Ryan Hanaway is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He began his career with Fidelity Investments in 2024, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative I and II before his current role. In his professional capacity, Ryan focuses on partnering with clients to understand their short and long-term financial goals and building customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency. Outside of work, Ryan's interests include comedy, family activities, food, golf, movies, and skiing.

Yussuf Obaid is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2013. 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 individuals, high-net-worth clients, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

David Marion is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Fidelity Investments in various roles since 2014. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and oversight of affiliated sub-advisers.

Nicholas Corrente is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at The Block Island Ferry and Seven B's Fishing, as well as roles in education at The University of Maine and local schools. 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 plans, corporations, and charitable organizations.

Christopher Baughan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2011. He also operates Baughan Wealth Management as a DBA in Foxboro, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management and access to diverse model portfolios and research.

Dawn Ryan is a Financial Consultant at Fidelity Investments, a position she has held since 2024. In her role, she collaborates with clients and their families through a team-based approach to help them work towards their financial goals. Dawn focuses on understanding each client's unique retirement journey and developing plans to build and protect their wealth. Her approach involves coaching clients through the financial planning process, aiming to establish a foundation that fosters confidence and excitement for the future. Outside of her professional responsibilities, Dawn enjoys boating, cooking and baking, participating in family activities, fitness, and hiking.

Sean Stamp is a Financial Advisor with The McGreen Stamp Group at Merrill Lynch Wealth Management. He focuses on offering a comprehensive approach to managing wealth that begins with understanding a client's financial situation and what matters most to them. Based on this understanding, he helps create personalized wealth management strategies to help clients pursue their long-term financial goals. His expertise covers a wide range of areas including college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, and retirement income. Sean emphasizes working closely with clients to develop financial frameworks that adapt to changing market conditions and regulations. Sean holds a Bachelor's Degree from the University of Rhode Island and is a Personal Investment Advisor (PIA). He values community involvement and participates in local volunteering efforts. Outside of work, Sean enjoys fishing, golfing, ice hockey, and skiing.

Ricardo Molina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Santander Securities LLC and Santander Investments. Outside of his advisory work, he is a landlord of rental property in Pawtucket, Rhode Island. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Enright is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Bentley University, Eversource Energy, and the Hockomock Area YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

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 at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2013, including a role at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, providing services such as discretionary portfolio management and fund advisory.

Clara Silva is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. Her previous work includes positions at Bank of America and Fidelity Investments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions. The firm supports a range of client types with various asset allocation approaches and trading implementations.

Dorothy Hartnett is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their long-term goals, offering a comprehensive approach to managing wealth. Dorothy integrates investment insights from Merrill and banking solutions from Bank of America to address various aspects of her clients’ financial lives. Her expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, socially responsible and values-based investing, and supporting women and wealth. Dorothy holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Dorothy earned a Bachelor's Degree from Bowdoin College and a Master's Degree from Northeastern University. Outside of her professional work, she has personal interests in boating, golfing, and tennis.

Karly Seiffert is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she worked at FP Solutions at Ameriprise Financial for two years. She has held various roles outside finance, including positions at Zip's Diner and a golf course. 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 manage model portfolios across a wide range of funds.

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.

Stephen Davis is a financial advisor with LPL Financial in Mansfield, MA, holding a Series 63 license and 33 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1992. Outside of advisory services, he is involved in insurance sales through his agency, Robert W. Davis Insurance Agency, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and advanced research.

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 with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Morgan Stanley, Mystic Market, and Coastal Gourmet Catering. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Daniel Lawrence is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held various roles across multiple industries, including retail, food service, and education. He has also been involved with entrepreneurial ventures such as Sole Desire and Run Newport. 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.

Patrick Ciummo is a financial advisor with Charles Schwab in Glendale, RI, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Bank of America and Merrill. 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 supported by centralized custody and operational infrastructure.