Joshua White is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has previous work experience at Compass Retirement Consulting Group and has held roles outside finance, including at Dover Recreation and the University of New Hampshire. 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 is noted for its model portfolio services, use of algorithmic methods including AI, and advisory roles with registered investment companies and fund-of-funds.

John Stamp is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch Wealth Management in 2001. John focuses on providing practical and objective advice to address each client's specific financial and wealth transfer goals. John holds the designation of Chartered Retirement Planning Counselor, awarded by the College for Financial Planning, and the Certified Plan Fiduciary Advisor (CPFA), awarded by the National Association of Plan Advisors. He is also a qualified Portfolio Manager and is experienced in building and managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. These strategies can be managed on a discretionary basis through the firm's Investment Advisory Program. He has a Bachelor's Degree from the University of Rhode Island. Outside of his professional work, John enjoys biking, gardening, hiking, music, photography, and spending time with his family.

Bernard Manchester is a Wealth Management Advisor with Merrill Lynch Wealth Management and co-founder of The T.D.M. Group, a financial advisory practice serving executives, business owners, and affluent families. Since beginning his financial services career in 2007, he has developed expertise in retirement planning, portfolio management, executive compensation, stock and option planning, estate and insurance planning, debt structuring, and cash flow management. Bernard applies his experience to create customized financial strategies aimed at aligning clients’ resources with their personal financial goals. Bernard holds a Bachelor’s degree in Marketing with a concentration in Finance from Providence College. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CERTIFIED PLAN FIDUCIARY ADVISOR™, with additional credentials including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Bernard advises business owners on corporate retirement plans and is proficient in succession planning, Medicare planning, social security strategy, life insurance analysis, and estate planning services. He is an active member of the Providence College Alumni community, serving as a Board Member for the Providence Alumni Club. Bernard grew up in Barrington, Rhode Island, and currently lives in Rumford, Rhode Island with his wife Elizabeth and their two daughters, Quinn and Blair.

Alexander Santangelo is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His career includes prior roles at Merrill Lynch and positions within hospitality and distribution companies. 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 develop model portfolios. The firm manages a variety of investment structures, including registered investment companies and charitable gift funds, and incorporates systematic methodologies along with oversight of sub-advisers.

Kelly Reey is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Merrill in 2019, Kelly worked at Putnam Retail Management Limited Partnership for four years and operated Reey Consulting for one year. 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 institutional investors.

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 at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at both Bank of America and Merrill since 2014. Outside of his advisory role, he 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, pension plans, corporations, and charitable organizations.

Robin Dziuba is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1990, as well as at Bank of America since 2009. Outside of his advisory role, he serves on the investment committee for St. Elizabeth Community, a charitable organization providing nursing homes and services for the elderly. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension 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.

Brea Hutchinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed and various business entities. Hutchinson is also a notary and has managed a business entity, BJH LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, third-party research, and various investment and technology solutions.

David Materne is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo firms since 2009. Outside of his advisory role, Materne serves as president of the Hattie Ide Chaffee Nursing Home in Riverside, RI. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs through a large network of financial advisors.

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.

Michele Prlich is a financial advisor with LPL Financial, holding Series 65, 63, and 66 licenses and having 22 years of industry experience. Her prior experience includes 13 years at Citigroup Global Markets and a current role at Webster Bank since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Frank Giorgio IV is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. and Nordstrom Inc. In addition to his advisory work, he is involved in a food manufacturing business producing spaghetti sauce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Edward Pelletier is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Insurance Company for 26 years and has been with Mass Mutual since 2016. Pelletier also operates as an independent insurance agent offering a range of insurance products including dental, disability, fixed annuities, life, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and collaborative planning processes, offering a variety of programs including estate-settlement and employer-sponsored planning.