Stephen Benevento is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Equitable Advisors with 25 years of industry experience. He previously worked at LPL Financial for 13 years and American Portfolios Advisors, Inc. for one year. Outside of his advisory role, he is associated with The Ronald M & Beverlie Benevento Revocable Trust. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm employs a range of advisory models, many implemented by third-party managers, and provides ERISA fiduciary services through credentialed representatives.

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 with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Prudential Advisors. He also spent time with the Pittsburgh Pirates and the University of Connecticut. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Ryan Kosh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, his background includes roles at several organizations across different sectors, including Bryant University and various music and entertainment entities. He has been involved with Eventide Audio and multiple record labels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves as an advisor to registered investment companies and fund-of-funds.

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.

Brooke Messier is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, Brooke worked at Arous Studio and held roles in the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe while maintaining oversight of sub-advisers and share class allocations.

Zachary Essex is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at DevvMedia and held various other roles, including undergraduate studies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, regulatory registrations, and advisory roles to multiple registered investment companies.

Kathryn Zimmerman is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has previously worked at Cambridge Investment Research Advisors, Asset Strategy Advisors, TIAA-CREF, and Merrill. Outside of her advisory roles, she serves as the head track coach at Gallagher Middle School in Smithfield, Rhode Island. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services utilizing a multi-platform approach with access to third-party money managers and employs various portfolio construction tools and strategies.

Isaiah Farrar is an Investment Solutions Representative III at Fidelity Investments, where he has been building his expertise since 2023. In this role, he partners with clients to understand their short and long-term financial goals and helps develop customized financial plans tailored to their unique needs. Isaiah has progressed through multiple levels within Fidelity Investments, starting as a Customer Relationship Advocate before advancing through the ranks of Investment Solutions Representative I and II, culminating in his current position. His professional focus is on forming strong relationships with clients and their families, emphasizing trust, reliability, and competency. Outside of his professional role, Isaiah has personal interests in fitness, golf, motorcycles, and music.

Michael Gillette is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His tenure includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Guillermo Alberto is a CFP® credentialed financial advisor with 19 years of industry experience. He is currently with LPL Financial and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities. Guillermo also holds a Series 66 license and is involved in a non-variable insurance business outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a wide range of advisory and brokerage services through a network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Brendan Keenan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Cushman and Wakefield and Northwestern Mutual Life Insurance. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Mary Aggarwal is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors and Platinum Medical Group prior to joining Merrill. Outside of her advisory role, she serves as co-trustee of a family trust and is a managing member of Mavi LLC, an LLC based in Los Angeles. 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 investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Samuel Garrabrant is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. His background includes a variety of roles outside finance, including a position at Tree House Brewing Company in 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering model portfolios constructed from mutual funds, ETFs, and ETPs.

Philip Mansour is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles at Imotobank LLC and Gordon College. Philip is currently based in Smithfield, RI. 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 and deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Tuoc Dao is an Investment Solutions Representative III at Fidelity Investments, where he partners with individuals and families to develop personalized financial strategies aligned with their specific goals. He holds the Certified Financial Planner (CFP®) designation. Tuoc has a progressive career in the financial services industry, beginning as a Financial Services Professional at New York Life Insurance Company and Annuity Corporation from 2003 to 2012. He then worked as a Financial Specialist at Santander Bank and as an Investment Specialist at Merrill Edge. Since joining Fidelity Investments in 2021, he has advanced through roles from Customer Resource Advocate to his current position. Outside of his professional role, Tuoc is interested in family activities, fitness, parenthood, and traveling.

Martin Lane is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Hingham Institution for Savings and Ohio State University, as well as experience at South Shore Country Club and Killington Resort. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Alexander Beeber is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2014 and Bank of America, N.A. since 2015. He is based in Providence, Rhode Island. 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.

Dena Mao is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining LPL Financial, she worked at Cadaret, Grant & Co., Inc. and HMS Financial Group for nine years each, as well as at Citizens Securities, Inc. and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by research, technology tools, and a broad platform of non-advisory financial services.