Jack Ouellette is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes multiple roles at Fidelity Investments since 2021 and prior positions at Providence College and Metacomet Country Club. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves a broad client base including registered investment companies and charitable funds.

Nicholas Galvani is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elijah Dias De Oliveira is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His background includes positions at PRUCO Securities, Dairy Queen, and political campaign work with Seth Magaziner for Congress. He also attended the University of Maine from 2020 to 2024. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisory services, and access to model portfolios, combining investment advice with brokerage and insurance products through an integrated platform.

Pedro Cruz is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2009 and Bank of America, N.A. since 2007. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Lynn is a Series 66-registered financial advisor with UBS Financial Services in Providence, RI, bringing 25 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a wide range of capital markets offerings.

Nicholas Lamoureux is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 credentials. His work history includes roles at Fidelity Investments, Rhode Island College, Brooks Brothers, Community College of Rhode Island, and US Valet. 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 is notable for its use of systematic methodologies, AI in research, and its advisory role to multiple registered investment companies.

Joan Costa is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at IBM for over two decades before transitioning to financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across various asset classes.

Michele Cadigan is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Merrill since 2009. 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 strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Corbett is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked in multiple roles within Fidelity since 2005. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and manages model portfolios with oversight of affiliated and unaffiliated sub-advisers.

David Sorensen is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Merrill since 2009 and is also affiliated with Bank of America, N.A. since 2008. 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 investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

George Asfura Montano is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Bank of America and Guembe F.C. Outside of finance, he works as a soccer coach for the New England Revolution’s Player Development Program, supervising coaches and training youth players. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Joseph Conaty Jr. is a financial advisor with Ameriprise in Barrington, RI, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he has involvement in real estate ownership unrelated to investment activities. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with advisors.

Susan Levasseur is a financial advisor with Merrill based in Providence, RI, holding a Series 66 designation and possessing 21 years of industry experience. She has been with Merrill Lynch since 2000. 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.

Jason Vasconcellos is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2012 and at Bank of America, N.A. since 2019. 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 and profit-sharing plans, corporations, and charitable organizations.

Julieanie Rodriguez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes positions at Bank of America and various non-financial roles across education and service industries. 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 a range of clients including individuals, high-net-worth investors, and charitable organizations.

Danny Kasht is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Merrill since 2015 and concurrently at Bank of America, N.A. since 2017. Outside of his advisory role, Kasht is the owner of Kasht International, LLC, an investment-related business focused on purchasing property for rental income. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Heather Kendra is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she assists other advisors with plan production through FP Solutions RI. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning and leverages algorithmic tools alongside advisor input to tailor recommendations.

William Mahoney is a financial advisor with LPL Financial in Providence, RI, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. His work history includes roles at Rockland Trust Company and TIAA-CREF. He also serves as Senior Vice President in Rockland Trust Investment Management Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Brenden Bowers is a financial advisor with Ameriprise in Bristol, RI, holding Series 65 and Series 66 designations and bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic automation to generate tailored retirement recommendations, emphasizing assets held in Ameriprise Managed Accounts.

Alexander Kroot is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience in various industries including healthcare, retail, and construction. Kroot also worked at the University of Maine, Orono, from 2016 to 2020. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, with a focus on systematic methodologies and long-term asset allocation benchmarks.