Aaron Mccormick is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Merrill since 2013. Outside of his advisory work, he owns a sole proprietorship selling original artwork focused on animals and nature and is involved in producing arts and culture-related online audio and video content. 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, and various institutional investors.

Nicholas Carvalho is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Persimmon and Tibri LLC and has been involved with Horseneck Beach State Reservation. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

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.

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.

Philip Sartori is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

James Mullen is a Series 66-credentialed advisor at Fidelity with one year of experience in the financial industry. Prior to joining Fidelity, he spent a decade as a freelance saxophonist and operated the Mullen Saxophone Studio, alongside involvement with the Foster-Glo Gloucester Regional School District and Rick's Musical Instruments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and maintains regulatory registrations and advisory roles that distinguish it among large institutional peers.

Shedrack Bogonko is a financial advisor at Fidelity with Series 63 and Series 65 designations and one year of industry experience. Prior to joining Fidelity, he held positions at several firms including Laurel Ridge Rehabilitation and Dunkin. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is known for managing model portfolios using systematic methodologies and serves as an advisor to multiple registered investment companies.

Ranni Mc Sally is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and previously worked at U.S. Trust from 2015 to 2019. 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 strategies for individuals, high-net-worth clients, and institutions.

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 CFP® professional with 13 years of experience in the financial services industry. He has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors prior to his current position. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. 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.

Damon Raposa is an Investment Solutions Representative III at Fidelity Investments. He brings experience in investment solutions and customer relationship advocacy gained through various roles within the company since 2021. In his current role, Damon focuses on providing personalized financial planning by listening to clients' goals and priorities. He emphasizes disciplined, long-term investing principles and clear communication to support clients in making informed decisions. Outside of his professional work, Damon has interests in baseball, cars, comedy, fitness, movies, and pets.

Colin Miller is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to his current role, he worked in diverse positions including hospitality and recreational management. 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 diversified portfolios.

Paula Villarruel Saavedra is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles in various sectors such as education, retail, and employment services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of AI-driven research methods.

Kevin Riley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at the U.S. Department of Commerce, U.S. Census Bureau, and has also held various positions in marketing and delivery services. Outside of advisory work, he has experience as a delivery driver for platforms such as Spark and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, delivering services to both retail and institutional investors.

Ryan Peterson is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a blend of proprietary fundamental research and quantitative analysis in its investment process. The firm is noted for its use of algorithmic portfolio construction, advisory roles to multiple registered investment companies, and registration as a commodity pool operator.

Samuel Siegal is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes multiple roles at Fidelity Investments and positions at the University of New Hampshire and The Matterhorn. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.