Nicholas Gannon is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He previously worked at Compass and served the Town of North Providence for ten years. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and conflict-of-interest controls.

Christian Cataldo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Boston Financial Management and served the Town of Marshfield for four years. Outside of finance, he is employed at Lovell Academy, a boarding school, where he is responsible for ensuring students are in their designated locations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Lyse Anne Lepine is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and formerly worked at Securities America Advisors and Securities America, Inc. for six years before joining LPL Financial. Prior to her financial career, she was a homemaker for sixteen years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various portfolio management strategies.

Jason Catalan is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill and Bank of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advisory mandates.

Michael Martin is a financial advisor with Raymond James & Associates in Worcester, MA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Capalbo is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, he held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he serves as a lacrosse referee for youth and high school programs and has experience in chemical lawn care and as a background actor for film and television. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Tasha Reeves is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Old Dominion Freight for eight years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Raymond Arruda Jr. is a CFP®-designated financial advisor with Ameriprise, based in Johnston, RI, and has 31 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he operates a part-time disc jockey business called The Music Shop. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Carrigan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to his current role, he worked in various positions including at the LEGO Group and Emerson College. Outside of finance, he is involved in freelance post-production editing and co-hosts a film podcast focusing on movies and psychological topics. Strategic Advisers LLC, a Fidelity Investments company, offers 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, managing portfolios through systematic methodologies and long-term asset allocation benchmarks.

Daniel Girard Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory role, he serves as a board member for both the Society of Financial Service Professionals, Worcester Chapter, and the NAIFA Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers customizable investment solutions through a network of independent Financial Professionals, employing a range of portfolio management strategies across various platform arrangements.

Myuran Ratnaseelan is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes roles at Fidelity Brokerage Services LLC since 2017 and Veritude Fidelity Investments from 2016 to 2017. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios drawn from mutual funds, ETFs, and ETPs.

Manlio DiRocco is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to develop personalized financial strategies tailored to their preferences and priorities. His objective is to ensure clients feel supported, confident, and comfortable with their financial plans. Manlio has progressed through a series of roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2021. He then held successive positions as Investment Solutions Representative I, II, and III from 2022 to 2025 before becoming a Financial Consultant in 2025. This experience reflects a consistent focus on investment solutions and client relations, contributing to his expertise in the field. He holds insurance licenses for Arkansas and California. Outside of his professional life, Manlio engages in activities such as family activities, fishing, fitness, hiking, motorcycles, and traveling.

Reid Delanois is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His background includes roles at Fidelity Investments, DePuy Synthes, Aloha Tournaments, Bucknell University, and Loyola Blakefield. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios of mutual funds, ETFs, and ETPs.

Emilo Espinoza Argueta is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in roles including global finance and SAP solutions at Bloomberg L.P. and involvement with the Hamptons International Film Festival. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Andrew Dittrich is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Triten Real Estate Partners and EDENS, as well as academic and development-related work at Babson College and Diplacido Development Corporation. He is also involved with 1776 Financial, a supporting company based in Franklin, Massachusetts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.

Alexis Hamada is a financial advisor at Merrill with one year of industry experience. Holding a Series 66 designation, Alexis has also worked at Bank of America and has prior experience in various roles including positions at DoorDash, Instacart, and Bernie and Phyl's Furniture. 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, pensions, corporations, and charitable organizations.

Clinton Mchoul is a CFP® professional with 19 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at Bank of America and Merrill. Outside of advisory work, he holds leadership roles at Charles River Bank, including serving as Vice President and Board Member. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options across multiple platforms, utilizing both proprietary and third-party strategies.

Robert Early is a financial advisor with Fidelity, holding the Series 66 designation and one year of industry experience. His prior work includes roles at Wachusett Country Club and Thrifty Car Rental. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a process combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kevin Dowling is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fidelity Investments since 2021, with prior roles at Citizens Bank and Citizens Securities, Inc., and Cco Investment Services Corp. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios from a broad investment universe.

George Leasca is a financial advisor with Morgan Stanley in Worcester, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, he serves as a board member of the Alpha Omega Council, an organization involved in art, culture, education, and sports. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and a comprehensive investment approach.