John Peacock Jr. is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 65 registrations. Outside of his advisory work, he serves as a PAC committee member for the Rhode Island Saltwater Anglers Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various technology-driven investment solutions.

Vincent Manfredi is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Investment Solutions Representative II and I, as well as Customer Relationship Advocate. Prior to joining Fidelity, Vincent worked as a Customer Service Representative at Santander Bank from 2017 to 2020. In his role, Vincent partners with individuals and families to co-create financial plans by developing personalized strategies that align with their short-term needs and long-term goals. He focuses on helping clients gain confidence in their financial futures. Outside of his professional responsibilities, Vincent enjoys family activities, fitness, movies, reading, and traveling.

Justin Ferland is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at FedEx, the Rhode Island National Guard, and the Rhode Island Department of Health. Outside of advising, he also engages in food delivery services as a DoorDash driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Andrew Gallonio is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include over two decades with Avantax entities and founding AV Gallonio & Co in 1977. Outside of advisory work, he owns and operates a tax preparation and accounting business and is an enrolled agent representing clients before the IRS. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform supporting diverse investment strategies.

William Dwyer is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Seaport Financial Education LLC and TIAA-CREF. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment management options.

Michelle Vetovis is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. She has been with Fidelity Brokerage Services since 2012 and joined Fidelity Investments in 2025. Outside of her advisory work, she serves as a board member for the Life is Good Playmaker Project, contributing to organizational design and program support. 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. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Lawrence Velarde is a financial advisor with Fisher Investments, holding a Series 66 designation and 24 years of industry experience. He has worked at Fisher Investments since 2017 and previously spent three years at TIAA-CREF. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Parker McMinn is a Financial Consultant at Fidelity Investments, where he works with clients to develop personalized financial strategies. He focuses on understanding each client's unique circumstances to co-create tailored financial plans aimed at achieving their financial goals. Prior to his current role, Parker served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2023 and gained experience as a Financial Planning Intern at Primerica in 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Parker engages in activities such as cooking and baking, spending time with family, playing football and golf, running, and traveling.

Alex Burgjohann is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, he worked at Bank of America, Diversified Resources, LLC, and Corrigan Financial. Outside of his advisory role, he has worked as a server at Tavern In The Square. 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 strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lawrence Ashong Katai is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Merrill since 2013 and also has a background at Bank of America, where he has worked since 2015. Outside of his advisory role, he is involved in a separate investment-related business based in Providence. 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 for individuals, high-net-worth clients, and institutions, supported by internal Chief Investment Office teams and third-party managers.

Michael Bruno is a financial advisor with Merrill in Riverside, RI, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Merrill since 2013 and has been with Bank of America, N.A. since 2015. 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 using model-based and discretionary investment strategies.

Julian Murcia is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citizens Securities, Bank of America, Merrill, and Wells Fargo Advisors. Murcia is currently based in Smithfield, Rhode Island. 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. The firm is notable for its registered commodity pool operator status and its use of AI and systematic methodologies in managing model portfolios.

Lauren Peloquin is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, she held positions at Florence Bank, Ulta Beauty, and Sunglass Hut. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Darren De Angelis Jr. is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has been with Osaic since 2025. His prior work experience includes roles at Unishippers - Team Bennett and Stop & Shop Supermarket Company. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing various portfolio construction tools and third-party solutions.

Trina Mitchell is a financial advisor with Merrill based in Riverside, Rhode Island, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has worked at Merrill since 2009 and is also currently employed with Bank of America. Outside of her advisory role, she serves in the U.S. Army Reserve and owns a fitness coaching business. 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, and institutional investors, with a focus on strategic asset allocation and tax-sensitive approaches.

Andrew Plympton is a Series 66 credentialed financial advisor at Fidelity with one year of industry experience. His prior work includes roles at Driscoll Management and Bentley University, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies and for employing systematic methods, including AI, in its investment processes.

Andrew Schneider is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at Unibank for Savings and Polyvinyl Films, Inc., among others. Outside of finance, he has worked in various sectors including education and food service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Christopher Koons is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior experience with firms including Craftwherk Productions, BK International Education Consultancy, Athleta LLC, and VideoLink. Outside of finance, he is a singer in a band that performs publicly. Fidelity's Strategic Advisers division provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ashley Brown is a financial advisor at Merrill with a Series 66 license and four years of industry experience. She has been with Merrill since 2021 and has been affiliated with Bank of America since 2015. Outside of her advisory role, she works as an independent consultant for Rodan + Fields, providing skincare consultations and product sales. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Samantha Ireland is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. She has worked at Fidelity Investments since 2025. Outside of her advisory role, she is employed as a caretaker for a disabled client on weekends through The Fogarty Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.