Jean Cazeau is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized investment management strategies tailored to clients' priorities, risk tolerance, time horizon, liquidity needs, and financial goals. His approach focuses on understanding clients' full financial picture to help them make important decisions and build a legacy that can extend beyond their lifetime. Jean's areas of expertise include college education planning, family wealth management strategies, retirement income, portfolio management services, and legacy planning. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jean earned a Bachelor of Science in Finance from Southern New Hampshire University and also attended the University of Rhode Island. In addition to his professional work, Jean is involved with community organizations such as Habitat For Humanity and the Providence Rescue Mission. He is a member of the Black Executive Leadership Council, Northern Rhode Island Chamber of Commerce, and Providence Chamber of Commerce. Jean enjoys activities including biking, chess, cooking, drawing/sketching, fishing, photography, soccer, and softball.

Michael Mailloux II is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he operated his own advisory practice for three years and worked for over a decade at Town Fair Tire. Outside of advising, he owns and operates an e-commerce business on eBay and works as an independent contractor for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Val Colasanto is a financial advisor with Morgan Stanley in Providence, RI, holding a Series 66 license and 19 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and market outlook models. The firm manages approximately $2.74 trillion in client assets and provides services through dedicated Financial Advisors and specialized planning groups.

Nelson Dias is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides personalized wealth management strategies tailored to each client’s unique financial picture, offering access to investment insights from Merrill and banking solutions from Bank of America. His client focus areas include college education planning, family wealth management, retirement planning, portfolio management, tax minimization, and strategies for sports and entertainment professionals, among others. With over 20 years of professional experience in investment planning, insurance, consumer finance, and banking, Nelson brings a diverse perspective to his financial advisory role. He emphasizes personal service and professional integrity, working closely with clients to develop financial strategies designed to pursue their long-term goals. Nelson holds the Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from the University of Massachusetts. Outside of his professional commitments, Nelson values spending time with his family. He is married with two teenage children and enjoys various sports and recreational activities, including baseball, basketball, biking, football, golfing, soccer, table tennis, and traveling. Nelson also participates in community volunteer work, reflecting the Merrill tradition of community involvement.

Charles Gionet is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial sector, he worked in various industries including retail and emergency services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research and quantitative analysis, delivering model portfolios constructed from mutual funds, ETFs, and ETPs while managing conflicts of interest through oversight and evaluation.

Adam Drummond is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Doordash, Inc., Amwins Group, Inc., and various positions linked to UMASS Amherst. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Scott Quattromani is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2006. He has been with Fidelity since 1998, serving in various capacities including Financial Consultant and Inside Wholesaler. Prior to joining Fidelity, he worked as an Assistant Branch Manager at Citizens Bank of Rhode Island from 1995 to 1998. With over 27 years of experience in financial services, Scott focuses on collaborating with individual investors to develop, review, and execute financial strategies aimed at helping clients reach their personal financial goals. His approach emphasizes building confidence in financial plans through tailored strategies. Outside of his professional work, Scott enjoys spending time with friends, participating in social events, and engaging in activities such as golf, movies, reading, and traveling.

Kyra Mattera is a financial advisor at Morgan Stanley in Providence, RI, holding Series 63 and Series 66 designations with two years of industry experience. Her prior roles include positions at Fidelity Investments and Ess. Outside of finance, she has experience working at Point Judith Country Club. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Evan Sumner is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience. His work history includes roles outside finance, such as at Eastern Connecticut State University and East Coast Auto Sales & Service Center. Ameriprise provides retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Bryan Lopez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Merrill from 2015 to 2021 before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Lawrence Greene is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. In his current role, he partners with individuals, families, and small businesses to develop tailored strategies for growing, managing, and protecting their wealth. He leverages Fidelity's resources to assist clients with comprehensive financial planning to meet their long and short-term objectives. Lawrence has over 20 years of experience in the financial services industry. His tenure at Fidelity includes roles as Investment Consultant and Financial Representative. Prior to joining Fidelity, he was a Senior Client Support Representative at Mercer Human Resources. Lawrence's experience covers a broad range of client support and financial consulting functions. Outside of his professional activities, Lawrence enjoys spending time at the beach, attending concerts, participating in family activities, fitness, and playing softball. He is also involved in volunteering.

Christopher Medeiros is a financial advisor with Merrill in Greenville, Rhode Island, holding a Series 66 designation and six years of industry experience. He has been with Merrill since 2019 and has prior work experience at Citizens Bank and Bryant University. Outside of his advisory role, Medeiros is involved in Sound FX, a car and home audio installation 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Virgil Sales Jr. is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 43 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved in commercial property and casualty insurance through Sales Financial Services Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven and emphasizes access to third-party asset managers and insurance products.

Debra Ann Gebo is a financial advisor with Morgan Stanley in Providence, RI, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her career includes multiple tenures at Morgan Stanley as well as roles at Merrill, Voya Financial Partners, and Banc of America Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs with an emphasis on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Michael Quattromani is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His work history includes roles at Warner Bros and Frank Pepe Pizzeria Napoletana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is noted for its use of model portfolios, AI-driven research, and formal advisory roles to multiple registered investment companies.

Rosie Zuluaga is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, Citizens Bank, and managing an insurance agency. Prior to her financial services career, she spent over a decade in the restaurant industry at Trattoria Romana. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence in their approach.

Michael Silva is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity in 2022, he worked at Merrill from 2016 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Michael Zawerucka is a Wealth Management Advisor and partner in the Sloper-Zawerucka Group at Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and works closely with families and small businesses to identify goals and construct comprehensive financial and retirement analyses. As a Portfolio Manager, he constructs customized portfolios tailored to individual client needs, managing discretionary Personalized or Defined Strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Michael holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. He has also obtained insurance licenses and the Personal Investment Advisor designation. He graduated Sigma Cum Laude from the University of Massachusetts, Dartmouth, earning a B.S. in Finance with a minor in Economics. Michael lives in North Dighton, Massachusetts, with his wife Tiffany and their two children. His personal interests include chess, football, running, softball, spending time with family, traveling, and watching movies.

Andrea Woodford is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2008. 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 with model-based and discretionary investment strategies.

Brent Huot is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in operations management for Forward Fitness and held various positions across multiple sectors. Outside of his advisory role, he consults for the Save America Movement, a nonprofit organization supporting social media content creation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.