Brayden Ladue is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity Investments, he held positions at Lake Winnipesaukee Golf Club, Wildcat Pizza, Project Happy, Baystate Tents, Walmart, and Market Basket. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight of sub-advisers and a focus on managing conflicts of interest.

David Nicholson is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2005. Outside of his advisory role, he serves as a varsity lacrosse head coach at Ursuline Academy and is a board member of the Business Alliance Networking Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance through a unique affiliation with a municipal advisor.

Guy Asadorian Jr. is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BNY Mellon Wealth Management. He participates monthly in an organized angel investment group focused on evaluating and investing in early-stage privately held companies. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Baker is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at Delta Development Group and United Parcel Service, as well as positions spanning over a decade at Koopman Lumber and Whitinsville. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including multi-manager and fund-of-funds strategies.

Paula Farrell is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2021, with prior roles at Citizens Securities and Santander Securities. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered funds while managing and delivering model portfolios through systematic methodologies.

Landon Matrone is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Guaranteed Rate and a decade-long involvement with the Carnegie Abbey / Aquidneck Club. 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 to manage multi-manager and fund-of-funds structures, among other services.

Brandon Lumbert is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. His career includes roles at Fidelity, Partners Insurance, and several other companies across various sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role in managing registered investment companies, use of AI-driven research methods, and delivering model portfolios through Fidelity Institutional Wealth Adviser.

Stefen Mee is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Oyster Harbors Club, Milestone Financial Planning, and DoorDash. Mee has experience working in both financial services and other sectors during his early career. Fidelity, through its Strategic Advisers LLC division, provides 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 and offers specialized services such as advisory roles to registered investment companies and fund-of-funds.

Robin Taft is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Citizens Bank and CCO Investment Services. 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 deliver model portfolios and manage registered investment companies.

Michael Parente is a CFP® with 37 years of industry experience. He is currently with Cetera and has held roles at Cetera Advisors LLC since 2013 and Parente, Bufalo & Co., Inc. since 1995. Outside of his advisory work, he co-owns an accounting and tax preparation firm and serves as a trustee and co-executor for family trusts and estates. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 advisors.

Amanda Barth is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, LLC since 2014. 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 develop model portfolios, and it maintains oversight controls while advising on multiple registered investment companies and fund-of-funds.

David Randall is a CFP® with 36 years of industry experience. He has been with LPL Financial since 1998 and was self-employed in the financial services sector from 1991 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Finn is a CFP® and ChFC® with 12 years of industry experience. He is currently affiliated with XYPN Sapphire and has previously worked at One Charles Private Wealth, Journey Wealth Partners, Royal Alliance, LPL Financial, LLC, and Columbia Management Investment Distributors Inc. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans, employing a long-term, risk-based investment approach grounded in Modern Portfolio Theory. The firm supports nearly 50 affiliated advisors through a centralized corporate RIA model and offers specialized services including digital-asset management and model portfolios to other independent RIAs.