Lyse Anne Lepine is a Series 66 licensed financial advisor with eight years of industry experience, currently with LPL Financial since 2024. She previously worked at Securities America Advisors and Securities America, Inc. from 2017 through 2024, and was a homemaker prior to entering the financial services field. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Lesser is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Outside of his advisory role, he has worked with community organizations such as the Boys & Girls Club of Dorchester. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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.

Christopher Barone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and is also involved with The Professional Alliance and Ripcord Wealth, LLC, where he serves as an owner and board member. Additionally, he operates as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across various custody and platform arrangements.

Timothy Sullivan is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and 26 years of industry experience. He previously worked at Capital Analysts, Lincoln Investment, TIAA, and UBS Financial Services. Outside of his advisory work, he serves as a hockey referee for community-based games. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Michael Capalbo is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, Capalbo is involved as a youth and high school lacrosse referee in Rhode Island and participates as a background actor in movies and television. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven approach to investment implementation and offers financial planning, access to third-party asset managers, and various insurance-related services.

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.

Doug Colton is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He has been with Fidelity Investments since 2015, initially serving as a Financial Consultant. Prior to joining Fidelity, Doug worked as a Financial Advisor at Merrill Lynch from 2010 to 2015. His earlier roles include Principal at Americas Growth Capital from 2005 to 2009 and Head Trader at Moors & Cabot from 1997 to 2005. Doug focuses on building lasting relationships by understanding each client's goals and delivering personalized financial strategies that support their goals, values, and financial well-being.

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.

Amy Walls serves as Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2022. In this capacity, she partners with clients to understand their financial goals and co-creates plans aimed at strengthening and securing their financial well-being. Prior to this, she was Senior Vice President of Thought Leadership at Fidelity Investments from 2012 to 2022. Her extensive experience in the financial sector includes positions such as Managing Director of Marketable Securities at Dartmouth College from 2008 to 2011, Managing Director of the Strategic Research Team at Putnam Investments from 2001 to 2007, and Investment Consultant at Mercer Investment Consulting from 1997 to 2001. Amy holds a California Insurance License. Outside of her professional career, Amy enjoys cooking and baking, fitness, and traveling.

John Carrigan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at the LEGO Group, High Output, and Emerson College. Outside of finance, he engages in freelance post-production editing and co-hosts a film podcast focusing on movies and psychological topics. Fidelity, through Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and for integrating AI-driven methods in its investment processes.

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 Series 66 credentialed financial advisor at Fidelity with four years of industry experience. His prior work includes roles at DePuy Synthes and Aloha Tournaments, as well as academic positions at Bucknell University and Loyola Blakefield. 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 combines fundamental research with quantitative and algorithmic methods, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Emilo Espinoza Argueta is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles with Bloomberg L.P. in global finance and SAP solutions, as well as involvement with the Hamptons International Film Festival. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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.

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.

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.

David Baranowski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at LPL Financial since 2004 and was previously with Bay Financial Advisors, Inc. from 2012 to 2020. His outside activities include selling fixed annuities and various insurance products. 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 portfolios, third-party asset management access, and institutional platforms, supported by a broad network of investment adviser representatives.

John Cahill is an Investment Consultant currently working with Fidelity Investments since 2023. He partners with clients to create customized financial plans tailored to their unique needs, aiming to bring confidence to their financial futures. John's professional experience includes roles as a Financial Advisor at Capitol Securities Management from 2022 to 2023 and as a Financial Professional at Equitable Advisors from 2020 to 2022. Throughout his career, he has focused on understanding clients' short, intermediate, and long-term goals to provide a beneficial experience throughout their financial journeys. Outside of his professional work, John enjoys cooking and baking, fitness activities, exploring food, social events with friends, golf, and snowboarding.