Edward Turnbull is a financial advisor at Merrill in New York, NY, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Merrill and Bank of America, N.A., he worked in various roles including positions at Point Judith Country Club and the University of Rhode Island. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed accounts, third-party manager selection, discretionary portfolio management, and custody services. The firm employs multiple program strategies with both client and advisor discretion, supported by a closely integrated platform with Bank of America affiliates.

Mark Read is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 65, Series 63, and Series 66 designations and has worked at Fidelity Investments since 2021, following prior roles at John Hancock and John Hancock Distributors LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and discretionary and non-discretionary advisory services.

Mohamed Hamada is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, assisting clients in areas such as college education planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment, and retirement income. Mohamed draws on investment insights from Merrill and lending solutions from Bank of America to help clients pursue their financial goals. He holds a Bachelor's Degree from Georgia Tech and has earned the professional designations of Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Mohamed is fluent in English and French and is affiliated with the Georgia Tech Football Team. His professional approach emphasizes building and maintaining strong client relationships and providing accessible, knowledgeable guidance for significant financial decisions. Outside of his professional responsibilities, Mohamed is involved in community activities including Brookdale Hospice and The Stewpot Dallas, an organization focused on feeding the homeless. His personal interests include chess, fishing, and football.

Patrick Goodine is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Bank of America, N.A. and Glaukos Corporation. He has also spent time working at educational institutions such as the University of Maine and Weymouth High School. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Kerr is a financial advisor at LPL Financial with 52 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Bay Financial Advisors, Inc. for 36 years. Kerr holds the Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Bryan Sweezy is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity and its affiliates since 2012. Since 2026, he has been with Strategic Advisers, LLC, a Fidelity Investments company. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and offers model portfolios through intermediary platforms.

Max Carchidi is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has held positions at Merrill, Bank of America, and Concord Wealth Management. Outside of finance, he worked at The Pilot House Restaurant and Lounge while attending Bryant University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with involvement in commodity pool operations and formal advisory roles for multiple registered investment companies.

Marissa Cautino is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 66 designation and previously worked at VOYA Financial Advisors from 2014 to 2021 before joining Cetera Wealth Services LLC and Cetera. Outside of her advisory role, she volunteers as Communications Chair and Annual Fund Ambassador for Dedham Country Day School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and services delivered through a large nationwide network of independent advisors.

Angelina Dicarlo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Her background includes roles at Fidelity Investments and involvement in entrepreneurial activities such as working with a bridal boutique. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail, institutional investors, and registered investment companies. The firm employs a research-driven investment process that integrates fundamental analysis, quantitative techniques, and systematic portfolio construction using a diversified investable universe.

Andrew Castagliuolo is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has held roles at Superior Marine and Stonehill College prior to joining Fidelity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Javier Jackson Jr. is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His background includes roles at Fidelity Investments and earlier positions in education and various service sectors. 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 a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Ryan O'Neill is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at CVS Health and employment at Garden Hills Fruit & Deli. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic tools in its research.

Michael O'Connor is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2016 and Bank of America N.A. since 2020. Merrill, in conjunction 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.

Alfred Drouin is a financial advisor with Ameriprise who holds Series 63, 65, and 66 licenses and has 33 years of industry experience. His career includes roles at Merrill, Banc of America Investment Services, Inc., and Osaic FA, Inc. prior to joining Ameriprise in 2011. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies.

Joseph Duffey is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Fidelity, he spent ten years at Environmental Solutions Inc., a now-defunct company. 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.

Gregory Houghton 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 The Goose Hummock and Stonewood Products, as well as work at the University of Rhode Island’s Accounting Office. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm’s approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprised of mutual funds, ETFs, and ETPs.

Joseph Gizzarelli is a financial advisor at Fidelity with five years of industry experience. He previously worked at Merrill from 2014 to 2022 before joining Fidelity. Outside of finance, he owns and operates an online arts and crafts store specializing in drawing and printmaking. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory role to multiple registered investment companies as well as its use of advanced research technologies.

Brendan Mccafferty is a financial advisor at Fidelity with Series 66 and Series 63 designations and two years of industry experience. His prior work includes roles at Morgan Stanley and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Tyler Alexanian is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior roles include positions at Siena and several hospitality-related businesses such as Tavolo Wine Bar and Tumblesalts Cafe. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Charles Steele is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously served in the United States Army for four years. Outside of his advisory work, he operates a self-produced YouTube channel where he creates content on a regular basis. Fidelity’s Strategic Advisers LLC, where Steele practices, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.