Erik Pelletier is a Financial Advisor with the Carcieri & Bock Group at Merrill Lynch Wealth Management in Providence, Rhode Island. He transitioned into financial advising after a career as an engineer in the automotive and aerospace & defense industries. Erik applies engineering principles such as system analysis, evaluating tradeoffs, and planning for uncertainty to help clients achieve their financial goals in a structured and thoughtful way. He specializes in assisting executives, STEM professionals, business owners, and families with complex financial decisions. His areas of focus include executive compensation planning, tax-efficient strategies, equity compensation and concentrated stock planning, business exit strategy, retirement planning, and multi-generational wealth and legacy planning. His clientele often face decisions related to executive compensation, equity awards, stock positions, tax planning, retirement, business ownership, and legacy considerations. Erik holds a Bachelor of Science in Mechanical Engineering and a Bachelor of Science in German Language from the University of Rhode Island. He is a Chartered Financial Analyst (CFA) and a Personal Investment Advisor (PIA). He remains active in professional communities as a member of the German American Business Council of Boston and the Tau Beta Pi Engineering Honor Society.

Jackson Mc Kersie is a financial advisor at Merrill with a Series 66 designation and approximately one year of experience at the firm. His prior roles include working with educational programs and camps such as the MAUSD Extended Learning Program and Dexter Southfield Science and Technology Camp, as well as involvement with Wide Open Marine and The Henley Group. Additionally, he has experience at Middlebury College and in farm management at Apple Knoll Farm. 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.

Carl Baton is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative I and II, as well as Customer Relationship Advocate. In his current position, Carl partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. Carl emphasizes forming strong relationships with his clients and their families, prioritizing trust, reliability, and competency in his work. His experience encompasses client relationship management and investment solutions within the financial services industry. Outside of his professional responsibilities, Carl's personal interests include attending concerts, fitness activities, exploring food, running, playing tennis, and traveling.

David Alger is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He 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. The firm offers model-based and discretionary strategies developed by internal and third-party teams and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Tuck is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he held positions at Whole Foods Market, SOLGUD Robotics, Lowes, and worked at UMASS Amherst and UMASS Lowell. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Kyle Brow is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Granite Links and has held various positions including employment at a semi-private golf club where he tended bar during events. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

David Jeranian is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2013. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Paolo Catucci is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior experience includes roles at Bank of America and Merrill, as well as work outside the financial sector at Parkside Restaurant and Republic Services Group. He also serves on the finance committee of the Woman's Resource Center in Newport, Rhode Island, where he contributes to audit readiness, compliance, and the development of the Investment Policy Statement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Sierra Katz is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2007 and has also worked at Bank of America, N.A. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Lombardi is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He works closely with clients to understand their short and long-term financial goals and develops customized financial plans to meet their unique needs. Building strong relationships with clients and their families is a central focus of his approach. Christopher has been with Fidelity Investments since 2022, progressing through several roles including Customer Relationship Advocate, High Net Worth Service Associate, and Investment Solutions Representative at various levels. His experience spans client relationship management and investment solutions. He holds an Arkansas Insurance License. Outside of his professional work, Christopher enjoys camping, hiking, outdoor adventures, and snowboarding.

James Celico is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL, he worked at Linsco/Private Ledger Corp. for 23 years. In addition to advising, he is an independent insurance agent selling term, disability, and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, and provides both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Lobel is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including at Alku and Element Productions, where he was involved in administrative tasks for a full-service video production company. Fidelity’s Strategic Advisers division provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. Their investment approach combines proprietary fundamental research with quantitative analysis and systematic portfolio construction.

Kayla Nitti is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and one year of industry experience. Her background includes roles at Northwestern Mutual and experience in eldercare services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is also involved in advisory roles for registered investment companies and employs algorithmic methods, including AI, in its portfolio management process.

Justin Try is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles at Milestone Financial Planning and Primerica. His background also includes positions in education and hospitality. 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 manage and deliver model portfolios.

Robert Levesque is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1989. Outside of his advisory role, he is also a licensed real estate salesperson. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Chad Barnes is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2009. 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, pension plans, corporations, and charitable organizations.

Laura Lambert is a financial advisor at Merrill with 19 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved with the Community College of Rhode Island in Lincoln. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Dwayne Demond is a CFP® and ChFC® with 29 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and Mass Mutual Life Insurance Company since 2016, following a two-year tenure at MetLife Securities Inc. Outside of his advisory work, he is involved in managing an LLC for branding his financial services practice. MassMutual Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm focuses on collaborative annual planning engagements that analyze client goals using firm-approved tools and offers various investment-related programs and services.

Piers Sullivan is a Planning Consultant at Fidelity Investments, where he works with clients to build toward their unique goals through strategic financial planning. He has been with Fidelity Investments since 2020, progressing from Financial Representative to Relationship Manager, and currently serving as a Planning Consultant since 2023. Piers holds a California Insurance License. Outside of his professional career, he has interests in fitness, golf, reading, surfing, and tennis.

Aidan Lovett is a financial advisor with Fidelity Investments, holding the Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held positions in athletics administration and operations, including roles at Tufts University Athletic Department and USA Hockey. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, serving retail and institutional investors as well as registered investment companies.