Colin Miller is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to his current role, he worked in diverse positions including hospitality and recreational management. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Roy Evans is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jordan Casey is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Jordan worked as an Investment Consultant and Investment Solutions Representative at Fidelity Investments, and as an Investment Specialist at Merrill Edge. Jordan's career also includes experience as a Production Support Analyst at Citizens Financial Group and as a Registered Representative at New York Life Insurance Company. Jordan's professional background spans banking, lending, and investment advisory. This breadth of experience informs a disciplined, planning-first approach to financial consulting, with an emphasis on understanding client priorities and fostering long-term relationships based on trust, clarity, and consistency. Jordan holds an Arkansas Insurance License. Outside of work, Jordan engages in fitness, golf, horseback riding, running, tennis, and traveling.

Giorvanny Lindor is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Before joining Merrill in 2026, he was employed at Bank of America and held positions outside the financial sector, including roles at the University of the People and the Rhode Island Computer Museum. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to a range of clients including individuals, high-net-worth individuals, pension plans, corporations, and charitable organizations.

Paula Villarruel Saavedra is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles in various sectors such as education, retail, and employment services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and use of AI-driven research methods.

Kevin Riley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at the U.S. Department of Commerce, U.S. Census Bureau, and has also held various positions in marketing and delivery services. Outside of advisory work, he has experience as a delivery driver for platforms such as Spark and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios drawn from mutual funds, ETFs, and ETPs, delivering services to both retail and institutional investors.

Trobel Bloe is a financial advisor at LPL Enterprise with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining LPL Enterprise, Bloe held positions at Santander Securities, Santander Bank, and Citizens Bank. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm offers model-driven investment management, financial planning, and access to third-party asset managers, while also providing brokerage and insurance product services through affiliated entities.

Nicole Lazarek is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she volunteers as an officer with the American Legion, a nonprofit organization focused on supporting active and retired veterans. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

Thomas Manning is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has worked at Cambridge since 2012 and previously held roles at Cantella & Co., Inc., Brecek & Young Advisors, Inc., and Compass Capital Corporation. Outside of advisory work, Manning serves as treasurer and part-owner of a land development company involved in residential lot development. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers both discretionary and non-discretionary management solutions, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Ryan Peterson is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a blend of proprietary fundamental research and quantitative analysis in its investment process. The firm is noted for its use of algorithmic portfolio construction, advisory roles to multiple registered investment companies, and registration as a commodity pool operator.

Mary Miley is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. She has over 20 years of experience in the financial services industry, partnering with individuals and their families to help grow and protect their wealth through Fidelity's platform. Prior to her current role, Mary worked as a Senior Fixed Income Trader at OFI Institutional Asset Management from 2003 to 2008, and as Vice President and Senior Fixed Income Trader at Columbia Management from 1992 to 2003. Her extensive experience includes expertise in fixed income trading and holistic financial planning. Outside of her professional career, Mary enjoys cooking and baking, family activities, exploring culinary interests as a foodie, reading, and traveling.

Samuel Siegal is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes multiple roles at Fidelity Investments and positions at the University of New Hampshire and The Matterhorn. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Peasley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at Cco Investment Services Corp from 2009 to 2022, followed by positions at MassMutual and Mass Mutual Investors Services since 2022. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved analytical tools and delivers written recommendations while allowing clients to decide on implementation separately.

Samuel Raheb is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities, Inc. and Santander Investment Services. Outside of his advisory role, he owns and manages rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their approach combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Charlie Matos is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked in real estate and telecommunications, including roles at Premier Realty Group and AT&T. He is also a licensed realtor in Rhode Island, working as an independent contractor guiding clients through property transactions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Nicholas Ranucci is a Financial Advisor with Merrill Lynch Wealth Management and a Partner in the Sloper-Zawerucka-Ranucci Group. He has six years of experience in the financial services industry, focusing on helping families and small businesses identify their financial goals and develop comprehensive personal wealth analyses. Nicholas holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Finance from Salve Regina University, graduating Magna Cum Laude. He resides in Smithfield, Rhode Island with his wife, Michaela.

Colby Leighton is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2025. His prior work includes roles in the hospitality and food service industries, including positions at The Voyage Irish Pub & Restaurant and The Blacksmith Tavern. He has experience across several small businesses in Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines proprietary research with quantitative and algorithmic portfolio construction. The firm is involved in managing model portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

James Griffin Jr. is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 alongside a concurrent tenure at Bank of America. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Merlino is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their short- and long-term financial goals. He focuses on developing personalized plans that address the unique needs of each client. Paul has held several roles at Fidelity Investments since 2022, including Central Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. His experience spans client relationship management and service within the financial sector. He holds insurance licenses for Arkansas and California.

Melissa Ducie is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. She previously worked at Blackpoint Wealth Management for two years and has experience in the hospitality sector. 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 manage portfolios including mutual funds, ETFs, and ETPs.