Mark Sully is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities. He serves as a trustee for The Sully Family Trust. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Mark Iafrate is a Series 66 licensed financial advisor with Fidelity, based in Smithfield, Rhode Island, and has one year of industry experience. He previously worked at Farmers Insurance for 12 years before joining Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model-based investment solutions.

Peter Kalpakgian is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010 in various roles. He began his career with Fidelity as a 401k Representative, progressing through positions including Retirement Brokerage Services, Financial Representative, and Investment Consultant before assuming his current role in 2017. In his role, Peter assists clients with building customized financial plans. He emphasizes a disciplined approach that starts by understanding his clients and their families, focusing on their concerns, challenges, and goals to develop tailored strategies. Peter's extensive experience at Fidelity Investments spans over a decade, covering areas such as retirement services, investment consulting, and financial planning.

Stephanie Burdett is a financial advisor with Fidelity Investments, holding the Series 63 and Series 66 designations and possessing 12 years of industry experience. Her career includes roles at Citizens Securities Inc., Bank of America, Merrill, and Santander Securities. She also worked for Night Nurse Pediatric Triage for six years prior to her financial industry career. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios that utilize proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks.

Kyle Forsley 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 Merchants Fleet, Bryant University Sports Media, and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and funds.

Wylan Moore is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, Moore worked in various roles including at Starbucks and as a delivery driver for a local pizza place. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios across multiple investment vehicles.

Edward Yee is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He has worked at Fidelity Investments since 2022 and has prior work experience including a coaching role with the New England Huskies baseball program, where he provided private lessons and team instruction. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Kristen Vicente is a financial advisor at Morgan Stanley with 10 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held roles at LPL and Citizens Securities, Inc. Kristen holds a Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Aidan Harding 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. Outside of his advisory role, he serves as a baseball umpire for the Little North Attleboro League. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and IRS-qualified Charitable Gift Funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios utilizing mutual funds, ETFs, and ETPs.

Eric Alcusky is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Driscoll is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at GFD Construction, the Nashville Predators, and Providence College. Strategic Advisers LLC, a Fidelity Investments company, 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 composed of mutual funds, ETFs, and ETPs.

Eduards Andersons is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Greenfield Savings Bank and held various roles in education and hospitality. 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 systematic portfolio construction methods. The firm is noted for its use of algorithmic approaches and advisory roles with multiple registered investment companies.

Chase Freiman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through positions including Investment Consultant, Fixed Income Specialist, and Investment Solution Representative I. Chase holds insurance licenses in Arkansas and California. He works collaboratively with families and individuals to develop customized financial plans aimed at achieving their goals. Outside of his professional work, Chase enjoys boating, cars, fishing, hiking, outdoor adventures, and sailing.

Jessica Therien is currently a Planning Consultant at Fidelity Investments, where she collaborates with multiple Wealth Management Teams to assist clients in achieving financial peace of mind. Her role emphasizes integrity, transparency, and putting clients' interests first, aiming to support individuals in making informed financial decisions. Jessica's professional experience at Fidelity Investments includes roles as a Financial Representative from 2023 to 2025, followed by a position as Relationship Manager until 2026, before advancing to her current role. Through these positions, she has gained experience in client relationship management and financial planning, focusing on personalized guidance and service to meet unique financial goals. Outside of her professional work, Jessica has interests in cars, fitness, hiking, skiing, snowboarding, and traveling.

David Bolton is a financial advisor with LPL Enterprise, holding Series 63 and 65 licenses and possessing eight years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves on the board of the nonprofit East Boston Main Streets, which focuses on community involvement and supporting small businesses. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Maureen Kerrigan is a Series 66 registered advisor with RBC Capital Markets in Providence, RI, bringing 23 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Kerrigan serves on the board of directors for Starkids Scholarship Programs, a nonprofit focused on education support. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, tailored to each client's risk profile and investment objectives.

Kali Kidd is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Thrive Behavioral Health and Providence Performing Arts Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Deidre Piers is an International Wealth Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2001, bringing over two decades of experience in guiding a select group of wealthy families through goals-based wealth management. Deidre emphasizes building personal relationships with her clients to better understand their risk tolerance and provide comprehensive financial services tailored to their entire financial needs. Deidre holds a Bachelor's degree in Economics from Boston University and earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ in 2010. Fluent in English and Spanish, she utilizes Merrill's investment resources and the banking strength of Bank of America to deliver bespoke strategies aligned with her clients’ aspirations and risk profiles. Her approach focuses on helping clients navigate complex market environments while maintaining financial health and achieving long-term goals. Deidre values relationships grounded in integrity, respect, and understanding, and is committed to supporting her clients through both prosperous and challenging times.

Joshua Mcmillen is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at MassMutual Life Insurance Co and MML Investors Services, LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, its registration as a commodity pool operator, and its advisory role to multiple registered investment companies.

Jodi Gaynor is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at CVS Health Inc. for 24 years. Outside of her advisory role, she serves as CFO of BetterRx Compounding, Inc., a company focused on automating pharmaceutical compounding processes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning across a range of financial topics without discretionary trading authority.