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.

Robert Entwistle Jr. is a financial advisor with LPL Financial in Somerset, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Rockland Trust, Cantella & Co., J.P. Morgan Securities, and Sentinel Pension Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

John Cote is a financial advisor at Merrill with 28 years of industry experience. He has held positions at Merrill since 2009 and previously worked at Bank of America, N.A. since 2008. He holds Series 63 and Series 66 licenses. 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 and profit-sharing plans, corporations, and charitable organizations.

Nicholas Prunier is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2014, progressing through several positions including Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and High Net Worth Associate. In his current role, Nicholas partners with clients and their families to develop holistic financial plans tailored to their individual goals. He emphasizes collaboration, candor, and respect to help clients prepare for financial uncertainties and achieve peace of mind regarding their financial futures.

Haley Cerilli is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She works closely with clients to understand their individual situations and priorities, collaborating to develop and implement financial plans tailored to their unique goals and needs. Her experience in the financial industry includes roles as a Planning Consultant and Financial Representative at Fidelity Investments from 2019 to 2024, as well as a Financial Advisor at Merrill Lynch from 2017 to 2019. Outside of her professional work, Haley enjoys activities such as beach visits, biking, golf, reading, and exploring different foods. She is also a pet owner.

Christopher Lavalley is a financial advisor at Fidelity with five years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at CFS Inc. and Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brandon Manchester is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Alight Solutions, Empower Retirement, and GWFS Equities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Richard Bassett is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Cetera and its affiliates since 2016 and operates his own financial services business, J. Marshall Associates, where he provides insurance and securities sales. Bassett is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Dejvid Shala is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in technology at Busy Dog Basement Technologies and was employed in education with Quincy Public Schools. 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 across mutual funds, ETFs, and ETPs. The firm also acts as a registered commodity pool operator and advises multiple registered investment companies.

Jake George is a Planning Consultant at Fidelity Investments, where he focuses on personalized service and financial planning tailored to the day-to-day needs of wealth clients. He aims to build and maintain client relationships based on trust, reliability, and authenticity. Jake's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Private Client Associate at Clarfeld Citizens Private Wealth and a Licensed Banker at Citizens Bank. His work has centered around supporting clients in managing their financial goals and investments. Outside of his professional career, Jake has personal interests in baseball, fitness, football, social events with friends, pets, and skiing.

William Harper is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at both Merrill and Bank of America, N.A. since 2012 and 2015 respectively. Outside of his advisory role, he is the sole owner of a rental property business. 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 and profit-sharing plans, corporations, and charitable organizations.

Charles Shank is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He previously worked at T. Rowe Price and spent nine years at The Machine Shop before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and model portfolios.

Paul Economou is a CFP® with 19 years of industry experience, currently working at Fidelity Investments. His prior roles include positions at infinex Investments, Calton & Associates, and independent advisory work. He is part of 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Lisa Grenon is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at Merrill since 2009 and has been affiliated with Bank of America since 2008. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kwame Mensah is a financial advisor at Merrill with 11 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Merrill since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Juan Reynoso is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Uber, Staples, Amazon, and Pine Manor College. He works at Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Mitchel Mcgonagle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include multiple positions at Fidelity Investments, as well as work at Yawgoog Scout Reservation and several retail businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Jack Brusso is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience at the DaVinci Center for Community Progress and Wheaton College. Outside of advisory work, he was involved with Stingrays Soccer Camps for five years. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios drawn from mutual funds, ETFs, and ETPs.

Mark Choate is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2008, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, advisory work for registered investment companies, and use of systematic methodologies including AI and long-term asset allocation strategies.

Tracy Baker is a financial advisor with Cetera, holding a Series 66 designation and over 26 years of industry experience. She has been with Cetera and its affiliates since 2016 and also operates J. Marshall Associates, where she manages office and client services. Baker is an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.