Peter Ruzzo is a Team Financial Advisor with the Ruzzo Palmieri Group at Merrill Lynch Wealth Management in Providence, Rhode Island. He supports the team in business development and managing ancillary products, including mortgages, insurance, and client onboarding. Peter works alongside his father, Tony Ruzzo, providing a comprehensive approach to financial planning aimed at helping clients make educated short- and long-term financial decisions. He focuses on a variety of client areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, and retirement income. Peter holds the designations of CERTIFIED FINANCIAL PLANNER® professional, Chartered Retirement Planning Counselor™ professional, and Personal Investment Advisor. He earned a Bachelor's degree in Financial Management with a minor in Accounting from Clemson University. Prior to Clemson, he attended Clarkson University, where he was a member of the varsity baseball team during his freshman and sophomore years. During his time at Clemson, Peter contributed as a sports journalist to the university's "Tiger" newspaper. Beyond his professional work, Peter is engaged in community activities including volunteering with the ALS Rhode Island Impact Council and participating in the East Bay Chamber of Commerce Young Professionals group. He resides in Providence, Rhode Island, and enjoys baseball, reading, running, spending time with his family, and writing. He is a lifelong fan of the Red Sox and Patriots.

Robert Logan is a Financial Advisor at Merrill Lynch Wealth Management, specializing in providing personalized financial strategies to individuals and families. His expertise includes college education planning, corporate benefits, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Robert holds a Bachelor's Degree from Rhode Island College and has earned the Chartered Retirement Planning Counselor (CRPC) designation. He focuses on trust, transparency, and education to empower clients to make informed financial decisions. He aims to build strong relationships and deliver value through customized financial planning and investment advice. Outside of his professional work, Robert enjoys basketball, cooking, music, pickleball, reading, and spending time with his family.

Jason Platt is a CFP® with 16 years of experience currently advising clients at Ameriprise. His prior experience includes roles at Citizens Securities, Bank of America, Merrill, Santander Securities, LPL Financial, Mariner, and New England Securities. He serves on the Board of Directors for The SISU Advantage. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through written Recommendation Reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Eric Cutler is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 2009 and holds Series 63 and Series 66 credentials. 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, and institutional investors.

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.

Stephen Minicucci is a financial advisor with LPL Financial in Portsmouth, RI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Citizens Securities, Santander Bank, and Citizens Bank. Outside of finance, he is involved with Green Softwash Solutions LLC, a business he has operated since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research and operational tools.

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.

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.

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.

Katherine Tavares is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Outside of her advisory role, she serves as President of the Demello Elementary PTO, where she organizes fundraisers and student activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and integration of AI-driven research techniques.

John Leary is a CFP® with over 31 years of experience in the financial industry. He has been with Edward Jones since 2003 and previously worked at Merrill from 1996 to 2003. Leary serves as Chair of the Board of Management for the Bayside YMCA, representing the local branch on the Greater Providence YMCA board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services through a nationwide network of advisors and branch offices.

Trina Mitchell is a financial advisor with Merrill based in Riverside, Rhode Island, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has worked at Merrill since 2009 and is also currently employed with Bank of America. Outside of her advisory role, she serves in the U.S. Army Reserve and owns a fitness coaching business. 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, with a focus on strategic asset allocation and tax-sensitive approaches.

Wesley Witcher is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has no prior industry experience but has worked in various roles including at IRA Green Inc, W.B. Mason Company Headquarters, and Johnson and Wales University. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with discretionary authority granted to portfolio managers and offers access to third-party asset managers and financial planning services.

Dennis Blais is a Series 66 licensed financial advisor with Merrill in Riverside, Rhode Island, with 11 years of industry experience. He has been with Merrill since 2006, accumulating 20 years at the firm. 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, and institutions.

Teresa Smith is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2018. 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, pension plans, corporations, and charitable organizations.

Sherri Curria is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and with 10 years of industry experience. Her prior experience includes roles at Fidelity Investments, PRUCO Securities, and Citizens Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Michael Gaulin is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He works closely with clients to develop personalized financial strategies that align with their values and focus on helping them make steady progress toward their goals. Michael has been with Fidelity Investments since 2019, gaining experience across various roles including Planning Consultant, Investment Solutions Help Desk, Investment Solutions Representative, and Brokerage Operations Representative. His career path reflects a comprehensive understanding of investment consulting and client service within the financial industry. Outside of his professional work, Michael's personal interests include beach activities, biking, boating, golf, skiing, and traveling.

Jeremy Foskett is a financial advisor at Merrill with 19 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2009. Outside of his advisory role, he serves as a board member of the Charlton Massachusetts Finance Committee. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Deivy Garcia Permanez is a Series 66 licensed advisor at Merrill with one year of industry experience. Prior to joining Merrill, he held positions at Santander Bank N.A., Towne Park, Ltd, ALDO Group, and has experience in education at Florida International University, Miami Dade College, and Mater Academy Middle High School. 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 and profit-sharing plans, corporations, and charitable organizations.