Robert Boulanger is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.

Alfred Gilbert Jr. is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Financial Strategies Retirement Partners and Commonwealth Financial Network for nearly two decades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jason Lenotte is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked in various roles within Fidelity since 2013. Outside of his advisory duties, Lenotte serves as a part-time police officer in Salem, New Hampshire. Fidelity's affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction for its model portfolios.

Matthew O'Connor is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Oxford Global Resources and WinterWyman. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Daniel Omogrosso Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Ameriprise since 2005. Outside of his advisory role, he serves as president of OC&C, Inc., a financial planning business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients near or in retirement.

Ronald Cartwright is a financial advisor at Fidelity with 21 years of industry experience and holds the Series 66 designation. He has worked in various capacities within Fidelity since 2005, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios delivered to intermediary platforms.

Patrick Riley is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His work history includes multiple roles at Fidelity Investments and Siena College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Andrew Batey is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities from 2015 to 2020. His current role at J.P. Morgan Chase Bank and J.P. Morgan Securities began in 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jared Breault is a financial advisor at UBS Financial Services with 27 years of experience in the industry. He previously worked at Merrill and Bank of America before joining UBS in 2024. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation strategies.

Dominic Jablonski is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as a Planning Consultant from 2023 to 2024, a Relationship Manager from 2021 to 2023, and an Investment Solutions Representative from 2019 to 2021, all within Fidelity Investments. He works one-on-one with individuals, families, and business owners to navigate markets and life events, aiming to build wealth through personalized financial plans. His approach focuses on making investing clear and simple for his clients. Dominic holds insurance licenses in Arkansas and California. Outside of his professional work, Dominic's personal interests include biking, fishing, hiking, parenthood, and traveling.

Nicholas Vaughn is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he held roles at Paychex, Rentokil Pest Control, Citron Hygiene, and several companies in the craft beer industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm integrates proprietary fundamental research, quantitative analysis, and algorithmic methods in its investment process and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Josh Perillo is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on helping clients develop financial plans and ensuring they have the resources to pursue their goals. Josh has been with Fidelity Investments since 2020, progressing from a Customer Relationship Advocate to an Onboarding Team Leader before becoming a Planning Consultant. He holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Josh enjoys activities such as biking, fitness, hiking, outdoor adventures, snowboarding, and spending time with his pets.

Donna Gagliardi is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc. and currently with Ameriprise Financial Services, LLC. 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 clients approaching or in retirement with written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

Christine Rauser is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. She previously worked at RBC Capital Markets for six years before joining Ameriprise in 2022. Outside of her advisory role, she manages her business activities through an LLC. Ameriprise is an institutional firm that offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily focusing on assets managed within Ameriprise accounts.

Greg Abate is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity since 2011, progressing through roles including Investment Management Consultant III, Senior Portfolio Specialist, and Portfolio Specialist. His professional experience encompasses various aspects of financial consulting and portfolio management. Greg holds insurance licenses in Arkansas and California. He emphasizes building collaborative and open relationships with his clients to understand their financial goals and provide tailored planning support. Outside of his professional work, Greg engages in family activities, enjoys movies, reading, traveling, and writing.

Andrew Hernandez is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. He has worked at Fidelity Investments since 2020 and previously held multiple roles at Staples Inc. Fidelity’s Strategic Advisers LLC serves a broad client base, including retail and institutional investors, providing investment management and advisory services that combine fundamental research with quantitative analysis and algorithmic portfolio construction.

Christopher Brown is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage and advise on a broad range of investment products.

John Spindler is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various roles since 2007. Outside of his advisory work, he is an owner involved in the rental of a single property. 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’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting a range of discretionary and non-discretionary advisory services.

Travis Labrie is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Fidelity Investments, Commonwealth Financial Network, and Symetra. Labrie is also involved in fixed insurance sales as a supplemental business activity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting.

Cameron Gilroy is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes positions at Johnson Lumber, Beowulf Security Consultants, and The Deck LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and delivery of model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with a focus on systematic methodologies and long-term asset allocation.