Andrew Dittrich is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Triten Real Estate Partners and EDENS, as well as academic and development-related work at Babson College and Diplacido Development Corporation. He is also involved with 1776 Financial, a supporting company based in Franklin, Massachusetts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.

Alexis Hamada is a financial advisor at Merrill with one year of industry experience. Holding a Series 66 designation, Alexis has also worked at Bank of America and has prior experience in various roles including positions at DoorDash, Instacart, and Bernie and Phyl's Furniture. 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, pensions, corporations, and charitable organizations.

Clinton Mchoul is a CFP® professional with 19 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at Bank of America and Merrill. Outside of advisory work, he holds leadership roles at Charles River Bank, including serving as Vice President and Board Member. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options across multiple platforms, utilizing both proprietary and third-party strategies.

Kevin Dowling is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fidelity Investments since 2021, with prior roles at Citizens Bank and Citizens Securities, Inc., and Cco Investment Services Corp. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios from a broad investment universe.

George Leasca is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he serves as a board member of the Alpha Omega Council, an organization involved in art, culture, education, and sports. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a comprehensive investment approach.

John Cahill is an Investment Consultant currently working with Fidelity Investments since 2023. He partners with clients to create customized financial plans tailored to their unique needs, aiming to bring confidence to their financial futures. John's professional experience includes roles as a Financial Advisor at Capitol Securities Management from 2022 to 2023 and as a Financial Professional at Equitable Advisors from 2020 to 2022. Throughout his career, he has focused on understanding clients' short, intermediate, and long-term goals to provide a beneficial experience throughout their financial journeys. Outside of his professional work, John enjoys cooking and baking, fitness activities, exploring food, social events with friends, golf, and snowboarding.

Andrew Medina is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Suburban Home Health Care and various positions spanning consulting engineering, hospitality, and retail. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Stephen Dunne is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with UBS since 2016. Dunne serves as Treasurer and Investment Committee member for the University of Massachusetts Foundation, which supports higher education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and diverse capital markets solutions.

Robert Mullins is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Fidelity Investments, where he has worked since 1998. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Charles Rego is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions in the solar energy sector and various other industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Matthew Smith is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles in the financial services industry, including Financial Consultant Partner and Investment Consultant at Charles Schwab from 2021 to 2023, as well as positions at Merrill Edge from 2018 to 2021, progressing from Investment Specialist to Premium Elite Relationship Manager. Matthew holds insurance licenses for Arkansas and California. His professional approach involves partnering with clients and their families to understand their personal situations and priorities. He focuses on building relationships through meaningful conversations and personalized financial planning to help clients make informed decisions and achieve their financial goals. Outside of his professional work, Matthew enjoys boating, family activities, fitness, football, golf, and spending time at the lake.

Simon Clarke is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has 25 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its platform.

Alexander Gagnier is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Nylife Securities LLC, New York Life, and The Hartford Insurance Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Henri Guerin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work history includes roles at Ameriprise Financial and various positions held during his time at Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Brady Haraden is a financial advisor at Fidelity with one year of industry experience and a Series 66 designation. Prior to joining Fidelity, he worked at Charles Schwab & Co. and has held various positions including roles in education and retail. 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 develop model portfolios and manage funds.

Mark Ramjatan is a financial advisor with Fidelity, holding a Series 66 designation and having recently begun his career in the industry. Prior to joining Fidelity, he held various roles including at BMW of West Springfield and Cornerstone Bank. Outside of his advisory work, he is involved as a gas station manager and bookkeeper at a family-owned business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

John Macdonald is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to joining Fidelity, he spent time at Capuli and has a background that includes several non-financial roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its work with registered investment companies, use of AI in research, and its role in delivering model portfolios to Fidelity Institutional Wealth Adviser.

Michael Wilbur is a financial advisor with LPL Enterprise, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Bank of America, N.A., and Merrill. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services along with access to model wealth portfolios and third-party asset management programs. The firm’s platform integrates advisory programs with financial product sales and lending services.

Alec Ragusa is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at State Street Global Advisors and various non-financial positions. 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 to manage diversified model portfolios.

Christopher Lussier is a financial advisor at Raymond James & Associates in Worcester, MA, holding the CFP®, ChFC®, and Series 66 designations with 15 years of industry experience. His prior work includes roles at Next Level Properties, LLC and Fleur de Lis Properties, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a broad network of advisers and a range of portfolio management strategies.