Brennan Mellor is a financial advisor at Fidelity with a Series 66 designation and one year of experience in the industry. His prior roles include various positions across sectors such as education and management. 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. The firm is notable for its advisory roles to registered investment companies and its use of systematic methodologies and AI in portfolio management.

Robert Silva is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. 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.

Hannah Page is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. She previously held roles at Gregs, Hope Events, Brookline Bancorp, and other firms. In addition to her advisory duties, she is a licensed public notary in Providence, Rhode Island. 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 across a broad investable universe. The firm is noted for its registered commodity pool operator status, advisory roles with multiple registered investment companies, and use of AI-driven research methods.

Timothy O'Rourke is a financial advisor with LPL Financial in Foxboro, MA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Rockland Trust Co since 2013, where he manages LPL Financial accounts and serves as a relationship manager and business development officer within the trust and wealth management group. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a large network of advisors.

Ana De Pina is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Thrivent Financial, Prudential Insurance Company of America, and New York Life. Outside of her advisory role, she owns and operates Cape Verdean Greeting Cards, a business creating multilingual greeting cards, and serves on the board of the National Black MBA Association’s Boston chapter. She also participates on the Industry Advisory Board of the Benjamin Franklin Cummings Institute of Technology. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, delivering non-discretionary, customized asset allocation advice and investment manager searches. The firm’s advisory process integrates quantitative screening and qualitative research, supported by a manager solutions team, and includes broader derivatives and commodities capabilities through its affiliations.

Gregory Safford is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at AXiA Insurance Services, Inc., Safford Insurance, LLC, and Crye-Leike Insurance, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment solutions operating under a fiduciary standard.

Michael Breen is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and Citizens Bank. Outside of his advisory role, he operates a car cleaning business called Smooth Touch Auto Spa. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers various services including discretionary portfolio management and fund advisory, and it incorporates systematic methodologies and AI in its investment process.

Rebecca Morin is a financial advisor at RBC Capital Markets with three years of industry experience. She previously worked at Infinex Investments Inc and Bluestone Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Roman Koles is a financial advisor with Primerica Advisors in Natick, MA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Primerica Advisors since 2009 and has been affiliated with Primerica Financial Services since 2006. Outside of advisory services, he is involved in sales related to home security and automation products as well as a retail watch store. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on a range of investment models implemented in partnership with BNY Mellon Advisors.

Thomas Egan is a Financial Consultant I at Fidelity Investments, where he partners with individuals and families to develop personalized financial plans. He focuses on understanding clients' goals and collaboratively providing comprehensive financial planning throughout various stages of life. Thomas has held multiple roles within Fidelity Investments since 2020, progressing from Customer Relationship Advocate to his current position. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2019. He holds insurance licenses in Arkansas and California.

James Tetreault is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. His prior roles include positions at Signature Investors, Inc. and Signator Investors, Inc. He is based in Attleboro, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm emphasizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jessica Taverni is a financial advisor at Fidelity with 17 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and engages in activities such as proxy voting and governance oversight.

Allison Forte is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Sunrun Inc for seven years. She serves as a volunteer board member for Petersham Montessori School, participating in monthly meetings and fundraising activities. 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 across a broad investable universe.

Griffin Hevey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and has held positions at several academic institutions, including Johnson & Wales University and Rhode Island College. 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 multi-manager funds and model portfolios.

Justin Houle is a financial advisor with Fidelity Investments in Smithfield, RI, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Fidelity since 2021. Outside of his advisory role, he is involved with Boston House of Pizza. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios, serving a diverse client base including registered investment companies and an IRS-qualified Charitable Gift Fund.

Robert Oneill is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has worked at Thrivent since 2016, following two years at Capital Analysts. Outside of his advisory role, he consults on strategy, marketing, and business development through his firm, Robert J. Oneill & Associates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across various areas without discretionary trading authority.

Antonio Ferrara is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2005 and was previously with Banc of America Investment Services, Inc. in 2005. 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 financial planning and asset management services through a large network of advisers, utilizing both proprietary research and third-party strategies.

Richard Callahan is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2007, as well as Kelmoore Investment Company, Inc. from 2005 to 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. Their investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, using a broad universe of mutual funds, ETFs, and ETPs.

Ryan Mee is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with families to develop and implement tailored financial plans aimed at securing their retirement goals. He emphasizes building trusting relationships and works collaboratively with clients to regularly monitor and adjust their financial strategies. Ryan has been with Fidelity Investments since 2013, serving in multiple positions including Regional Investment Consultant from 2013 to 2016, Investment Consultant from 2016 to 2017, and Financial Consultant since 2017.

Dawn Smith is a financial advisor with Ameriprise who holds a Series 63 designation and has 33 years of industry experience. She has been with Ameriprise and its affiliate firms since 2005. Outside of advising, she owns a sober house for women in the Massachusetts Metrowest area and serves on the Board of Directors for the Hopkinton Chamber of Commerce. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.