Patrick Reilly is a Financial Advisor with the Carcieri & Bock Group at Merrill Lynch Wealth Management. In his role, he collaborates with individuals, families, and business owners to build and preserve wealth through thoughtful, goal-based planning. He focuses on simplifying financial decisions and providing proactive guidance to help clients move forward with confidence. Patrick's expertise spans diverse client focus areas, including education planning, employee benefits planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, sports & entertainment, and retirement income. He holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Rhode Island. Outside of his professional work, Patrick enjoys football, golfing, ice hockey, reading, skiing, spending time with his family, and watching movies.

Anthony Ruzzo Jr. is a Wealth Management Advisor and partner in The Ruzzo Palmieri Group at Merrill Lynch Wealth Management. He is responsible for all Wealth Management Planning activities within the group and has been employed by Merrill Lynch Wealth Management since July 2000. Tony works closely with each client to develop a written Wealth Plan aimed at supporting their long-term financial goals. Tony holds multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He was educated at Marquette University and Wagner College, where he earned his Bachelor of Science degree. Additionally, Tony studied General Medicine in Europe, graduating Cum Laude with an M.D. degree in 1997 from the University of Pecs. His areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. Tony is also active in his local community and enjoys baseball, football, golfing, ice hockey, reading, traveling, and spending time with his family, with whom he resides in North Smithfield.

Matthew Butzke is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Tesla Energy for four years and Westmill Preservation Services for three years. He holds a Series 66 designation. 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. The firm manages discretionary and non-discretionary portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Mark Leone is a financial advisor with Cetera, holding a Series 63 designation and bringing 33 years of industry experience. His career includes prior roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is an independent insurance agent selling fixed insurance products and shares office space with a CPA firm that refers investment and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Kevin Gertsman is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior work includes positions at Initium Consulting Group LLC and Ra Medical Systems. Kevin’s career spans both consulting and healthcare sectors before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Alexandria Hutchinson is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and resources.

Samuel Freedman is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His prior roles include positions at Amplified Planning and Banfield Pet Hospital. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm also manages multiple registered investment companies and delivers model portfolios using advanced methodologies, including AI and algorithmic techniques.

Ryan Hanley is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2017. Prior to entering the financial industry, he spent 20 years at Allen Young Movers. Ryan works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Paul Heslinga is a CFP® with seven years of industry experience, currently affiliated with Wells Fargo Clearing since 2018. Prior to that, he worked at Ellington Management Group from 2014 to 2018. He serves on the finance committees of several nonprofit organizations, including We Can and the Bass River Rod and Gun Club, where he also holds the role of treasurer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Louis Kline is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to his current role, he worked for Lincoln Financial Advisors for 16 years. He is also the managing partner at Dean Ave Planning Group LLC, a financial planning firm based in Franklin, MA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, with a variety of model-based and discretionary strategies tailored to client objectives.

Charles Last is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Fordham University, BMW of Sudbury, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Levi Shapiro is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he held various positions in the education and service sectors, including roles at Florida Southern College and DJM Consulting. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Cedric Smith is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with clients to understand their priorities and develop strategies aimed at achieving their financial goals. His approach involves listening carefully to clients to help them identify what they value most and working directly with them to design strategies tailored to their aspirations. Smith holds a Master of Business Administration from New York University Stern School of Business and a Bachelor's degree from the University of Michigan. He has earned the Personal Investment Advisor (PIA) designation. He provides clients access to Merrill's global investing resources as well as Bank of America's credit, lending, and banking services. In addition to his professional practice, Cedric Smith is involved with Moses Brown. He is proficient in English and French.

Neal Engesetter is a financial advisor with UBS Financial Services in Providence, RI, holding a Series 66 designation and 16 years of industry experience. He has worked at UBS since 2020 and previously held roles at SunTrust Bank and SunTrust Investment Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

John Thompson is a CFA® charterholder with 33 years of industry experience. He currently works at Fidelity and has held roles at Fidelity Brokerage Services LLC, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ryan Hazel is a financial advisor with Ameriprise in Wrentham, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliates since 2002. Outside of his advisory role, he is involved in a payroll services business called The Walpole Office. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, offering tailored recommendations on income, Social Security, and tax strategies. The firm combines research and modeling with algorithmic automation to support its advisory process and provides a broad range of financial solutions through affiliated entities.

Kenneth Jackson is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. He has worked at Fidelity Investments since 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages multiple registered investment companies and delivers model portfolios leveraging systematic methodologies and advanced technologies.

Alicia Larson is a financial advisor with Osaic Wealth, Inc., holding Series 63, 65, and 66 licenses and 34 years of industry experience. She previously worked at Fsc Securities Corporation for 14 years before joining Osaic in 2023. Outside of her advisory role, Larson owns a sole proprietorship related to insurance, focusing on life and long-term care products. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct diversified portfolios across various asset classes.

Matthew D'ambra is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of his advisory role, he coaches the basketball team at Bishop Hendricken High School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a range of investment and financial services beyond typical wealth management.

Holly Landry is a financial advisor at Edward Jones in Walpole, MA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she volunteers as a dance teacher at a local dance studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by affiliated services including trust and securities lending options.