Peter Mulholland is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2015 and at Bank of America, N.A. since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chase Freiman is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through positions including Investment Consultant, Fixed Income Specialist, and Investment Solution Representative I. Chase holds insurance licenses in Arkansas and California. He works collaboratively with families and individuals to develop customized financial plans aimed at achieving their goals. Outside of his professional work, Chase enjoys boating, cars, fishing, hiking, outdoor adventures, and sailing.

Jessica Therien is currently a Planning Consultant at Fidelity Investments, where she collaborates with multiple Wealth Management Teams to assist clients in achieving financial peace of mind. Her role emphasizes integrity, transparency, and putting clients' interests first, aiming to support individuals in making informed financial decisions. Jessica's professional experience at Fidelity Investments includes roles as a Financial Representative from 2023 to 2025, followed by a position as Relationship Manager until 2026, before advancing to her current role. Through these positions, she has gained experience in client relationship management and financial planning, focusing on personalized guidance and service to meet unique financial goals. Outside of her professional work, Jessica has interests in cars, fitness, hiking, skiing, snowboarding, and traveling.

David Bolton is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has eight years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the board of East Boston Main Streets, a nonprofit focused on community involvement and supporting small businesses. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated advisory and brokerage platform.

Maureen Kerrigan is a Series 66 registered advisor with RBC Capital Markets in Providence, RI, bringing 23 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Kerrigan serves on the board of directors for Starkids Scholarship Programs, a nonprofit focused on education support. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, tailored to each client's risk profile and investment objectives.

Kali Kidd is a financial advisor with Fidelity Investments holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Kidd worked in behavioral health and performing arts organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and offers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Kevin Mc Carthy is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His career includes roles at Fidelity Investments, Merrill, Bank of America, and Citizens Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Joshua Mcmillen is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at MassMutual Life Insurance Co, MML Investors Services, LLC, and Easton Winwater. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides advisory and investment management services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Boragine is a financial advisor with Ameriprise in Attleboro, MA, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Ameriprise since 2015 and is also employed as a financial advisor at Eight Feet Wealth Advisors Inc. Outside of Ameriprise, he manages an advisory business in North Attleborough, MA. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets, combining research and modeling to provide tailored, tax-efficient income strategies. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jodi Gaynor is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at CVS Health Inc. for 24 years. Outside of her advisory role, she serves as CFO of BetterRx Compounding, Inc., a company focused on automating pharmaceutical compounding processes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning across a range of financial topics without discretionary trading authority.

Richard Pradieu is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at MFS Investment Management and various fitness and athletic organizations. 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 algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Kevin Kearns is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at DemandDrive, Clemson University, Stifel, Olympia Sports, and Thayer Academy. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a wide range of investment vehicles.

David Salit is a Series 66-licensed financial advisor with Merrill in Providence, RI, and has 19 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Cleidir Mendes currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he works closely with individuals and families to understand their financial goals, values, and priorities, providing personalized guidance and committed service to help clients feel confident and prepared for their financial future. Mr. Mendes has progressed through several positions at Fidelity Investments since 2022, including roles as Investments Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate. His experience spans client relationship management and investment support within the company. No information about Mr. Mendes's education, credentials, personal interests, or community involvement was provided.

Christian Mcneilly is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he was involved with several businesses including Midtown Oyster Bar and Scales and Shells. Outside of his advisory work, he has experience in hospitality and social club operations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Jeffrey Ferreras is a Series 66-licensed financial advisor with six years of industry experience, currently with Charles Schwab in Providence, RI. His prior experience includes roles at Fidelity Investments, Merrill, and Santander Securities. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and alternative investment options.

Sergey Kolker is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He partners with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. Sergey emphasizes building relationships based on education and collaboration to provide clients with peace of mind regarding their financial situations. Sergey has extensive experience in the financial services industry, having worked at Fidelity Investments since 2012 in roles including Senior Regional Investment Consultant and Investment Consultant. Prior to that, he was a Financial Advisor at Morgan Stanley Smith Barney from 2010 to 2012 and an Account Executive at FactSet Research Systems, Inc. from 2007 to 2010. He holds a California Insurance License, supporting his ability to advise clients on insurance-related financial matters.

Mengni Liu is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes roles at Bank of America and Tory Burch, as well as positions outside finance in museum and technology sectors. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Taylor is a Series 66-licensed financial advisor with Fidelity, based in Smithfield, Rhode Island, and has four years of industry experience. Prior to joining Fidelity, he worked in retail at Best Buy and was self-employed for five years. Outside of finance, he is active as a professional photographer and musician in the Rhode Island area. Fidelity’s Strategic Advisers LLC, where Jason is affiliated, provides investment management and advisory services to a diverse 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 serve multiple registered investment companies.

Brendan Gray is a financial advisor at Fidelity with Series 63 and Series 65 credentials. He has one year of industry experience and previously held roles at Allied Universal, Greater Boston YMCA, and Wincap Financial. His background also includes work with Lifetime Corporation and involvement with Bentley University and Burlington Parks and Recreation Department. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and utilizes systematic methodologies across mutual funds, ETFs, and ETPs, with formal advisory roles to multiple registered investment companies.