Aden Schwartz is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, he held roles at Ignition Consultants, Juno Journey, and several other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and deliver model portfolios to intermediary platforms.

Kevin O'Connor is a Senior Resident Director at Merrill, where he has been serving since 1993. In this dual role, he acts as both a Financial Advisor and a leader in the Syracuse local market. In addition to providing wealth management services, he leads firm strategy by offering training and coaching to Financial Advisors and Client Associates and focuses on recruiting experienced Financial Advisors and candidates for training programs. Kevin applies over 30 years of experience to support clients with a broad range of wealth management needs, emphasizing a Goals Based Approach to Wealth Management. He and his team prioritize understanding clients' financial goals and maintaining clear, regular communication to alleviate investment-related anxiety. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, and retirement income. Kevin holds a Bachelor's degree in Business Administration from Le Moyne College. He has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). Outside of work, he is involved with various nonprofit boards within the Syracuse community and enjoys golfing, skiing, and traveling with his family.

Ronald Capraro Jr. is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individuals and institutional clients, including tailored financial planning supported by proprietary tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly and through Corporate Financial Planning agreements.

James Castro is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. He is also involved in tax preparation through Castro, Thresher & Oliveira, PC, a firm he has been associated with since 1996. Additionally, Castro has experience in life, health, fixed annuities, and long-term care insurance sales. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved tools for goal analysis and offers collaborative, annual financial planning engagements.

Adriane Medeiros is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its advisors and estate planning specialists. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

Andrew Ong is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has held positions at Bank Newport and in the beverage distribution sector prior to joining Fidelity. He also worked in the restaurant industry and at the University of Rhode Island. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory and fund management roles. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from mutual funds, ETFs, and ETPs.

Lucas Mariotti is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Investment Consultant, Workplace Planning Consultant, and Workplace Planning Associate. In his current role, Lucas partners with clients to provide clarity and peace of mind in their personal and financial lives by developing customized financial plans. Lucas's approach to financial planning involves clear communication without jargon and a thorough understanding of the client's priorities. He works collaboratively with clients to build plans tailored to their unique needs. His professional experience encompasses a range of consulting roles at Fidelity Investments, reflecting his expertise in financial and workplace planning. Outside of his professional work, Lucas has interests in baseball, beach activities, football, gardening, playing instruments, and music.

David Davtian is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career includes roles at Bank of America and Merrill, as well as prior experience in the retail and food service sectors. 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.

Maria Parfenova is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She has worked with Fidelity Investments since 2021. Her prior work includes roles at Bryant University and Cambridge Savings Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary investment solutions.

Thomas Wickham is a CFP® professional working with Fidelity Investments, with 10 years of industry experience. He has been affiliated with Fidelity since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a diverse set of mutual funds, ETFs, and ETPs.

Victor de Medeiros is a Financial Consultant currently working at Fidelity Investments since 2024. He has a history of roles in financial consulting and brokerage services, including positions at E*TRADE and Morgan Stanley from 2013 through 2024, and experience as a Bank Manager at Santander Bank-Sovereign from 2011 to 2013. His professional approach emphasizes building genuine relationships with clients and their families to develop financial strategies that are tailored to their specific goals and values. Victor holds insurance licenses in Arkansas and California. Outside of his professional work, Victor has personal interests that include art, cars, family activities, football, gardening, and traveling.

Constantine Menadue is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Paul E Saperstein Auction Company and Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures.

James Branca currently serves as an Investment Management Consultant I. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative II and III. In these positions, he has supported clients and their families in developing personalized financial strategies tailored to their goals. James holds insurance licenses in Arkansas and California, reflecting his qualifications in insurance-related financial services. Outside of his professional responsibilities, James enjoys baseball, family activities, golf, traveling, and exploring food.

Seth Hall is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at The Prudential Insurance Company of America, Pruco Securities LLC, and has been involved with Community Care Alliance since 2018. Outside of advising, he participates in ridesharing through Lyft. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers a range of financial services through advisory and brokerage channels, leveraging model portfolios, third-party asset managers, and an integrated platform that includes insurance products and lending programs.

John Farmer is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held prior roles at Citizens Securities, Inc. and Bank Newport. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Richard Danforth Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he owns an apiary where he manages beekeeping and honey sales, and he performs as a member of an Irish band playing local gigs in Boston. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Edward Yeomans is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Before joining Fidelity, he worked at UBS Financial Services and Alpha Advisors. Outside of finance, Yeomans has experience in the hospitality and beverage industries, including roles at Bad Martha Beer and Wicked Restaurant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across various fund types and model portfolios.

Prescott Wing is a CFP® with eight years of industry experience, currently serving as a financial advisor at RBC Capital Markets, LLC since 2017. Prior to joining RBC, he worked at MFS from 2015 to 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored portfolio management programs that combine in-house and third-party investment managers with options for tax management, responsible investing, and alternative investments.

Sai Villanueva is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Merrill from 2014 to 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, with oversight and evaluation of share classes and allocations.

Peter Serino is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Ameriprise since 2021 and previously spent eight years at Citizens Bank. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive recommendations addressing income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and a centralized consulting team.