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.

Janet Goulart is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her career includes prior roles at Mariner, New England Securities, Equitable Advisors, and Mony Securities Corporation. She is also the owner of TRIO JEZ, LLC, a company involved in property rental in Narragansett, Rhode Island. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers various platform options and proprietary model strategies.

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, holding Series 63 and Series 65 licenses and having 31 years of industry experience. Before joining Ameriprise in 2025, he worked at Webster Bank and LPL Financial, among other firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers a written Recommendation Report and ongoing 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 63 and 66 licenses and three years of industry experience. He previously worked at Fidelity Investments for four years and has a background that includes roles in various technology and gig economy companies. 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, pension plans, corporations, and charitable organizations.

Dallas Mashburn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity Investments in 2023, he was with Equitable Advisors, LLC for one year. His background includes roles outside finance, such as work at Piezoni's Pizza and experience with YMCA Camp Abnaki. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Christopher Small is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Bank of America, N.A., Santander Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith, Incorporated. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Antunes is a Planning Consultant at Fidelity Investments, where he focuses on developing tailored financial plans to meet the unique needs of clients and their families. He has been in this role since 2022. Prior to his current position, Nicholas worked as a Financial Representative at Equitable Advisors from 2020 to 2022. He also served as a Regional Investment Consultant at Fidelity Investments from 2018 to 2020. Outside of his professional work, Nicholas has personal interests that include boating, concerts, being a foodie, golf, sailing, and skiing.

Benjamin Agostini is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. Prior to joining Fidelity in 2025, he held positions at Southern New Hampshire University and Ocean Tides School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managing model portfolios constructed through a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies, use of systematic methodologies, and formal governance procedures.

Neida Fortes is a Financial Consultant at Fidelity Investments, bringing over a decade of experience in financial planning and advising. She has held roles at Fidelity since 2022, progressing from Planning Consultant to her current position. Prior to this, Neida worked as a Financial Advisor at Edward Jones Investments and as a Select Banker at Santander Bank. Her professional focus centers on assisting high net worth families and individuals in developing personalized financial plans tailored to their unique goals. Neida prioritizes understanding each client's situation and emphasizes client education to help them establish achievable financial objectives. Neida holds a California Insurance License. Outside of her professional work, she enjoys family activities, fitness, movies, outdoor adventures, reading, and traveling.

Gregory Winslow is a financial advisor at Merrill with six years of industry experience. He has been with Merrill since 2019 and previously worked at Tower Construction Corp from 2017 to 2019. Winslow holds a Series 66 designation. 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.

Jeremy Hughes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He worked at RBC Capital Markets for 10 years before joining Wells Fargo Clearing in 2016, where he has been practicing for the past decade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Robert Mcgreen is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1999. He specializes in developing strategies and providing advice for high-net-worth individuals, their families, and their businesses to help them achieve both short- and long-term financial goals. As a qualified Portfolio Manager, Robert manages personalized or defined investment strategies, sometimes on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. Robert has been in the financial services industry since 1987. He holds the Accredited Asset Management Specialist (AAMS) designation awarded by the College for Financial Planning Institutes Corp. Additionally, he carries the Personal Investment Advisor (PIA) designation. Robert earned a Bachelor's Degree from Stonehill College. His areas of client focus include college education planning, divorce transition planning, family wealth management strategies, legacy planning, retirement planning and income, portfolio management services, women and wealth, and tax minimization.

Eric Nunes is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Cumberland Farms, American Eagle Outfitters, and The Home Depot. Nunes has also been employed at the University of Rhode Island and Beaver River Golf Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Julie Dansereau is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2014. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Frappier is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo since 2019. Prior to that, he was employed at Citizens Bank and its affiliated securities firms from 2016 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Aaron Schulz is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation. His prior work history includes roles at Northwestern Mutual and FedEx Ground, as well as running his own business, Schulz Detailing, from 2016 to 2020. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Paul Teixeira is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. Outside of advising, he offers fixed and indexed annuities, life insurance, and long-term care products through Teixeira Financial Group. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and multiple program options delivered via a multi-advisor platform.