Kelly Reey is a financial advisor at Merrill with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Putnam Retail Management Limited Partnership and Manning & Napier Advisors, LLC. Reey was also principal at Reey Consulting prior to joining Merrill in 2019. Merrill, together with its affiliate Managed Account Advisors LLC, offers 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 strategies developed by internal and third-party managers.

John Paul Gryska is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, his work history includes roles at Cornell University, Clven National House Corporation, and hospitality positions at Fairmont Hotels and Statler Hotel. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create and manage model portfolios across mutual funds, ETFs, and ETPs.

Gregory Gudz is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at AT&T for over two decades. Outside of his advisory role, Gregory serves as the head coach for girls and boys volleyball at Woonsocket High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including multi-manager and fund-of-funds structures.

Joseph Pecchia is a Series 66-licensed financial advisor with Fidelity, bringing four years of industry experience. His previous roles include positions at Amica Mutual Insurance and Rhode Island College. Outside of his advisory work, he is involved in buying and selling consumer goods on eBay. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Anthony Paolo is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Fay Law Associates, NYLIFE Securities LLC, and New York Life Insurance Co. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios using systematic methodologies and long-term asset allocation benchmarks.

Alexander Abatecola is a financial advisor at Fidelity with five years of industry experience. He previously worked at First Command for five years and served with Rhode Island Military Funeral Honors for five years. He holds Series 63 and Series 66 licenses. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it engages in advisory roles that include management of fund-of-funds and multi-manager structures.

Pierre Henry Masoin is a financial advisor with Merrill in Providence, RI, holding a Series 66 credential and with nine years of industry experience. He has worked at Merrill and Bank of America since 2014 and previously worked at Citizens Securities, Inc. Masoin serves as a consultant for TG Therapeutics, Inc. and is a board member for the National MS Society’s Connecticut & Rhode Island Chapter. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robin Dziuba is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. She has worked at Merrill since 1990 and has been with Bank of America, N.A. since 2009. Outside of her advisory role, she serves as a committee member on the investment committee of St. Elizabeth Community, a charitable organization providing services for the elderly. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Quan Ma is a financial advisor at Fidelity with a Series 66 designation and recent experience beginning in 2024. Prior to joining Fidelity, Quan worked at K-ZAO and has held positions in various industries including design and retail. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Puja Gowda is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she was with Equitable Advisors, LLC and has an educational background from Case Western Reserve University. Fidelity’s Strategic Advisers LLC 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 to manage discretionary and non-discretionary portfolios.

Jeffrey Langlois is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2008 and joined Merrill Lynch Wealth Management in 2012. Jeff is part of the Carcieri & Bock Group and focuses on helping clients develop flexible, goal-based financial strategies. His expertise includes education planning, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Jeff holds a bachelor's degree in finance from the University of Rhode Island. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Committed to providing comprehensive and transparent advice, Jeff works closely with families, individuals, and business owners to meet their financial needs and goals supported by real-time investment management. A native of Rhode Island, Jeff resides in Cranston with his wife, Beth-Ann, and their two sons. He is involved in the community through Special Olympics Rhode Island and enjoys spending time with his family. His personal interests include chess, cooking, football, golfing, ice hockey, reading, and traveling.

Deviet Gaul is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, Blount Fine Foods, Bryant University, Rogers Corp, and The Kraft Group, where he was involved in inventory control and sales of alcoholic beverages as a beer hawker. 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 a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Janet Mullaney is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. She has worked at several firms including Merrill and Bank of America before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Conor Clifford is a financial advisor at Fidelity with four years of industry experience and holds Series 63 and Series 66 designations. His prior work includes roles at Day Kimbell Hospital and Burrillville Extended Care, as well as academic involvement at the University of New Hampshire. 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 uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Stephen Benevento is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Equitable Advisors with 25 years of industry experience. He previously worked at LPL Financial for 13 years and American Portfolios Advisors, Inc. for one year. Outside of his advisory role, he is associated with The Ronald M & Beverlie Benevento Revocable Trust. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs. The firm employs a range of advisory models, many implemented by third-party managers, and provides ERISA fiduciary services through credentialed representatives.

Robert Hovan is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its affiliates since 2009, having previously worked at Citigroup Global Markets for 10 years. Outside of his advisory work, he serves as a notary public. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering comprehensive financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in assets and delivers both direct client services and corporate financial planning solutions.

Jennifer Duguay is a financial advisor at Fidelity with 10 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Brokerage Services, LLC and National Financial Services prior to her current role. Jennifer is based in Smithfield, Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe.

Christopher Dandeneau is a financial advisor with LPL Enterprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Prudential Advisors. He also spent time with the Pittsburgh Pirates and the University of Connecticut. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Md Hossain is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Bank of America, N.A. since 2026 and has prior experience at TowerBrook Capital Partners and in the restaurant industry. 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.

Ryan Kosh is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, his background includes roles at several organizations across different sectors, including Bryant University and various music and entertainment entities. He has been involved with Eventide Audio and multiple record labels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios across mutual funds, ETFs, and ETPs, and serves as an advisor to registered investment companies and fund-of-funds.