Kevin O'Connor is a Senior Resident Director at Merrill, serving a dual role as both a Financial Advisor and a leader in the local market. He has been with Merrill since 1993, initially joining as a Financial Advisor. In 2004, he was appointed Resident Director for the Syracuse office and currently leads firm strategy by providing training and coaching to Financial Advisors and Client Associates, as well as recruiting talented individuals to grow the office. Kevin applies over 30 years of experience to help clients address a wide range of wealth management needs using a Goals Based Approach to Wealth Management. His team emphasizes clear and regular communication about financial strategies, goals, and objectives to support clients. He earned professional designations including Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®). Kevin holds a Bachelor's degree in Business Administration from Le Moyne College. He resides in Syracuse with his wife, Michelle, and their two sons, Ryan and Justin. Kevin is involved with various boards in the local community and supports charitable work through Merrill's Syracuse office. Outside of work, he enjoys boating, golfing, skiing, and traveling with his family. Kevin has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" for New York for five consecutive years and as part of the "Best-in-State Wealth Management Teams" list for four consecutive years.

James Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. He is also involved in tax preparation through Castro, Thresher & Oliveira, PC, a firm he has been associated with since 1996. Additionally, Castro has experience in life, health, fixed annuities, and long-term care insurance sales. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved tools for goal analysis and offers collaborative, annual financial planning engagements.

Andrew Ong is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has held positions at Bank Newport and in the beverage distribution sector prior to joining Fidelity. He also worked in the restaurant industry and at the University of Rhode Island. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory and fund management roles. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from mutual funds, ETFs, and ETPs.

Mark Condon is a financial advisor at MassMutual Investors Services with eight years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2017. In addition to his advisory role, Condon is involved in several entrepreneurial ventures, including founding a company that sells dog training devices and running a podcast focused on promoting local businesses in Massachusetts. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of investment and planning solutions, including specialized programs for divorce planning, estate settlement, and employer-sponsored plans.

Maria Parfenova is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She has worked with Fidelity Investments since 2021. Her prior work includes roles at Bryant University and Cambridge Savings Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary investment solutions.

Matthew Gorham is a financial advisor at LPL Financial with 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Since 2009, he has been with LPL Financial, and outside of his advisory role, he has worked intermittently in film set production and participated in online survey work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Thomas Wickham is a CFP® professional working with Fidelity Investments, with 10 years of industry experience. He has been affiliated with Fidelity since 2015. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a diverse set of mutual funds, ETFs, and ETPs.

Victor de Medeiros is a Financial Consultant currently working at Fidelity Investments since 2024. He has a history of roles in financial consulting and brokerage services, including positions at E*TRADE and Morgan Stanley from 2013 through 2024, and experience as a Bank Manager at Santander Bank-Sovereign from 2011 to 2013. His professional approach emphasizes building genuine relationships with clients and their families to develop financial strategies that are tailored to their specific goals and values. Victor holds insurance licenses in Arkansas and California. Outside of his professional work, Victor has personal interests that include art, cars, family activities, football, gardening, and traveling.

Constantine Menadue is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Paul E Saperstein Auction Company and Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures.

James Branca currently serves as an Investment Management Consultant I. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative II and III. In these positions, he has supported clients and their families in developing personalized financial strategies tailored to their goals. James holds insurance licenses in Arkansas and California, reflecting his qualifications in insurance-related financial services. Outside of his professional responsibilities, James enjoys baseball, family activities, golf, traveling, and exploring food.

Edward Yeomans is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at UBS Financial Services and Alpha Advisors. Outside of finance, he was involved with Bad Martha Beer for three years. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ed Pollis is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop customized financial plans. He focuses on helping clients potentially grow, preserve, utilize, and distribute their wealth by addressing retirement, investment, and financial planning goals through Fidelity's resources and planning process. His professional experience spans over two decades, including roles such as Vice President and Head of Practice Management at Voya Financial Advisors from 2014 to 2021, Senior Relationship Manager at Charles Schwab & Co., Inc. from 2004 to 2014, Account Manager at Kobren Insight Management from 2001 to 2003, and Financial Advisor at Park Avenue Securities LLC from 1999 to 2001. Ed holds the designation of CERTIFIED FINANCIAL PLANNER™ practitioner, which reflects his commitment to professional standards in financial planning.

Sai Villanueva is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Merrill from 2014 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, with oversight and evaluation of share classes and allocations.

Miguel Batista is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in behavioral health at Hartford Behavioral Health and Rutgers Behavioral Health UBHC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and it is notable for its use of systematic methodologies and a formal advisory role to multiple registered investment companies.

Matthew Sexton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His work history includes roles at UniBank for Savings, People's Securities, and Infinex Investments. 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 retirement plan consulting.

Kelly Hogan is a Series 66-licensed financial advisor with three years of industry experience, currently with Edward Jones in Sherborn, MA. She has worked at Edward Jones during multiple periods since 2016 and was involved in real estate through Kelly Hogan Real Estate and Sherborn North Main LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary strategies along with affiliated mutual funds and tax-efficient services under a fiduciary standard.

Alex Palermo is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Pitney Bowes, Asociación Padel Integra, and Gillette Stadium. He also has a background involving work with Bryant University, DoorDash, Urban Air Adventure Parks, and Amity Regional High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Matthew Lee is a financial advisor at Fidelity with Series 63 and Series 66 designations and 10 years of industry experience. His prior work includes roles at Bank of America, N.A., and Merrill. Outside of his advisory work, he sells trading cards on eBay. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Matthew Phipps is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Citizens Securities, Inc., Merrill Lynch, and Securian Financial Services. He also has a background in the hospitality industry through a role at Matunuck Oyster Bar. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

David Dubois is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes various roles at the University of Massachusetts Amherst and Granite Telecommunications. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.