Aniya Combs is a financial advisor with Fidelity and holds a Series 66 designation. She has been with Fidelity since 2023 and has prior experience at CCRI, Transforce, Western Express, Hampton Inn and Suites - Hilton, and Kohl’s. 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 to manage diversified portfolios.

John Kashmanian is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and worked previously at MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning relationships.

Cristopher Llopiz Osorio is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Ameriprise. Outside of his advisory role, he serves as president of the Puerto Rican Professional Association of Rhode Island, a nonprofit organization. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by centralized operational and supervisory structures.

Carl Lindewall is an Investment Solutions Representative III at Fidelity Investments, where he has progressed through several roles since 2022. His professional experience includes positions as Investment Solutions Representative I and II, as well as Customer Relationship Advocate. Carl focuses on building trust-based client relationships by providing personalized financial guidance and support. He emphasizes understanding clients' unique goals and financial aspirations, aiming to ensure they feel confident and informed in their financial decisions. Carl values transparency, integrity, and clear communication in his planning approach. He holds an Arkansas Insurance License. Outside of his professional work, Carl has interests in cars, golf, motorcycles, outdoor adventures, family activities, and parenthood.

Keven Larkin is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill since 2022 and previously held roles at Sound FX and in vocational technical education. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

Martin Lasky is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 credential and has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

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 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held roles at Granite Telecommunications and worked in various positions affiliated with Nichols College. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving multiple registered investment companies and employing systematic methodologies in its investment approach.

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 66 and Series 63 licenses and four years of industry experience. She has worked at Fidelity since 2021 and previously held positions at CVS Caremark and the Rhode Island Allied Health Institute. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

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, LLC, holding Series 63 and Series 65 designations and 31 years of industry experience. His prior work history includes positions at Webster Bank, LPL Financial, LLC, and SQN Securities, LLC. He is based in Cranston, Rhode Island. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income 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 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Fidelity Investments and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.