Brendan Keenan is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Cushman and Wakefield and Northwestern Mutual Life Insurance. 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 a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Anthony Psikarakis is a financial advisor with Ameriprise in Needham, MA, holding a Series 63 designation and 27 years of industry experience. He previously worked at American Express Financial Advisors Inc. for 22 years before joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Samuel Garrabrant is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2022. His background includes a variety of roles outside finance, including a position at Tree House Brewing Company in 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, offering model portfolios constructed from mutual funds, ETFs, and ETPs.

Adam Ladd is a financial advisor with Ameriprise in Canton, MA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Philip Mansour is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work includes roles at Imotobank LLC and Gordon College. Philip is currently based in Smithfield, RI. 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 and deliver model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Tuoc Dao is an Investment Solutions Representative III at Fidelity Investments, where he partners with individuals and families to develop personalized financial strategies aligned with their specific goals. He holds the Certified Financial Planner (CFP®) designation. Tuoc has a progressive career in the financial services industry, beginning as a Financial Services Professional at New York Life Insurance Company and Annuity Corporation from 2003 to 2012. He then worked as a Financial Specialist at Santander Bank and as an Investment Specialist at Merrill Edge. Since joining Fidelity Investments in 2021, he has advanced through roles from Customer Resource Advocate to his current position. Outside of his professional role, Tuoc is interested in family activities, fitness, parenthood, and traveling.

Martin Lane is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Hingham Institution for Savings and Ohio State University, as well as experience at South Shore Country Club and Killington Resort. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Dena Mao is a financial advisor with LPL Financial in Dedham, MA, holding Series 63 and Series 65 designations and 13 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. and HMS Financial Group, each for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and investment management solutions supported by extensive research and technology tools.

John Mc Grath is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and American Income Life Insurance. He currently serves clients out of Brockton, MA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Saywath Luangsidasay is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 and Series 63 credentials. His prior work includes roles at Omnimerce LLC, SCS Financial, and academic positions at the University of Rhode Island and Dr. Jorge Alvarez High School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Roberto Crugnale is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work experience includes roles at Western Southern Financial Services and Touchstone Securities, Inc., as well as self-employment through LEDGESTONE LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets, with a large network of advisors and branch offices across the United States.

Matthew Morisset is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Histro Kalkanis and Niko Zarras, along with experience in various academic environments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

James W. Buzgo is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at UBS Financial Services Inc. for 11 years. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory solutions across investments, brokerage, and insurance through affiliated entities.

Stacy Poli is a financial advisor at RBC Capital Markets with 16 years of industry experience. She previously worked at Wells Fargo Clearing Services LLC and Morgan Stanley Smith Barney. Poli is certified as a health coach through the Institute for Integrative Nutrition and has been involved in health and wellness coaching. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs, offering portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Horia Padurean is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at Merrill and other firms. 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Jean Michel Arcand is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles with NYLIFE Securities LLC, New York Life Insurance Company, and Samplers Inc., where he occasionally worked as an event specialist in adult beverages promotions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jefferson Zannoni is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2019, with earlier experience at Congress Wealth Management and Camp Young Judaea. 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 to manage a broad range of mutual funds, ETFs, and ETPs. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI and algorithmic methods in portfolio management.

Maureen Burgess is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services Inc and TDAmeritrade. Outside of her advisory role, she operates a professional organizing business and works as an office manager and event coordinator for Stonehill College’s Office of Alumni Engagement. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Frank Soltys is currently an Investment Solutions Representative III at Fidelity Investments, where he partners with clients to understand their goals, values, and aspirations. He helps develop financial strategies tailored to individual needs and aims to build trusted relationships through proactive communication and dependable guidance. Frank has progressed through multiple roles at Fidelity Investments since 2024, starting as a Customer Relationship Advocate and advancing through three levels of Investment Solutions Representative roles. This experience has provided him with a strong foundation in client service and investment solutions. Outside of his professional work, Frank has interests in concerts, football, playing instruments, motorcycles, and caring for pets.

Ryan Hetland is an Investment Solutions Representative III at Fidelity Investments, where he collaborates with clients to develop wealth enhancement strategies tailored to their values, wishes, and circumstances. He aims to help clients feel confident about their financial futures. Ryan has progressed through several roles at Fidelity Investments, beginning as a Customer Relationship Advocate in 2021, advancing to High Net Worth Service Associate in 2022, and moving through the Investment Solutions Representative levels from I to III between 2022 and 2025. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Ryan has interests in fitness and skiing.