Dathan Belanger is a Financial Advisor at Merrill Lynch Wealth Management who specializes in comprehensive wealth management. He focuses on helping clients grow and preserve their assets through personalized financial strategies and retirement planning. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Dathan is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He holds a High School Diploma from Somerset High School and has attended the University of Massachusetts System and Nichols College without earning a degree. His approach centers on understanding what matters to clients and their families to create tailored strategies that pursue their financial goals. Outside of his professional work, Dathan's personal interests include gardening, golfing, running, spending time with his family, and writing.

Benjamin Bloss is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked in the food service industry and took time for full-time education. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Erik Holton is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 29 years of industry experience. Before joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities, Inc. for 17 years. He also serves as an insurance agent offering individual and group life and health insurance. Mass Mutual Investors Services, LLC 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 financial planning engagements using comprehensive analysis tools and maintains various event-driven planning programs including estate and employer-sponsored plans.

Christopher Marcello is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2009. He joined Fidelity Investments in 2001 and has held various roles including Financial Planning Consultant, Investments Consultant, Retirement Investment Specialist, and Service Trading Specialist. In his current role, he focuses on educating clients on investment strategies, assisting with comprehensive retirement planning, and empowering them to make informed financial decisions. Christopher holds a California Insurance License, supporting his ability to provide a range of financial services. Outside of his professional responsibilities, he enjoys boating, fishing, gardening, soccer, tennis, and traveling.

David Woolf is a financial advisor at Fidelity with Series 63 and Series 66 designations and 31 years of industry experience. He has been with Fidelity Investments since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research and quantitative, algorithm-driven portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Mario Cipollini is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, along with account administration and custody support.

Nathaniel Morrissey is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. His work history includes roles outside finance such as positions at Morrissey Construction and Pizzaville, as well as time spent at Lafayette College and Hopkinton High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its role in managing registered investment companies and its use of advanced methodologies including AI in research.

Ward Ewalt is a financial advisor at Fidelity with a Series 66 credential and experience starting in 2024. Prior to joining Fidelity, he worked at Hands on Hartford and Charter Oak Environmental and has a background that includes time at the University of Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Chang Hyo Yoon is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Fidelity Investments and Muy Hamburger Partners, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration with the CFTC as a commodity pool operator, advisory roles to multiple registered investment companies, and its use of systematic methodologies and AI in portfolio management.

Tammy Breault is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2000. 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, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Justin Wojcik is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Rhode Island College and La Familia Restaurant. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, relying on a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm advises multiple registered investment companies and constructs model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Patrick Saunders is a financial advisor at Fidelity Investments with a Series 66 designation and one year of industry experience. His prior roles include positions at Brown Brothers Harriman and several private clubs. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Casey Connor is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Casey worked in various roles including as a deckhand for Helen H Deep Sea Fishing, where he assisted customers with fishing and maintained boats. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a wide range of investment vehicles.

Ryan Meyer is a CFP® with 13 years of experience in the financial services industry. He is currently affiliated with OSAIC and has held previous roles at Royal Alliance Associates, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Metlife Securities, and Ameriprise. Outside of financial advising, Meyer serves on the board of directors for the Narragansett Lions Club, a volunteer organization that raises funds for local charitable causes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a broad range of brokerage and advisory services, utilizing advanced portfolio construction tools and various third-party platforms to support both discretionary and non-discretionary account management.

Peter Darling is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Bournewood Hospital and teaching positions at the University of Massachusetts Boston and Massasoit Community College. 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, and serves as an advisor to multiple registered investment companies.

William Florio is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked in mortgage lending and various roles in media and audio production. Outside of advising, he works as a freelance audio engineer specializing in music and voice-over recording, mixing, and sound design. 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jason Silva is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 65 licenses and 14 years of industry experience. His work history includes positions at Merrill, Bank of America, Santander Bank, and Citizen's Securities. He is based in East Greenwich, Rhode Island. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Anthony Viera is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in college education planning, personal retirement planning, individual and corporate investment strategy, and retirement income. Anthony works closely with clients to understand their personal perspectives and priorities, helping them develop strategies to pursue their financial goals. He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Dennis Yamouth Regional High School. Anthony is also a member of the Tri-County Regional Chamber. His philosophy centers on uncovering what matters to clients and their families to create tailored financial strategies. Outside of his professional role, Anthony enjoys baseball, basketball, camping, football, ice hockey, softball, spending time with his family, and traveling.

Grady O'Connor is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience and has held various roles outside of finance, including positions in catering and education. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kelly Clougherty is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, Clougherty worked at Diamond Cove Wealth Management and has held positions outside finance in retail and food service sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing systematic methodologies including fundamental research, quantitative analysis, and algorithmic portfolio construction across a universe of mutual funds, ETFs, and ETPs. The firm also serves in advisory roles to multiple registered investment companies and specializes in delivering model portfolios for intermediary platforms.