Peter Sullivan is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill as well as multiple Fidelity affiliates 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

Kelly Olson is a Series 66 credentialed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, Kelly worked at Accenture LLP for six years and held various other roles across different sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction in managing model portfolios drawn from mutual funds, ETFs, and ETPs.

Nicole Thompson is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 66 designation and previously worked at Merrill for eight years. Outside of finance, she has experience in the hospitality industry, having worked at Allstars Bar and Grill for ten years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Logan Hilger is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments in 2024, he held roles at Sacred Heart University and Scotch Plains Tavern. He has also been involved with Old Saybrook Parks & Recreation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Aaron Osei is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at KeyBank, Citizens Bank, Fidelity Investments, and Santander Securities. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, incorporating structured financial planning and utilizing firm-approved tools and models for outcome projections.

Ashley Macksoud is the Resident Director and a Wealth Management Advisor at Merrill's Providence, Rhode Island office. She has been a financial advisor with Merrill Lynch Wealth Management for over 20 years. In addition to co-managing her practice, Ashley holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA), Certified Divorce Financial Analyst™ (CDFA™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a qualified Portfolio Manager who provides traditional advice and guidance as well as builds and manages personalized strategies for clients. Ashley focuses on areas such as college education planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, personal retirement planning, philanthropic planning, socially responsible and values-based investing, women and wealth, individual and corporate investment strategy, and retirement income. She holds a Bachelor's degree from Providence College and is involved in professional organizations including the Estate Planning Council of Rhode Island and the Kirkbrae Womens Golf Association. In her community involvement, Ashley participates with the Lincoln RI Youth Soccer Association. She enjoys cooking, gardening, golfing, reading, running, soccer, spending time with her family, and traveling.

Alexander Lunter is a financial advisor with LPL Enterprise, holding a Series 66 designation and nine years of industry experience. He previously worked at Fidelity Investments from 2016 to 2025. His other business activities include involvement in non-variable insurance services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers and insurance products through affiliated entities.

Emily Erickson is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Her work history includes multiple roles at Fidelity Investments and positions outside finance, such as involvement with Worcester State University and the Specialty Sandwich Company. Fidelity’s Strategic Advisers LLC 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Gbatoh Browne is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Browne worked at Bank of America and Merrill. Strategic Advisers LLC, a Fidelity Investments company where Browne is also affiliated, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its advisory roles to registered investment companies and its use of systematic methodologies and AI-driven research.

Greg Voccio is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at several notable firms, including Merrill, Bank of America, and Citizens Securities. Outside of his advisory work, he sells personal items on eBay. 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 proprietary fundamental research, quantitative analysis, and systematic methodologies in portfolio construction.

Thomas Wesner is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, DoorDash, and the Woodward School for Girls. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Tanner Willman is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Kettlebrook Golf Club and entrepreneurial ventures. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Jessica Nelson is a financial advisor at Ameriprise with 15 years of industry experience. She holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Conor Manning is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and earlier positions at Bryant University and Moran Shipping Agencies Inc. 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 combines proprietary fundamental research with quantitative and algorithmic portfolio construction, offering distinctive services such as commodity pool operation and advisory roles to multiple registered investment companies.

Paul Anghinetti is a financial advisor at Merrill with 4 years of industry experience and holds a Series 66 designation. He has been with Merrill since 1987. Outside of his advisory role, he is a co-owner of a family rental property business. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Caprio is a financial advisor at Morgan Stanley with 11 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith, Incorporated for eight years before joining Morgan Stanley in 2022. Caprio holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations in standalone planning.

Jonathon Armand is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill. Outside of his advisory role, he is the sole proprietor of a chicken farm in Rhode Island, where he raises chickens and sells eggs. 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 create model portfolios from mutual funds, ETFs, and ETPs.

John Damiano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Ameriprise Financial Services for 10 years and has maintained his own CPA and tax consulting businesses since 2011. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides multiple investment implementation options and proprietary and third-party strategies tailored to client objectives.

Ryann Kilgore is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and 19 years of industry experience. Prior to joining UBS in 2021, Kilgore worked at JP Morgan Chase Bank and JP Morgan Securities from 2018 to 2021, and at Santander Securities and Santander Bank from 2014 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor financial plans.

Patrick Emond is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Providence, Rhode Island. He joined The V&R Group in 2019 and supports business development alongside ancillary services that include mortgages, insurance, small business retirement planning, and client onboarding. Patrick serves high net worth individuals, business owners, entrepreneurs, and other professionals by offering ongoing financial planning and investment management advice. Patrick’s areas of expertise encompass employee benefits planning, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, employee financial health, personal retirement planning, and individual and corporate investment strategy. His approach emphasizes educating and guiding clients to develop confidence and optimism regarding investing, markets, and retirement planning. Patrick holds a Bachelor's Degree in Economics from Providence College and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is involved in professional and community organizations such as GrowSmart RI, the Rotary Group of Brookline, East Bay Chamber of Commerce, and Mentor Rhode Island. Outside of work, Patrick enjoys baseball, cooking, golfing, reading, running, skiing, spending time with family, and watching movies.