Jason Catalan is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill and Bank of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advisory mandates.

Michael Capalbo is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, he held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he serves as a lacrosse referee for youth and high school programs and has experience in chemical lawn care and as a background actor for film and television. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Sarah Trek is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has worked at Merrill since 2009 and has also been associated with Bank of America since 2006. Outside of her advisory role, she is employed by Instacart in a food shopping and delivery position. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tasha Reeves is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Old Dominion Freight for eight years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Raymond Arruda Jr. is a CFP®-designated financial advisor with Ameriprise, based in Johnston, RI, and has 31 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he operates a part-time disc jockey business called The Music Shop. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Carrigan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to his current role, he worked in various positions including at the LEGO Group and Emerson College. Outside of finance, he is involved in freelance post-production editing and co-hosts a film podcast focusing on movies and psychological topics. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios through systematic methodologies and long-term asset allocation benchmarks.

Myuran Ratnaseelan is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes roles at Fidelity Brokerage Services LLC since 2017 and Veritude Fidelity Investments from 2016 to 2017. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios drawn from mutual funds, ETFs, and ETPs.

Manlio DiRocco is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to develop personalized financial strategies tailored to their preferences and priorities. His objective is to ensure clients feel supported, confident, and comfortable with their financial plans. Manlio has progressed through a series of roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2021. He then held successive positions as Investment Solutions Representative I, II, and III from 2022 to 2025 before becoming a Financial Consultant in 2025. This experience reflects a consistent focus on investment solutions and client relations, contributing to his expertise in the field. He holds insurance licenses for Arkansas and California. Outside of his professional life, Manlio engages in activities such as family activities, fishing, fitness, hiking, motorcycles, and traveling.

Rebecca Abbatamarco Boisclair is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved as a client service specialist at Lifebridge Inc., assisting with business paperwork, financial plans, and client account maintenance. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, working alongside advisors like Boisclair to support clients’ retirement income strategies.

Reid Delanois is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His background includes roles at Fidelity Investments, DePuy Synthes, Aloha Tournaments, Bucknell University, and Loyola Blakefield. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios of mutual funds, ETFs, and ETPs.

Emilo Espinoza Argueta is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked in roles including global finance and SAP solutions at Bloomberg L.P. and involvement with the Hamptons International Film Festival. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Sue Anne Walsh is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Gladstone Wealth Partners and Edelman Financial Engines before joining Merrill. Merrill, along 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 plans, corporations, and charitable organizations.

Derek Botelho is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2013 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process based on structured discovery and firm-approved tools.

Brendan Mccarthy is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2003, providing financial advice and guidance to affluent families and individuals. Brendan focuses on retirement planning, executive compensation, education funding, wealth transfer, and wealth preservation as part of his wealth management practice. Brendan holds a Bachelor's Degree in Business Administration with a focus on Finance and Economics from Suffolk University. He also holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP® Board and the Personal Investment Advisor (PIA) designation. He is a member of the De Marco-Mccarthy-Florio Group, which has been recognized by Forbes as the #1 Wealth Management Team in Rhode Island for multiple years. Based in Medfield, Massachusetts, Brendan is active in his community, including coaching youth wrestling and lacrosse. He serves on the Finance Committee of the Ronald McDonald House in Providence. In his free time, he enjoys fishing, skiing, and spending time with his family in Harwich Port, MA, and Ludlow, VT.

Mark Cruise is a financial advisor with LPL Financial in Providence, RI, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience and has been with LPL Financial since 2005. In addition to his advisory work, he has experience selling fixed life, long-term care, and disability insurance, and has occasionally served as a speaker for seminars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and nonprofits. The firm offers diverse advisory programs and financial planning services, utilizing research and models from LPL Research and third-party subadvisors.

Gary Garofalo is a financial advisor with Primerica Advisors in Cranston, RI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc, Viti Mercedes-Benz, and Primerica Financial Services since 2010. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trading.

Kevin Dowling is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fidelity Investments since 2021, with prior roles at Citizens Bank and Citizens Securities, Inc., and Cco Investment Services Corp. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios from a broad investment universe.

Michael Porco is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial guidance and wealth management services to clients. He applies his expertise to help clients make informed decisions about their financial goals and investment strategies. Further details about his experience, education, and personal interests are not provided.

John Cahill is an Investment Consultant currently working with Fidelity Investments since 2023. He partners with clients to create customized financial plans tailored to their unique needs, aiming to bring confidence to their financial futures. John's professional experience includes roles as a Financial Advisor at Capitol Securities Management from 2022 to 2023 and as a Financial Professional at Equitable Advisors from 2020 to 2022. Throughout his career, he has focused on understanding clients' short, intermediate, and long-term goals to provide a beneficial experience throughout their financial journeys. Outside of his professional work, John enjoys cooking and baking, fitness activities, exploring food, social events with friends, golf, and snowboarding.

Andrew Medina is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Suburban Home Health Care and various positions spanning consulting engineering, hospitality, and retail. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.