Jonathan O’Meara is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2021 and has prior experience with Wheaton College and youth sports associations. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it holds distinctive roles such as CFTC registration and advisory to multiple registered investment companies.

Mark Dittrich is a financial advisor with Raymond James Financial Services Advisors, Inc. in Franklin, MA, holding CFP® certification and multiple securities licenses. He has 33 years of industry experience and has been with Raymond James since 2009. Outside of his advisory role, he is the owner of a support company and serves as a general partner in a realty LLC, as well as a paid notary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports its broad advisor network with institutional consulting and portfolio management.

Nicholas Cehelsky is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at UPS, Amazon, Door Dash, and positions in education and hospitality. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction with a focus on multi-manager and fund-of-funds structures.

Stephen Palmisciano is a financial advisor at Merrill with Series 63 registration and 50 years of industry experience. He has worked at Merrill since 1978 and has also been affiliated with Bank of America since 2009. 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 individual, high-net-worth, institutional, and charitable clients.

Daniel Kennedy is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory role, he serves as Treasurer for the Norwood High School Athletic Hall of Fame. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, corporate, and charitable clients through a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages both in-house and third-party managers, providing various options including tax management and responsible investing.

Nicholas Gannon is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. He previously worked at Compass and served the Town of North Providence for ten years. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and conflict-of-interest controls.

Christian Cataldo is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Boston Financial Management and served the Town of Marshfield for four years. Outside of finance, he is employed at Lovell Academy, a boarding school, where he is responsible for ensuring students are in their designated locations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Lyse Anne Lepine is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and formerly worked at Securities America Advisors and Securities America, Inc. for six years before joining LPL Financial. Prior to her financial career, she was a homemaker for sixteen years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various portfolio management strategies.

Aya El Hossaini is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has held positions at Bank of America, Citizens Bank, and Santander. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Catalan is a financial advisor with Fidelity, holding a Series 66 designation and eight 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 diverse clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advisory mandates.

Michael Capalbo is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. Prior to joining LPL Enterprise, he held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he serves as a lacrosse referee for youth and high school programs and has experience in chemical lawn care and as a background actor for film and television. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Linda Ferreira is a financial advisor with Edward Jones in Rehoboth, MA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she manages long-term rental properties in Rehoboth. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of discretionary and non-discretionary investment strategies. The firm supports over 23,700 advisors nationwide and offers affiliated mutual funds, trust services, and securities-based lending under a fiduciary standard.

Sarah Trek is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and with 18 years of industry experience. She has worked at Merrill since 2009 and has also been associated with Bank of America since 2006. Outside of her advisory role, she is employed by Instacart in a food shopping and delivery position. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tasha Reeves is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Old Dominion Freight for eight years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Joshua Cordeiro is a financial advisor with Merrill in Riverside, Rhode Island, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2016. 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 strategies managed by internal teams and third-party managers for a range of individual and institutional clients.

Raymond Arruda Jr. is a CFP®-designated financial advisor with Ameriprise, based in Johnston, RI, and has 31 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he operates a part-time disc jockey business called The Music Shop. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

John Carrigan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to his current role, he worked in various positions including at the LEGO Group and Emerson College. Outside of finance, he is involved in freelance post-production editing and co-hosts a film podcast focusing on movies and psychological topics. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios through systematic methodologies and long-term asset allocation benchmarks.

Myuran Ratnaseelan is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes roles at Fidelity Brokerage Services LLC since 2017 and Veritude Fidelity Investments from 2016 to 2017. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios drawn from mutual funds, ETFs, and ETPs.

Manlio DiRocco is a Financial Consultant currently working at Fidelity Investments. In this role, he partners with clients to develop personalized financial strategies tailored to their preferences and priorities. His objective is to ensure clients feel supported, confident, and comfortable with their financial plans. Manlio has progressed through a series of roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2021. He then held successive positions as Investment Solutions Representative I, II, and III from 2022 to 2025 before becoming a Financial Consultant in 2025. This experience reflects a consistent focus on investment solutions and client relations, contributing to his expertise in the field. He holds insurance licenses for Arkansas and California. Outside of his professional life, Manlio engages in activities such as family activities, fishing, fitness, hiking, motorcycles, and traveling.

Reid Delanois is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His background includes roles at Fidelity Investments, DePuy Synthes, Aloha Tournaments, Bucknell University, and Loyola Blakefield. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios of mutual funds, ETFs, and ETPs.