Donna Rivera is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. Her prior experience includes 17 years with Lincoln Financial Services and Lincoln Financial Securities Corporation, followed by six years at Axiom Advisors, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory through a broad network of independent Financial Professionals, offering strategies across multiple platforms with both proprietary and third-party model options.

Taylor French is a Series 66 licensed financial advisor with Fidelity Investments, based in Merrimack, NH, and has one year of industry experience. Prior to joining Fidelity, Taylor held various roles in small businesses including Heads Up Irrigation and The Goat Restaurant. 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. The firm manages model portfolios consisting of mutual funds, ETFs, and ETPs, and is notable for its use of AI and systematic methodologies in portfolio management.

Jacob Alger is a financial advisor at Fidelity with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in various roles including positions at Tractor Supply Co. and multiple educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles with registered investment companies, and integration of AI and algorithmic research techniques.

Matthew Blake is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2018. Prior to joining Fidelity, he was employed at Toyota of Nashua. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Christopher Mc Cauley is a financial advisor with Merrill in Burlington, MA, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as an advisory board member for the Briarbrook Condominium Association, which involves oversight of property management. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Kucklick is a financial advisor at Fidelity with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Fidelity, he worked at Fiveable and held teaching positions at Salem High School and Westwood High School. He is also involved with Dublin School as an employee, assisting with study hall and evening activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Jillian Feehan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. She has also worked with Touchpoint Financial Advisor Group and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools such as risk profiling and probability modeling to guide clients and offers specialized services including municipal and public finance advisory work.

Vincent Zaccardi is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 licenses and 34 years of industry experience. His career includes long tenures at Merrill and Bank of America prior to joining Raymond James. He serves as a director on the board of the Horizons Condominium Owners Association in Ogunquit, Maine. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Kayla Karpacz is Vice President, Financial Consultant at Fidelity Investments, where she has been serving since 2018 in various capacities. She began her career at Fidelity as a Customer Relationship Advocate in 2018 and progressed through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before attaining her current position in 2025. In her role, Kayla partners with individuals and families to develop comprehensive financial plans tailored to their specific goals and needs. She emphasizes authenticity and transparency, aiming to provide clients with financial peace of mind and confidence in their decisions. Kayla holds a California Insurance License. Outside of her professional responsibilities, Kayla enjoys running and traveling.

Jonathan Colantuoni is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity in various capacities since 2005. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies while employing systematic methodologies and oversight controls.

Timothy Quigley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles outside the financial sector, such as positions at Border Cafe and the State Theatre New Jersey. 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 to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator registered with the CFTC and advises multiple registered investment companies.

Lisa Grasso is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Outside of her advisory role, she serves as president of the Chelmsford Dog Association, an organization focused on local community education. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Gerard Davis is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2011, advancing through various roles including Financial Consultant, Investment Solutions Consultant, Brokerage Consultant, and Retirement Relationship Manager. His experience spans financial consulting, managed accounts, brokerage services, and retirement solutions. Gerard focuses on providing financial planning, investment guidance, and personalized service to clients and their families. Outside of his professional work, Gerard enjoys spending time at the beach, participating in family activities, engaging in social events with friends, playing golf, traveling, and parenting.

David Koestner is a Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2003. In his role, he partners with clients to create financial plans and assist them in investing towards their financial goals. He began his career at Fidelity Investments as an Investment Consultant from 2003 to 2005, then served as a Financial Consultant from 2005 to 2008 before advancing to his current position in 2008. Throughout his tenure, he has focused on advising clients on financial planning and investment strategies.

Brittany Taccone is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her prior roles include work at Cornerstone at Hampton and Arizona State University-Online. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Michael Driscoll is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held various roles including positions at Fusion On Main and St. Bonaventure University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Elizabeth Sullivan is a Financial Consultant at Fidelity Investments, where she partners with clients to develop customized financial plans tailored to their individual needs. She focuses on building strong relationships and providing ongoing support as clients' financial situations and goals change. Elizabeth has been with Fidelity Investments since 2015, holding various positions including Senior Portfolio Specialist, Portfolio Specialist, Client Management Representative, and Workplace Planning Consultant. She holds the CERTIFIED FINANCIAL PLANNER™ designation and maintains insurance licenses in Arkansas and California.

Joseph Lemire is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to registered investment companies.

Matthew Carpenter is a financial advisor with Fidelity, holding a Series 66 designation and currently in his first year in the industry. Prior to joining Fidelity, he worked in various roles including party rentals and the food service industry. He attended Westfield State University from 2021 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and systematic portfolio construction. The firm also serves in advisory roles for registered investment companies and utilizes algorithmic methods and AI for research and portfolio management.

Gerard Mattaliano is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, Charles Schwab Bank, Charles Schwab, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional entities, and municipal organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.