Cole Vecchione is a financial advisor at Fidelity with Series 63 and Series 66 registrations and one year of industry experience. His prior work includes roles in the hospitality and delivery sectors. 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 discretionary and non-discretionary accounts, fund advisory, and model portfolios.

Matthew Farmer is a financial advisor at Fidelity with three years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and spent ten years at the Rhode Island Department of Corrections. He holds Series 63 and Series 66 licenses. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, and it is noted for its formal advisory roles and use of advanced technologies such as AI in research.

Michael Garcia is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to that, he was employed at Forest City Trading Group LLC, the Nagler Group, and served in roles connected to the United States Senate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Alexander Pirri is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2014. Outside of his advisory role, he serves as a board member and director for the King Philip Little League in Bristol, Rhode Island. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Olivia Hernandez is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her work history includes multiple roles at Fidelity Investments and involvement with Bryant University. Outside of her advisory role, she is employed at Bar Louie, a restaurant located in Foxboro, Massachusetts. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Sarah Paiva is a financial advisor with RBC Capital Markets in Providence, RI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she is also employed by JPMorgan Chase Bank, N.A., where she offers bank products and discretionary investment management. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm provides a variety of advisory programs with tailored investment strategies, leveraging both in-house and third-party managers, and offers integrated capital markets and lending capabilities.

Gabriel Wooten is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at Thrivemore Brands and held multiple roles associated with Ohio University. 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 systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Eric Murray is a Planning Consultant at Fidelity Investments, a role he has held since 2022. He focuses on developing trust-based relationships with clients and aims to help them work toward long-term financial goals through customized planning, asset and risk analysis, and ongoing support. Prior to his current position, Eric worked as a Financial Professional at Equitable Advisors from 2020 to 2022 and as a Financial Representative at Northwestern Mutual in 2018. These roles have contributed to his experience in financial planning and client relationship management.

Ryan Mongno is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Providence College and Signet Investment Advisory Group, Inc. He has also worked at CVS Health and Crestwood Country Day Camp. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm serves a diverse clientele and engages in advisory roles uncommon among large institutional peers, including registered investment companies and fund-of-funds.

Keith Peacock is a CFP® professional affiliated with LPL Financial in Providence, RI, with 19 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in non-variable life insurance business through The Virtus Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management.

Tyler Shelhart 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 PFG Lending, Lyft, Uber, and Domino's. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios, and it serves notable roles such as commodity pool operator registration and advisory services to multiple registered investment companies.

Dylan Klopfer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Same Day Awards, Black Diamond Networks, and various educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of systematic methodologies in portfolio management.

Edward Martinez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. His career includes roles at Tempus Unlimited/Myra Peral since 2020, PFS Investments Inc. since 2013, and Primerica Financial Services since 1994. Outside of financial advising, he works as a driver for Lyft and Uber. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.

Brent Williams is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior employment includes Merrill and UBS Financial Services. Outside of his advisory work, he is the founder and CEO of NextGen Camps, which operates youth football camps nationwide, and serves as a board advisor for Catholic Memorial High School. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with diverse program options, including model portfolios, third-party managers, and bespoke strategies.

Jared Tack is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in comprehensive wealth planning, investment management, banking and lending strategies, and coordinated advice for corporate executives, business owners, high-net-worth families, and retirees. Before joining Merrill Lynch, Jared accumulated more than 16 years of experience in enterprise technology sales and leadership, working with Fortune 500 organizations to address complex business challenges. This background informs his approach to wealth management, emphasizing thoughtful questions, careful listening, and practical solutions. As a CERTIFIED FINANCIAL PLANNER® professional and Accredited Wealth Management Advisor™ designee, Jared is dedicated to building long-term relationships grounded in trust and personalized service. Jared holds a Bachelor's Degree from the University of Phoenix and has earned professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA).

Joshua Lebson is a financial advisor with Fidelity, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Santander Securities, Santander Bank, and USAA Financial Advisors. Outside of his advisory work, he operates an independent travel agency, The Travelling Mouse Company, assisting clients with vacation planning and bookings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a research-driven, algorithmic approach to construct model portfolios composed of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

Ayah Attal is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, she worked in various educational roles at institutions including Wyatt Academy and Rocky Mountain Prep. 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, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Mark Read is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at John Hancock Distributors LLC and Southern New Hampshire University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Oliver Semeth is a Planning Consultant who collaborates with advisors and the Wealth Management Team to help clients develop and implement customized financial plans tailored to their needs. He has worked at Fidelity Investments in various roles, including Investment Solution Representative II in 2024, Investment Solutions Representative I from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. Outside of his professional work, Oliver has interests in art, cars, social events with friends, hiking, outdoor adventures, and traveling.