Michael Rozzero is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments and Charles Schwab Bank SSB. Rozzero serves as a board member of the David Louis Cunha Foundation, participating in decisions on charitable fund allocations. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management with multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services.

Diane Diblasi is a financial advisor with Primerica Advisors in New Bedford, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2013. In addition to her advisory role, she receives compensation for sales and referrals of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm delivers advisory services through a network of nearly 3,700 advisors using model-driven investment strategies supported by third-party portfolio managers and custodians.

Trevor Mason is a financial advisor at Merrill with 11 years of industry experience. He has been with Merrill since 2014 and holds a Series 66 designation. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes managed account and manager-selection capabilities, supported by integration with Bank of America affiliates and a variety of tax-efficient investment strategies.

Ryan Kelley is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Southern New Hampshire University. 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, and institutional investors.

Donald Carcieri is a Wealth Management Advisor and partner with the Carcieri and Bock Group at Merrill Lynch Wealth Management. Since joining Merrill in 2014, he has worked with high net worth clients, families, and small business owners to develop and execute comprehensive financial strategies. Carcieri and his team utilize industry research and Merrill's proprietary wealth management technology to deliver tailored goals-based planning and tax-efficient investment strategies. His areas of focus include portfolio construction, income and retirement planning, generational wealth transfers, and relationship management. Carcieri began his career in the financial services industry in 2010. He earned his CERTIFIED FINANCIAL PLANNER® designation in 2016 and became a Certified Plan Fiduciary Advisor professional in 2018. He also holds credentials as a Personal Investment Advisor and Retirement Accredited Financial Advisor. Carcieri graduated from Amherst College with a bachelor's degree, where he was captain of the varsity basketball team and participated in a national championship in 2007. In addition to his professional responsibilities, Carcieri serves on the Diocese of Providence Investment Committee. He lives in Coventry, Rhode Island, with his wife and two sons. Outside of work, he enjoys golf, cooking, learning about wine, playing chess, and coaching.

David Avigdor is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Year Up, Resolve Visionary, Dunkin (Cafua Management Company), and CCRI. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Moore is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2018, with prior experience at Fidelity Investments and involvement with IATSE Local 23. Merrill 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.

Frederick Thielker is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop comprehensive financial strategies tailored to their unique goals and circumstances. His professional approach focuses on connecting clients with appropriate people, plans, and processes to support personal ambitions such as education funding, retirement planning, and long-term family objectives. He brings expertise in financial planning, including areas like long-term income sustainability, wealth transfer and preservation, tax-efficient strategies, and educational funding. Frederick's professional designations include Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from American International College. Outside of his professional role, Frederick has personal interests that include baseball, basketball, camping, fishing, gardening, golfing, hunting, refereeing, traveling, and woodworking.

Alexander Araniz is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. His approach includes collaborating with clients to create plans tailored to their family, goals, and aspirations. His areas of expertise include personal retirement planning, college education planning, family wealth management strategies, and legacy planning. Alexander is certified as a Chartered Retirement Planning Counselor (CRPC) and holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Massachusetts Lowell. Outside of his professional work, Alexander enjoys activities such as boating, chess, cooking, football, ice hockey, music, pickleball, spending time with his family, volleyball, and watching movies.

Patrick Mc Mahon is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. He has been with Merrill since 2016 and also works part-time as a bartender at PPAC RI, a corporation involved in theater events. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Christopher Swick is a Senior Vice President and Senior Financial Advisor with the Swick & McDevitt Group at Merrill Lynch Wealth Management. He works with high net worth individuals, families, and institutions to provide tailored financial advice and guidance that addresses their specific objectives. His expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and investment consulting for defined contribution plans among other client focus areas. As a qualified Portfolio Manager, Chris manages personalized or defined investment strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, occasionally on a discretionary basis through the firm's Investment Advisory Program. Chris graduated from Colby College in Waterville, Maine in 2014 with a Bachelor of Arts degree in Economics, concentrating on financial markets. He joined the Dziuba Group in 2012, where he initially focused on portfolio analytics and investment research. Chris holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in Boston, Massachusetts, Chris contributes to the community as a mentor for the Colby Financial Alumni Club, assisting undergraduate students in their career development within financial services. He also serves as a Corporator on the Advancement Subcommittee for Bishop Feehan High School in Attleboro, Massachusetts. Outside of his professional and community activities, Chris enjoys various sports such as golf, tennis, and skiing.

