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®-certified financial advisor with 11 years of industry experience, currently working at Fidelity Investments. He holds Series 63 and Series 66 licenses and has been with Fidelity since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI in its research processes.

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 at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Paul E Saperstein Auction Company and Bryant University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and algorithmic portfolio construction. The firm serves a variety of clients, including registered investment companies and an IRS-qualified Charitable Gift Fund, and is noted for its use of systematic methodologies and formal advisory roles in fund management.

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 at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Seth is involved in rideshare driving for Lyft. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by internal and third-party strategists, and offers a range of financial planning, consulting, and insurance products.

Jason McGrath is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has 25 years of industry experience, including prior roles at Morningside Securities, LLC and Prime II Management. He has been with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, annual planning processes supported by firm-approved analytical tools.

John Farmer is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial in East Greenwich, RI. His prior work includes roles at Citizens Securities, Inc., Bank Newport, and various other investment firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and diverse investment strategies.

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 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at UBS Financial Services and Alpha Advisors. Outside of finance, he was involved with Bad Martha Beer for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

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. His prior experience includes eight years at Merrill before joining Fidelity. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it maintains a range of oversight and governance practices uncommon among large institutional peers.

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.

Steven Donahue is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, Merrill, and Commonwealth Financial Network prior to joining Fidelity. 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 noted for its advisory role to multiple registered investment companies, use of algorithmic methods including AI, and its delivery of model portfolios to intermediary platforms.

Oluwatoyin (Olu) Forrestal is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Merrill since 2012. 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.

Andrew Shuster is a Series 66–licensed financial advisor at Morgan Stanley with 13 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Merrill from 2014 to 2023. Outside of his advisory role, he operates a sole proprietorship focused on aerial drone photography in Rhode Island. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research from its Global Investment Committee.

Nathaniel Camera is a Series 66-licensed advisor at Merrill with no prior industry experience. His background includes roles outside financial services, such as positions at Planet Fitness and University of South Carolina Campus Recreation. 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, institutions, and charitable organizations.

Brian Proppe is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial, having joined in 2024 after a 14-year tenure at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by proprietary research and technology tools.

Miguel Batista is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked in behavioral health at Hartford Behavioral Health and Rutgers Behavioral Health UBHC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and it is notable for its use of systematic methodologies and a formal advisory role to multiple registered investment companies.