Aidan Vaughn is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior work experience includes roles at Citizens Bank, GameStop, and Southern New Hampshire University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kathleen Lariviere is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has worked at Wells Fargo Advisors Financial Network LLC since 2009 and previously at UBS Financial Services from 2003 to 2006. Outside of her advisory role, she has a significant ownership interest in R & L Financial Group LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds and integrates advisory services with various financial products and referral channels.

Stephanie Pacheco is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. from 2016 to 2021. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage funds and model portfolios.

Michael Abramo is a financial advisor with LPL Financial, holding the Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services for five years before joining LPL Financial in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various platforms.

Dave Castellone is a Financial Consultant at Fidelity Investments, where he partners with individuals and families to develop tailored investment strategies aimed at growing, managing, and protecting their wealth. He has held various roles at Fidelity Investments since 2021, progressing from Investment Solutions Representative to Fixed Income Specialist, and then to Financial Consultant positions. His professional experience encompasses a range of responsibilities within investment solutions and fixed income, contributing to his expertise in financial consulting. Dave holds insurance licenses in Arkansas and California. Outside of his professional work, Dave enjoys boating, fishing, golf, and playing musical instruments. He is also engaged in family activities and parenthood.

Oliver Brady is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, Brady serves on the Board of Directors for St Elizabeth Community and is the Fundraising Chair for the Rotary Club of Warwick. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a wide range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jack Padden 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 at Granite Telecommunications and has held various roles at Nichols College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, along with registered investment companies. 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.

Thomas Scott is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He began his career at Fidelity in 2022, progressing through roles as Customer Relationship Advocate, Investment Solutions Representative I and II before reaching his current role. In his professional capacity, Thomas focuses on partnering with clients to understand their financial goals and develop customized plans to meet their unique needs. He emphasizes forming strong, trust-based relationships with clients and maintaining a high level of reliability and competency. Outside of his work, Thomas has interests in art, hiking, movies, pets, tennis, and traveling.

Esther Egbeyode is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity in 2021, she worked at CVS Caremark and the Rhode Island Allied Health Institute. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers model portfolios and serves as an advisor to multiple registered investment companies.

Cody Chapman is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Fidelity since 2021 and previously held roles outside finance in retail and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management and fund advisory. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

David Whitehouse is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Funds Distributor, Merrill, and Bank of America. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including multi-manager and fund-of-funds structures.

Chris Libutti is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and having 31 years of industry experience. Before joining Ameriprise in 2025, he worked at Webster Bank and LPL Financial, among other firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers a written Recommendation Report and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Deangelis is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Commonwealth Financial Network and Bank Rhode Island & Bari Investment Services from 2011 to 2020. Outside of his advisory role, he is involved in tax preparation through Smiths Tax Service. Ameriprise provides retirement-income planning services aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Benjamin Moy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work history includes roles at Charles River Medical Associates and University of Massachusetts Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it engages in formal advisory roles uncommon among large institutional peers.

Sercan Yilmaz is a financial advisor at Merrill with Series 63 and 66 licenses and three years of industry experience. He previously worked at Fidelity Investments for four years and has a background that includes roles in various technology and gig economy companies. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dallas Mashburn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity Investments in 2023, he was with Equitable Advisors, LLC for one year. His background includes roles outside finance, such as work at Piezoni's Pizza and experience with YMCA Camp Abnaki. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Christopher Small is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Bank of America, N.A., Santander Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith, Incorporated. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Antunes is a Planning Consultant at Fidelity Investments, where he focuses on developing tailored financial plans to meet the unique needs of clients and their families. He has been in this role since 2022. Prior to his current position, Nicholas worked as a Financial Representative at Equitable Advisors from 2020 to 2022. He also served as a Regional Investment Consultant at Fidelity Investments from 2018 to 2020. Outside of his professional work, Nicholas has personal interests that include boating, concerts, being a foodie, golf, sailing, and skiing.

Benjamin Agostini is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. Prior to joining Fidelity in 2025, he held positions at Southern New Hampshire University and Ocean Tides School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios constructed through a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies, use of systematic methodologies, and formal governance procedures.

Neida Fortes is a Financial Consultant at Fidelity Investments, bringing over a decade of experience in financial planning and advising. She has held roles at Fidelity since 2022, progressing from Planning Consultant to her current position. Prior to this, Neida worked as a Financial Advisor at Edward Jones Investments and as a Select Banker at Santander Bank. Her professional focus centers on assisting high net worth families and individuals in developing personalized financial plans tailored to their unique goals. Neida prioritizes understanding each client's situation and emphasizes client education to help them establish achievable financial objectives. Neida holds a California Insurance License. Outside of her professional work, she enjoys family activities, fitness, movies, outdoor adventures, reading, and traveling.