Nicholas Weiler is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at UBS FS, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent LLC. Outside of his role at LPL, he is involved with Leopold Wealth Management, which provides tax preparation, accounting, and non-variable insurance services. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicholas Provenzo is currently an Investment Management Consultant II. He has been working as an Investment Solutions Representative III at Fidelity Investments since 2021, where he partners with clients to develop financial plans tailored to their individual needs. Prior to this, he worked as a Licensed Banker at Citizens Bank from 2016 to 2021. Nicholas holds an Arkansas Insurance License. Further details about his education or additional credentials are not provided.

India Harper is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she held various roles in hospitality and management, including positions at The University Club and JDCUSTOMCATERING LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive presence as a registered commodity pool operator and advisor to multiple registered investment companies.

John Gersbeck is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Amica Mutual Insurance Company, Citizens Bank, and the State of Rhode Island DBR. 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 algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Michael Berardi is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2008. Outside of his advisory role, he operates a tax preparation and bookkeeping business and is involved in the sale and service of traditional insurance products, including life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to diverse investment strategies and institutional platforms.

John Boshar is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. He previously worked at Bay Financial Advisors, Inc. for 13 years and has been with LPL Financial for 19 years. Outside of his advisory role, he operates John Boshar Associates, Inc., a business entity used for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary investment strategies supported by technology and extensive operational resources.

Joanne Leveroni is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. She has been with LPL Financial since 2009. Leveroni Financial Management Corp operates as her DBA. 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 advisory and brokerage services, including financial planning and access to third-party asset management platforms.

Karen Hersum is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity in 2021, she worked for seven years at HomeSmart Professionals Real Estate, where she also assists family and friends with residential property transactions as an independent contractor outside securities trading hours. 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 across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, AI-driven research, and roles advising multiple registered investment companies and model portfolio delivery.

Melanie Lara is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has prior work experience at Citizens Bank and Johnson & Wales University. Outside of advising, she has worked in sales support and visual merchandising for Bath & Body Works. Fidelity, through its Strategic Advisers LLC affiliate, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Connor Poirier is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Vice President Financial Consultants to understand financial goals and identify planning opportunities. He has been with Fidelity Investments since 2019, progressing through roles including Investor Center Intern, Financial Representative, and Relationship Manager before his current position. Connor's experience encompasses client relationship management and financial planning within Fidelity Investments. He focuses on helping clients uncover financial planning opportunities to meet their needs. Outside of his professional work, Connor enjoys family activities, football, golf, outdoor adventures, and skiing.

Mark Lehoullier is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James since 2016, following prior roles at Fidelity and VOYA Financial Advisors. He is also associated with 1776 Financial in a non-investment advisory capacity. 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, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Hunter Choquet is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Unilock and held positions at Amazon, Park N Shop, and the YMCA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and use of AI-driven methodologies in portfolio management.

Stephen Coffey is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Needham, MA. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory work, he is involved with SIC Ventures, LLC, a business that supports Ameriprise Financial franchise operations. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement income plans and ongoing tax-aware withdrawal strategies.

Brian Konish is a CFP®-designated financial advisor with 27 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in local entrepreneurship education through his ownership of Koncentric, LLC. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach that incorporates diversification principles and modern portfolio theory while offering a broad range of brokerage and advisory solutions.

Jacqueline Wilson is a CFP®-designated financial advisor with Edward Jones in Braintree, MA, where she has worked since 2013. She has 12 years of industry experience and holds the Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

Tyler Fidrych is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. His prior roles include positions at Babson College, the University of Connecticut, and Coca Cola Beverages Northeast. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Bianchi is Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with local individuals and families to utilize Fidelity's resources to assist clients in navigating complex financial decisions. He focuses on crafting financial plans and tailoring investment strategies to meet the unique goals of each client. Nicholas has been with Fidelity Investments since 2011, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position. His experience encompasses a broad range of financial advisory and client relationship management responsibilities. Outside of his professional work, Nicholas enjoys family activities, fishing, fitness, football, golf, and movies.

John Pimental is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His career includes roles at Cetera, Questar Capital Corporation, and MSI Financial Services. He is an owner of Arrow Wealth Management LLC and serves as a board member of the Ocean State Business Development Authority. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Michael Mailloux II is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he operated his own advisory practice for three years and worked for over a decade at Town Fair Tire. Outside of advising, he owns and operates an e-commerce business on eBay and works as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Charles Gionet is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as earlier work outside the financial sector. 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. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with distinctive involvement in commodity pool operations and registered investment company advisory roles.