Ishatou Jaiteh is a Series 66-licensed financial advisor with Merrill, based in Cumberland, RI, and has 8 years of industry experience. She has been with Merrill since 2014. 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.

Daniel Horner is a financial advisor with Fidelity Investments in Foxborough, MA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity since 2013, including a seven-year tenure at Fidelity Personal and Workplace Advisors prior to his current role. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm operates distinctive advisory services, including commodity pool management and AI-driven research, supporting a broad range of clients and registered investment companies.

Michael McGrath is a Financial Consultant at Fidelity Investments, where he supports individuals and families in utilizing the full range of resources the firm offers. His focus is on assisting clients in achieving financial peace of mind and confidence in their retirement, financial plans, wealth, and legacy goals. He has been with Fidelity Investments since 2012, progressing through roles including Financial Representative and currently as a Financial Consultant since 2022. Prior to returning to Fidelity, Michael held multiple positions at John Hancock from 2013 to 2022, including Business Development Director, Internal Sales Consultant, and Consolidation Specialist. Outside of his professional career, Michael enjoys activities such as going to the beach, attending concerts, spending time with family and friends, as well as golfing and skiing.

Noah French is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at various affiliates of Edelman Financial Engines since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term investment orientation.

John Colantuoni is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Sanborn, Head & Associates and a variety of positions outside the financial industry. He operates an eBay business selling sports cards and clothing. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic approaches to construct model portfolios composed of mutual funds, ETFs, and ETPs.

Brendan Coleman is a financial advisor with Charles Schwab & Co., Inc. in Quincy, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior experience includes roles at Charles Schwab Investment Advisory, Inc., Windhaven Investment Management, Inc., Amundi Pioneer Institutional Asset Management, Inc., and Blackrock Financial Management, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Brendan O Sullivan is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and two years of industry experience. Prior to joining MassMutual, he worked at Coca Cola Consolidated Inc. and MacLean Power Systems. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools to support collaborative, annual planning engagements.

Stephen Davis is a financial advisor with LPL Financial in Mansfield, MA, holding a Series 63 designation and 33 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1992. Outside of advisory work, he operates the Robert W. Davis Insurance Agency, a non-variable insurance business. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of significant discretionary assets managed by a large network of advisors.

Daniel Leveroni is a financial advisor with LPL Financial in Braintree, MA, holding the CFP® designation and Series 63 license. He has 49 years of industry experience, including previous roles at Mutual Service Corporation and Bts Asset Management, Inc. He also operates Leveroni Financial Management Corp. as a separate business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Eric Shepherd is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Fidelity Personal Trust Company and Shepherd Tax Services, as well as legal experience at his own law office. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Cole Spathakis is a financial advisor at Fidelity Investments with a Series 66 designation and one year of industry experience. His prior work includes roles at Mystic Market, Morgan Stanley, and Coastal Gourmet Catering. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and deliver model solutions.

Brian Kallenberg is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Citizens Bank, Citizens Securities Inc., and CCO Investment Services. Outside of his advisory role, he serves as Vice President of Football for Abington Youth Football and Cheer, where he handles equipment, registration, and compliance matters. 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 systematic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

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.

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.

Rebecca Majewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. She is also the owner and treasurer of Dynamo Polyurethane Systems. Majewski has a long association with Primerica Financial Services dating back to 2002 and has been with Primerica Advisors since 2021. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, providing a range of investment models implemented by BNY Mellon Advisors.

Kyle Forsley is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. He has worked in various roles including at Fidelity Investments and Merchants Fleet, as well as involvement with Bryant University Sports Media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

William Dittrich is a CFP® certificant with five years of industry experience, currently affiliated with Raymond James Financial in Franklin, MA. His work history includes roles at 1776 Financial and Merrill Lynch. He is involved with 1776 Financial as an independent contractor providing financial advice and administrative support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools to support client goals.

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.

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.