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 with Merrill in Providence, RI, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. He has worked at Merrill since 2014 and Bank of America, N.A. since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.

Dena Mao is a financial advisor with LPL Financial in Dedham, MA, holding Series 63 and Series 65 designations and 13 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. and HMS Financial Group, each for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and investment management solutions supported by extensive research and technology tools.

John Mc Grath is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and American Income Life Insurance. He currently serves clients out of Brockton, MA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Saywath Luangsidasay is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles at Omnimerce LLC, SCS Financial, and academic positions at the University of Rhode Island and Dr. Jorge Alvarez High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Matthew Morisset is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Histro Kalkanis and Niko Zarras, along with experience in various academic environments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

James W. Buzgo is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at UBS Financial Services Inc. for 11 years. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory solutions across investments, brokerage, and insurance through affiliated entities.

Horia Padurean is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at Merrill and other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jean Michel Arcand is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles with NYLIFE Securities LLC, New York Life Insurance Company, and Samplers Inc., where he occasionally worked as an event specialist in adult beverages promotions. 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 to develop model portfolios from mutual funds, ETFs, and ETPs.

Jefferson Zannoni is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2019, with earlier experience at Congress Wealth Management and Camp Young Judaea. 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 manage a broad range of mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Maureen Burgess is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services Inc and TDAmeritrade. Outside of her advisory role, she operates a professional organizing business and works as an office manager and event coordinator for Stonehill College’s Office of Alumni Engagement. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Frank Soltys is currently an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to understand their goals, values, and aspirations. He helps develop financial strategies tailored to individual needs and aims to build trusted relationships through proactive communication and dependable guidance. Frank has progressed through multiple roles at Fidelity Investments since 2024, starting as a Customer Relationship Advocate and advancing through three levels of Investment Solutions Representative roles. This experience has provided him with a strong foundation in client service and investment solutions. Outside of his professional work, Frank has interests in concerts, football, playing instruments, motorcycles, and caring for pets.

Ryan Hetland is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop wealth enhancement strategies tailored to their values, wishes, and circumstances. He aims to help clients feel confident about their financial futures. Ryan has progressed through several roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2021, advancing to High Net Worth Service Associate in 2022, and moving through the Investment Solutions Representative levels from I to III between 2022 and 2025. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Ryan has interests in fitness and skiing.

Piseth Khuon is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, he worked for Zoll Medical Inc. for 16 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Gordon Moulton is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and Avantax Investment Services prior to joining Cetera. Outside of advising, he owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Ross Granick is an Investment Management Consultant II at Fidelity Investments. In this role, he works closely with families to help them discover, develop, and pursue their financial goals. He has been with Fidelity Investments since 2018, progressing through several positions including Premium Client Services, Investment Solutions Representative, Investment Management Consultant, and currently Investment Management Consultant II. His experience spans various aspects of financial consulting and investment management, allowing him to support clients in managing their financial plans effectively. Ross holds insurance licenses in Arkansas and California, which support his advisory capabilities. Further educational background and personal interests have not been provided.

James Carroll is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, Llc. Carroll serves on the Board of Directors for Blackstone Valley Development Corp, a nonprofit focused on housing for veterans, low-income, and disabled individuals. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, offering advisory and brokerage/insurance services through multiple third-party asset managers and LPL programs.

Julia Bergh is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and previously worked with Baystate Financial Services, Inc. and the Massachusetts Army National Guard. Outside of financial services, she works as an independent contractor providing pet sitting services. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is notable for its use of algorithmic methods and AI in research, as well as its advisory role to multiple registered investment companies.

Zachary Goslin is a financial advisor with Fidelity in Smithfield, RI, holding Series 63 and Series 66 credentials and having 10 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 retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.