Madelyn Cox is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Her prior work history includes roles at Salve Regina University, AARP Foundation, and Castle Hill Inn. 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. The firm offers discretionary and non-discretionary portfolio management, fund advisory services, and delivers model portfolios using systematic methodologies.

Janet Goglia is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with UBS since 1999. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and investment solutions.

Ryan Pitrus is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning his career in 2024. His prior work experience includes roles at Berkshire Hathaway, Locus Robotics, and Century 21. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator, formal advisory roles to multiple registered investment companies, and the use of AI and algorithmic methods in its investment process.

Karen O'Kane is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Benjamin Winters is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Franklin & Marshall College and RxSense. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with a distinctive focus on systematic methodologies and oversight.

Farrel Simpson is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2017, following a year at UBS Financial Services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment approach within the broader Bank of America platform, providing access to a wide variety of products and services.

Tyler Troiano is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Merrill Lynch, Citizens Securities, JP Morgan Chase & Co., and Bankers Life. Before entering the financial sector, Tyler was involved in the hospitality industry, working at Alberto's Pub and Pizza for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its role as a commodity pool operator, advisory services to registered investment companies, and use of algorithmic methods and AI in its investment approach.

Nathan Keeney is a financial advisor with Fidelity Investments in Smithfield, RI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at AT&T, T-Mobile, and several positions at the University of Connecticut. Outside of finance, he is involved in event catering and food delivery services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction for model portfolios built from mutual funds, ETFs, and ETPs.

Aaron McCormick is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009, initially serving as a Senior Registered Client Associate before becoming a Financial Advisor in 2016 with the Nader and McCormick Group. His work centers on building individual client relationships based on trust, integrity, and confidentiality, developing personalized strategies for successful individuals, their families, and businesses. Aaron’s expertise covers a range of financial planning areas including college education planning, family wealth management, legacy planning, retirement planning, portfolio management, tax minimization, and socially responsible investing. His approach to wealth management is consultative and objective, beginning with understanding clients' needs and goals, analyzing their financial situations, and recommending tailored wealth management plans that are regularly reviewed to help clients stay on track. He holds a Bachelor’s degree from Kenyon College and professional designations including Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). During his time at Kenyon College, Aaron was a four-year varsity member of the swim team, a two-time NCAA National qualifier, and served as co-captain in his senior year. Outside of work, his personal interests include boating, football, golfing, photography, scuba diving, skiing, soccer, swimming, tennis, and spending time with his family.

Sierra LaBonte is a Planning Consultant at Fidelity Investments, where she assists clients in creating personalized investment strategies aligned with their unique goals and motivations. She focuses on thoughtful planning and guidance to support clients in achieving long-term financial stability and confidence in their future. Her experience at Fidelity Investments includes progressive roles such as Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. These positions have contributed to her expertise in investment solutions and client relationship management. Sierra holds insurance licenses for both Arkansas and California.

Andrew Carroll is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at Pioneer Valley Federal Credit Union, American Honda Finance Company, and Wells Fargo Dealer Services. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves as an adviser to multiple registered investment companies.

Cole Streicher is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has held roles at Fidelity Investments since 2022 and previously worked with Skill's For Rhode Island's Future and the University of Rhode Island. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to both retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kassidy Jean Charles is a Series 66 licensed financial advisor with Fidelity Investments, holding one year of industry experience. Prior to joining Fidelity, Kassidy worked in various roles across industries, including retail and healthcare, and currently manages payroll and HRIS systems for a private internal medicine practice as an independent contractor. She also provides pet care services in the Providence, RI area. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Michael Marge is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Foxboro, MA. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, and Santander Bank NA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Craig D'Ambrosia is Vice President and Branch Leader at Fidelity Investments. He has held this role since 2002 and has been with Fidelity since 1993, progressing through various positions including Assistant Branch Manager, Senior Financial Representative, Associate Financial Representative, and Executive Correspondence Representative. His experience encompasses branch leadership and financial services, with a focus on client support and employee development. Craig is motivated to positively impact the financial lives of clients and the professional growth of his team, aligning his leadership skills with Fidelity's core values. Outside of his professional responsibilities, Craig is interested in fitness, football, gardening, pets, and volunteering.

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 credential and previously worked at U.S. Trust from 2015 to 2019 before joining Merrill and Bank of America, N.A. in 2019. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies and operates within Bank of America’s larger corporate platform.

Anthony Lorizio is a Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with clients and their families to develop, implement, and manage financial plans tailored to their unique personal financial situations. He emphasizes a personal level of service and care, supported by his team. Anthony has over 20 years of experience with Fidelity Investments, having served as Vice President Financial Consultant from 2009 to 2024 and as Financial Consultant from 2004 to 2009. Throughout his career, he has focused on building strong relationships with clients and helping them work towards their personal and financial goals. Outside of his professional work, Anthony enjoys fishing, social events with friends, outdoor adventures, and traveling.

Brian O'mara is a certified financial planner (CFP®) with 13 years of industry experience. He has been with Fidelity Investments since 2013, working across various Fidelity divisions including Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.