Matthew Anghinetti is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at YMCA, Stonehill College, and QCI Engineering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and offers model portfolio solutions incorporating AI and systematic strategies.

Irene Bock is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where she partners with the Carcieri & Bock Group. She works with individuals and families to design personalized financial strategies aimed at meeting their diverse goals and managing various aspects of personal and professional wealth. Irene also holds the Certified Exit Planning Advisor (CEPA) designation, enabling her to guide business owners through the process of preparing for business sale or transition that aligns financial and personal objectives. With over two decades in the financial services industry, beginning in 1998, Irene brings extensive experience to her role. She holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from California State University, San Bernardino. Prior to her financial career, Irene served in the United States Navy and was awarded the Southwest Asia Service Medal. Irene volunteers with the Center for Women & Enterprise, contributing to the Certification Review Committee to assist women in advancing their businesses through WBENC certification. She is fluent in English and Spanish. Outside of her professional and volunteer activities, Irene enjoys spending time with her husband, three children, and dog, Tucker, as well as exploring new restaurants, reading, traveling, and cooking spicy dishes.

Fred Vicario is a Financial Consultant currently working at Fidelity Investments since 2022. He has held several roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2021 to 2022, Premier Advisor at Citizens Bank from 2020 to 2021, and Financial Advisor at Ameriprise Financial from 2019 to 2020. Prior to that, he served as an Internal Wholesaler at Ameriprise Financial from 2015 to 2019 and started his career as a Financial Advisor at Wells Fargo Advisors from 2014 to 2015. Fred focuses on understanding the unique financial situations and goals of his clients, working with them to document their specific objectives such as retirement savings, education planning, and legacy planning. He collaborates with clients to create tailored financial plans aimed at helping them achieve these goals.

Albert Crimaldi is a Wealth Management Advisor with Merrill Lynch Wealth Management and The Cafaro Group. Since joining the team in 2016, he has led the group's life insurance and long-term care strategy and planning. Albert serves affluent families in New England and nationwide, working with professionals and corporate executives as they navigate key life transitions including job changes, retirement, and family milestones. His areas of focus include college education planning, legacy planning, liquidity management, tax minimization, and retirement income strategies. Albert holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Personal Investment Advisor (PIA), and Retirement Income Certified Professional (RICP). He earned his bachelor's degree from Endicott College, where he was a center on the football team, and holds an MBA from Johnson & Wales University. Albert is an active member of Rotary International and resides in Dedham, Massachusetts. Outside of his professional work, Albert enjoys cooking, golfing, and reading. He spends time with family and friends on Cape Cod.

Christopher Medeiros is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2015. 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.

Brennan Latham is a financial advisor with Morgan Stanley in Providence, RI, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, E*Trade Securities LLC, and Fidelity Investments. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured discovery process and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

James Wing is a financial advisor at RBC Capital Markets with 46 years of industry experience. He holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Joel Russell is a Series 66-credentialed advisor at Merrill with 17 years at the firm and 11 years of industry experience. He is based in Riverside, RI. 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 constructed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shane Madden is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to provide comprehensive financial guidance tailored to their unique circumstances and goals. His client focus areas include college education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Shane holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and earned a Bachelor's Degree from the University of Massachusetts System. He follows a thorough planning process that covers goals, cash flow needs, risk considerations, wealth preservation, tax-efficient strategies, and legacy planning. Shane emphasizes ongoing collaboration to help clients adapt their financial strategies as their situations evolve. Outside of his professional work, Shane is involved in community activities including Habitat for Humanity Greater Providence and East Bay, Save The Bay, and Special Olympics RI. His personal interests include fishing, golfing, and skiing.