Joshua White is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has previous work experience at Compass Retirement Consulting Group and has held roles outside finance, including at Dover Recreation and the University of New Hampshire. 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. The firm is noted for its model portfolio services, use of algorithmic methods including AI, and advisory roles with registered investment companies and fund-of-funds.

Alexander Santangelo is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His career includes prior roles at Merrill Lynch and positions within hospitality and distribution companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm manages a variety of investment structures, including registered investment companies and charitable gift funds, and incorporates systematic methodologies along with oversight of sub-advisers.

John Paul Gryska is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, his work history includes roles at Cornell University, Clven National House Corporation, and hospitality positions at Fairmont Hotels and Statler Hotel. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create and manage model portfolios across mutual funds, ETFs, and ETPs.

Joseph Pecchia is a Series 66-licensed financial advisor with Fidelity, bringing four years of industry experience. His previous roles include positions at Amica Mutual Insurance and Rhode Island College. Outside of his advisory work, he is involved in buying and selling consumer goods on eBay. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Marcella Santos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Ameriprise and Merrill Lynch, Bank of America. Outside of finance, she worked as a fitness instructor at Bentley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Dominic Collamati is a financial advisor with Fidelity in Westwood, MA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with various Fidelity affiliates since 2001 and currently serves as a director for Final 2%, a nonprofit supporting Xavier University student athletes. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Anthony Paolo is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Fay Law Associates, NYLIFE Securities LLC, and New York Life Insurance Co. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios using systematic methodologies and long-term asset allocation benchmarks.

Alexander Abatecola is a financial advisor at Fidelity with five years of industry experience. He previously worked at First Command for five years and served with Rhode Island Military Funeral Honors for five years. He holds Series 63 and Series 66 licenses. 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 deliver model portfolios, and it engages in advisory roles that include management of fund-of-funds and multi-manager structures.

Pierre Henry Masoin is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at both Bank of America and Merrill since 2014. Outside of his advisory role, he serves as a consultant for TG Therapeutics, Inc. and is a board member for the National MS Society’s Connecticut & Rhode Island Chapter. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Quan Ma is a financial advisor at Fidelity with a Series 66 designation and recent experience beginning in 2024. Prior to joining Fidelity, Quan worked at K-ZAO and has held positions in various industries including design and retail. 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 discretionary and non-discretionary portfolios.

Puja Gowda is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she was with Equitable Advisors, LLC and has an educational background from Case Western Reserve University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Joel Agus is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and previously worked for Commonwealth Financial Network for 19 years. Agus is also president of Highland Capital, a non-investment-related support company that he manages alongside his advisory work. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains institutional consulting and portfolio management within a large advisor network.

Janet Mullaney is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. She has worked at several firms including Merrill and Bank of America before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Conor Clifford is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Day Kimbell Hospital and Burrillville Extended Care. Conor is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Stephen Benevento is a CFP® with 25 years of industry experience, currently with Equitable Advisors since 2024. He previously worked at LPL Financial for 13 years. Outside of his advisory role, he is involved with the Ronald M & Beverlie Benevento Revocable Trust. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Jennifer Duguay is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services, LLC and National Financial Services prior to her current role. Jennifer is based in Smithfield, Rhode Island. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe.

Christopher Dandeneau is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. His prior work history includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Prudential Advisors. Outside of finance, he has experience with the Pittsburgh Pirates and spent five years affiliated with the University of Connecticut. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Ryan Kosh is a financial advisor at Fidelity with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked in various roles outside the financial industry, including positions related to music and event venues. 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. The firm manages multiple registered investment companies and delivers model portfolios to intermediary platforms.

Gregg Catsoulis is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Securities America Advisors, The Patriot Financial Group, and LPL Financial. Outside of advising, he is involved as managing partner of Patriot Benefit Services, a firm focused on fixed group insurance sales and service. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools and risk-tolerance questionnaires to construct diversified portfolios across multiple asset classes.

William Kisseberth is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans tailored to their individual needs and financial objectives. He has been with Fidelity Investments since 2021, progressing through positions including Customer Relationship Advocate, Workplace Planning Consultant I, II, and III before becoming a Planning Consultant in 2026. William holds an Arkansas Insurance License. Outside of his professional responsibilities, he enjoys a range of personal interests including spending time at the beach, engaging in family activities, watching football and movies, skiing, and traveling.