Glenn Arnold is a CFP® professional with 13 years of industry experience, currently serving at Fidelity Investments. His prior roles include positions at Merrill, Three Rivers Financial Services, and Sequoia Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a registered commodity pool operator, and its advisory work for multiple registered investment companies and fund-of-funds.

Karen Conti is a financial advisor with Merrill in Providence, RI, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has been with Merrill since 1999. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Brais is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill for a total of 16 years, with a brief hiatus from 2021 to 2022. 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 various institutions.

John Peacock Jr. is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2009. His prior roles include positions at Mutual Service Corporation, New England Securities, Veravest Investment Advisors, Inc., and Equity Services, Inc. Outside of his advisory work, he serves as a PAC committee member for the Rhode Island Saltwater Anglers Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, supporting advisors with both proprietary and third-party investment strategies.

Christopher Kyprianou is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation. He has been with LPL Enterprise since 2025, with intermittent employment in other roles prior to that. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, third-party asset manager access, and affiliated insurance and trust services.

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 credentials including Series 63 and Series 66 licenses and three years of industry experience. His prior work experience includes roles at FedEx, the Rhode Island National Guard, and the Rhode Island Department of Health. Outside of his advisory work, he has worked as a delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research along with quantitative and algorithmic portfolio construction methods. The firm serves a variety of clients, including registered investment companies and charitable funds, and employs model portfolios constructed from 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.

Vaness Dosedel is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has worked at Merrill since 2014, with a two-year period at Morgan Stanley from 2023 to 2025 before returning to Merrill. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 10 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 Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services such as discretionary and non-discretionary advisory, fund advisory, and model portfolio delivery, with distinctive features including registration as a commodity pool operator and use of AI-driven research methodologies.

Sean Bove is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Osaic since 2018, following nine years at Sii. He serves as head of the Innovative Wealth Team, LLC, which engages in sales and marketing of securities, investment advisory, and insurance products. Osaic Wealth provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm emphasizes model-based asset allocation and portfolio optimization and supports a wide range of investment programs delivered through its multi-advisor platform.

Michael Harrington Jr. is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Signator Investors, Inc., and John Hancock Mutual Life Insurance Co. He also serves as a volleyball coach at Bishop Hendricken High School. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations through a multi-advisor platform offering both brokerage and advisory services. The firm uses a model-based investment approach with portfolio optimization and offers a range of managed and third-party investment programs.

Lauren Peloquin is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity Investments, she worked at Florence Bank and has a diverse background in retail and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build and manage model portfolios. The firm serves a range of clients including registered investment companies and employs systematic methodologies alongside oversight controls to address conflicts of interest.