 and has prior experience at firms including LK Goodwin, Daves, and Bonnett Shores. Outside of his advisory role, he works as a delivery driver for Uber Eats. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic automation.

Matthew St Germaine is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006. Outside of his advisory role, he manages a rental property in Old Orchard Beach, Maine, which he rents on a weekly basis using a vacation rental platform. 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Nicholas Provenzo is currently an Investment Management Consultant II. He has been working as an Investment Solutions Representative III at Fidelity Investments since 2021, where he partners with clients to develop financial plans tailored to their individual needs. Prior to this, he worked as a Licensed Banker at Citizens Bank from 2016 to 2021. Nicholas holds an Arkansas Insurance License. Further details about his education or additional credentials are not provided.

John Gersbeck is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Amica Mutual Insurance Company, Citizens Bank, and the State of Rhode Island DBR. 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 to manage model portfolios across various investment vehicles.

Karen Hersum is a financial advisor with Fidelity, holding Series 66 and Series 63 designations and four years of industry experience. Prior to joining Fidelity in 2021, she spent seven years working with HomeSmart Professionals Real Estate, where she continues to assist family and friends with residential real estate transactions on weekends. Fidelity’s Strategic Advisers LLC division 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 across mutual funds, ETFs, and ETPs.

Melanie Lara is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Citizens Bank and Bath & Body Works, where she worked in sales support alongside her financial career. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Lauryn Harper is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, she held various roles including several positions at Franklin & Marshall College and work experience in retail and development sectors. Merrill 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.

Connor Poirier is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Vice President Financial Consultants to understand financial goals and identify planning opportunities. He has been with Fidelity Investments since 2019, progressing through roles including Investor Center Intern, Financial Representative, and Relationship Manager before his current position. Connor's experience encompasses client relationship management and financial planning within Fidelity Investments. He focuses on helping clients uncover financial planning opportunities to meet their needs. Outside of his professional work, Connor enjoys family activities, football, golf, outdoor adventures, and skiing.

Hunter Choquet 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 Unilock for three years and has held positions at Amazon, Park N Shop, and the YMCA. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.

Tyler Fidrych is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work history includes roles outside the financial sector and involvement with the Southeast Soccer Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Peter Askar is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that address both their short-term needs and long-term goals. His experience includes progressing through roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2022, advancing to Investment Solutions Representative 1 in 2023, and then Investment Solutions Representative 2 in 2024. Prior to joining Fidelity, he gained experience as a Finance Intern at Bay Coast Bank in 2021. Outside of his professional work, Peter has interests in cars, golf, and movies.

Robert Ashegh is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior work includes roles at Merrill and Bank of America, N.A., spanning over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Mailloux II is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Town Fair Tire and operating his own business, ZMC Bargains LLC, an e-commerce resale store. He also works as an independent contractor for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Cheng Cheng Huang is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, Huang worked at PRUCO Securities, LLC and was involved in the seafood industry through Endeavor Seafood LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by LPL’s research, model portfolios, and third-party strategists.

James Medeiros is a financial advisor with Primerica Advisors in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2002. Outside of advisory services, he is involved in the sale of home security and automation products, as well as loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs third-party asset managers overseen by an independent consultant and uses a tiered wrap-fee structure rather than fixed fees.

Charles Gionet is a financial advisor with Fidelity, holding Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he worked at NYLIFE Securities LLC and New York Life Insurance Company. His background includes diverse roles in education and other fields before entering the financial services industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and advisory roles to multiple registered investment companies.