Griffin Hevey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and has held positions at several academic institutions, including Johnson & Wales University and Rhode Island College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds and model portfolios.

Justin Houle is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Fidelity since 2021. Outside of his advisory role, he is involved with Boston House of Pizza. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios, serving a diverse client base including registered investment companies and an IRS-qualified Charitable Gift Fund.

Robert Oneill is a financial advisor with Thrivent Investment Management in Dedham, MA, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent and its related entities since 2016. Outside of his advisory role, he consults on strategy, marketing, and business development through his firm, Robert J. Oneill & Associates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive, goal-based financial plans without discretionary portfolio management. The firm offers these services alongside a managed-account program with a consolidated billing option called WealthPlan.

Richard Callahan is a financial advisor with Fidelity and holds Series 63 and Series 65 designations. He has 32 years of industry experience and has worked at various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios using mutual funds, ETFs, and ETPs.

Ryan Mee is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with families to develop and implement tailored financial plans aimed at securing their retirement goals. He emphasizes building trusting relationships and works collaboratively with clients to regularly monitor and adjust their financial strategies. Ryan has been with Fidelity Investments since 2013, serving in multiple positions including Regional Investment Consultant from 2013 to 2016, Investment Consultant from 2016 to 2017, and Financial Consultant since 2017.

Dawn Smith is a financial advisor with Ameriprise who holds a Series 63 designation and has 33 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of advising, she owns a sober house for women in the Massachusetts Metrowest area and serves on the Board of Directors for the Hopkinton Chamber of Commerce. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

John Holland is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Services Group since 2014. Outside of his advisory role, he serves as a FINRA arbitrator and teaches a digital forensics class at Boston College. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery conversations and analytical tools such as Monte Carlo simulations, offering advisory services without providing individual security recommendations as part of standalone planning.

Ainsley Morisseau Cantoral is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to her current role, she was involved in construction contracting and farm operations, and she serves as a co-troop leader for the Girl Scouts of Southern New England. She also assists in promoting the work of an author named Ofelia Cantoral. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Keith Ninesling is a financial advisor at Fidelity with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to his current role, he worked at Investment Professionals, Inc. for nine years and has experience with the US Census Bureau. He serves as an officer and coordinator of scholarship applications for the Citizens Scholarship Foundation of Mansfield, MA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory with oversight of affiliated and unaffiliated sub-advisers.

Quan Nguyen is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citizens Securities, Santander Securities, and Santander Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning across topics such as retirement, tax, and estate planning. The firm offers these planning services alongside managed-account programs, maintaining a separation between planning and portfolio management.

Kristine Giovannelli is a financial advisor at Edelman Financial Engines with 21 years of industry experience. She holds a Series 66 designation and has worked with various firms affiliated with Edelman Financial Engines since 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Vincent Beaudoin is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE Securities Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jack Tubridy is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at ConnSTEP, Caxton FX, CT Financial Partners, and work at the University of Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of fund-of-funds and model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator as well as an advisor to multiple registered investment companies.

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.

Steven Madeira is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2021, he worked at VOYA Financial Advisors from 2014 to 2021. Outside of his advisory role, Madeira is an independent contractor involved in real estate transactions. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts, offering a variety of portfolio management and consulting services through a large nationwide network of independent advisors.

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 Series 66-licensed financial advisor at Merrill with 19 years of industry experience. She has been with Merrill since 2016. 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, pension and profit-sharing plans, corporations, and charitable organizations.

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 a Series 66 designation and has worked at Merrill since 2017, following a one-year tenure at UBS Financial Services. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.