Daniel Cook is a CFA® charterholder and Series 63 licensee affiliated with Edward Jones. He has three years of industry experience, previously working nine years at Wellington Management before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, and corporate and charitable organizations. The firm manages over $1 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Jeffrey Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Cetera Financial Specialists LLC, Royal Alliance Associates Inc., and TIAA-CREF. Outside of his advisory work, he operates Peacefield Financial, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools across a range of investment strategies.

Paul Derbyshire is a financial advisor with Ameriprise in Franklin, MA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies typical of a large institutional firm.

Kevin Stoddard is a CFA® charterholder with 30 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously spent ten years at National Planning Corporation. He is also the president and owner of Stoddard Financial, LLC, a business he has been involved with since 2004. 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, supported by a network of investment adviser representatives.

William Thornley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for seven years and has held roles at Commonwealth Financial Network, Financial Foundations, and New England Investment & Retirement Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services through its extensive network of investment adviser representatives, utilizing various portfolio strategies and operational tools.

Danielle Taglianetti is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at Fidelity Investments since 2021. Her prior experience includes 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing model portfolios, formal advisory responsibilities to investment companies, and use of algorithmic methods and AI in research.

Diane Graca is a CFP® with 30 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. She previously worked for 22 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company. Diane is involved in insurance brokerage activities, including life and disability insurance, through several related roles. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services with a model-based investment process focused on asset allocation and portfolio optimization.

Sean Sullivan is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with individuals and families to assist them in making informed financial decisions and achieving their financial objectives through personalized planning and ongoing guidance. Sean has extensive experience in the financial services industry, having served in various roles including Vice President and Regional Account Executive at Fidelity Investments from 2016 to 2022, Senior Regional Retirement Consultant from 2013 to 2016, and Senior Regional Investment Consultant from 2011 to 2013. Prior to his tenure at Fidelity, he worked as a Regional Sales Representative for MFS Investment Management between 2010 and 2011, and as a Financial Advisor at Morgan Stanley Smith Barney from 2007 to 2010.

Joshua White is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Compass Retirement Consulting Group and other diverse employers. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles in managing registered investment companies and delivering model portfolios for Fidelity Institutional Wealth Adviser.

Alexander Santangelo is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He was previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated for three years. His background also includes roles outside of finance in the hospitality industry. 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. The firm offers discretionary and non-discretionary advisory services and manages model portfolios using systematic methodologies across a broad investable universe.

John Paul Gryska is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, his work history includes roles at Cornell University, Clven National House Corporation, and hospitality positions at Fairmont Hotels and Statler Hotel. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create and manage model portfolios across mutual funds, ETFs, and ETPs.

Joseph Pecchia is a Series 66-licensed financial advisor with Fidelity, bringing four years of industry experience. His previous roles include positions at Amica Mutual Insurance and Rhode Island College. Outside of his advisory work, he is involved in buying and selling consumer goods on eBay. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers 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 across mutual funds, ETFs, and ETPs.

Marcella Santos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Ameriprise and Merrill Lynch, Bank of America. Outside of finance, she worked as a fitness instructor at Bentley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Dominic Collamati is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2001. Outside of his advisory role, he serves as a director supporting student athletes at Xavier University. 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, including oversight of model portfolios and fund advisory services.

Anthony Paolo is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Fay Law Associates, NYLIFE Securities LLC, and New York Life Insurance Co. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios using systematic methodologies and long-term asset allocation benchmarks.

Alexander Abatecola is a financial advisor at Fidelity with five years of industry experience. He previously worked at First Command for five years and served with Rhode Island Military Funeral Honors for five years. He holds Series 63 and Series 66 licenses. 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 deliver model portfolios, and it engages in advisory roles that include management of fund-of-funds and multi-manager structures.

Quan Ma is a financial advisor at Fidelity with a Series 66 designation and recent experience beginning in 2024. Prior to joining Fidelity, Quan worked at K-ZAO and has held positions in various industries including design and retail. 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 manage discretionary and non-discretionary portfolios.

Nora Yousif is a CFP® with 15 years of experience, currently serving with RBC Capital Markets and City National Bank. She has been with RBC Capital Markets since 2011 and with City National Bank since 2019. Outside of her advisory role, she serves on the boards of several nonprofit organizations focused on community support and legal aid for low-income women. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment advisory programs that combine in-house and third-party managers, with options for discretionary portfolio management, tax management, and responsible investing.

Puja Gowda is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she was with Equitable Advisors, LLC and has an educational background from Case Western Reserve University. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Joel Agus is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and previously worked for Commonwealth Financial Network for 19 years. Agus is also president of Highland Capital, a non-investment-related support company that he manages alongside his advisory work. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains institutional consulting and portfolio management within a large advisor network.