Elijah Cave is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at Target, The Italian Home for Children, Dedham Ophthalmic Consultants and Surgeons, and Attleboro High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Hana Couture is a financial advisor with UBS Financial Services in Providence, RI, holding a Series 66 designation and two years of industry experience. Her background includes roles at The Wharf Southern Kitchen and Barkeaters, as well as a teaching position at Rice Memorial High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Susan Beagle is a financial advisor at Fidelity with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Merrill and Citizens Bank prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and employs systematic methodologies alongside oversight of sub-advisers and share class selection.

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.

Stephen Doucette is a financial advisor with Raymond James Financial and holds Series 63 and Series 66 credentials. He has 24 years of industry experience, including 20 years at Edward Jones and currently serves as president of Doucette Capital, a support company related to his advisory work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs analytical tools for tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Benjamin Bloss is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Chick-fil-A for seven years and spent time in full-time education. Strategic Advisers LLC, a Fidelity Investments company, 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 discretionary management.

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.

Joshua Costello is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at The Washington Trust Company and has a background that includes roles at The University of Rhode Island, Stop and Shop, and Toll Gate High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a variety of model-based and discretionary investment strategies.

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.

Ryan Mcconnell is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Equitable Advisors. Prior to his advisory career, he was employed in various roles including at Quincy College and Quirk Auto Dealers. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Evan Bekasi is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 66 credentials and having 12 years of industry experience. He has worked at Merrill since 2015 and is also involved with Luxe Burger Bar. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, and institutions.

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.

Kaoutar El Hossaini is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Citizens Bank and Bank of America. Outside of her advisory role, she is involved in non-investment activities such as food delivery for Uber Eats and Amazon Flex and works as a caregiver with the State of Rhode Island’s LTSS program. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Corey Pothier is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Merrill Lynch/Bank of America for 16 years. Outside of his advisory role, he serves as an independent basketball referee for high school and collegiate games. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Carlos Garcia is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at Merrill, Citizens Securities, Inc., Bank of America, and Bank RI. 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, and institutional investors.

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.

Todd Casey is a financial advisor at Merrill with 14 years at the firm and a total of 10 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Riverside, RI. Merrill, along 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.