Tammy Breault is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Justin Wojcik is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Rhode Island College and La Familia Restaurant. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, relying on a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies and constructs model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Casey Connor is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked in the charter fishing industry as a deckhand with Helen H Deep Sea Fishing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as an adviser to multiple registered investment companies.

Ryan Meyer is a CFP®-certified financial advisor with 12 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. He serves on the board of the Narragansett Lions Club, a volunteer organization that raises funds for local charities and individuals. OSAIC serves a broad mix of retail and institutional clients through a large network of advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs asset-allocation tools and risk analysis to construct diversified portfolios tailored to client needs.

Peter Darling is a financial advisor at Fidelity with Series 66 and Series 63 designations and four years of industry experience. His prior work includes roles at Bournewood Hospital and academic positions at the University of Massachusetts Boston and Massasoit Community College. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it is noted for its role as a commodity pool operator and advisor to multiple registered investment companies.

William Florio 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 in mortgage lending and various roles in media and audio production. Outside of advising, he works as a freelance audio engineer specializing in music and voice-over recording, mixing, and sound design. 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 that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kelly Clougherty is a financial advisor at Fidelity with two years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work experience includes roles at Diamond Cove Wealth Management and several small businesses, including Morning Glories Bakery & Cafe and Pour Coffee and Bagel Company. Kelly is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 a range of portfolios, including fund-of-funds and model portfolios.

Kyle Lothrop is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through various positions including Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, Kyle worked as a Loan Officer Assistant at Radius Financial Group Inc. from 2020 to 2022. In his current role, Kyle partners with clients to understand their short and long-term financial goals and helps build customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional work, Kyle's personal interests include fitness, football, golf, snowboarding, soccer, and traveling.

Steven Ray is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 and Series 63 designations and has been with Fidelity Brokerage Services LLC since 2016. Outside of his advisory role, he works as a concierge at a condominium complex in Providence and is also active as a real estate agent. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and provides advisory services including discretionary and non-discretionary portfolio management.

Allison Dungey is an Investment Solutions Representative III at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2023, progressing through roles from Customer Relationship Advocate to her current role. Allison focuses on understanding clients' unique financial situations and aspirations through active listening and inquiry. She collaborates with clients to develop comprehensive, clear financial plans aimed at meeting their goals with confidence. In her personal time, Allison enjoys socializing with friends, horseback riding, music, reading, theater, and traveling.

Kyle Zucco is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Keystone Commons and has experience in various roles including employment at Ludlow Fish and Game Club, where he worked as a bartender. Fidelity’s 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 to manage portfolios that include mutual funds, ETFs, and ETPs.

Gianna Pirri is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Her prior work includes various roles in educational institutions and local businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm serves as an advisor to multiple registered investment companies and employs systematic methodologies to develop model portfolios.

Patrick O'Brien is a financial advisor at Ameriprise with 23 years of industry experience. He has worked at Ameriprise since 2019 and previously spent five years with Voya Financial Advisors. Outside of his advisory role, O'Brien is involved in community activities including ownership of a youth travel baseball program and serving as a trustee on the Roseland Park Board of Trustees. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daryl Villanueva is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in automotive sales and retail, and worked with community organizations including the South Shore YMCA. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Jennifer Sterlacci is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. She has experience with firms including BNY Mellon and Lafayette College Endowment and began her current advisory role in 2025. Outside of her financial career, she is a girls tennis coach. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, emphasizing goal-based recommendations without discretionary investment authority.

Lindsay Dawson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Lindsay held roles at Schneider Electric and Bentley University. Fidelity’s Strategic Advisers LLC, where Lindsay works, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Stuart Goldstein is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he participates recreationally in the World Series of Poker. 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, and institutional investors.

James Driscoll is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at MetLife and various other firms across multiple industries. Outside of advising, he has worked in security services with Securitas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services, with notable involvement in managing registered investment companies and applying AI-driven methodologies.

Cameron Bissitt 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 various roles across different sectors, including positions at Momentum Solar and Haxton Liquors. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

John Peacock Jr. is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 65 registrations. Outside of his advisory work, he serves as a PAC committee member for the Rhode Island Saltwater Anglers Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various technology-driven investment solutions.