Anthony Cerino is a financial advisor with UBS Financial Services in Providence, RI, holding a Series 66 designation and 10 years of industry experience. He has been with UBS since 2014. Cerino serves as Vice-Chairman for the James Patrick Stowe Fund, a charity supporting testicular cancer research, and is a board member of Fort Adams, a historic site in Newport working on renovation and community events. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and capital market insights.

Paul Rankowitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at National Planning Corporation, Northwestern National Life Insurance Company, and Reliastar Retirement Plans. He is also involved with PER Associates, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Patrick Franke is a financial advisor with Raymond James & Associates in Providence, RI, holding Series 66 and Series 63 registrations with nine years of industry experience. His prior roles include five years at Fidelity Institutional Asset Management and five years as an investor. He serves as a trustee for a family-established SLAT. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, wealth advisory, and institutional consulting services with a range of portfolio management styles and affiliated research.

Victor Valliere is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients with a range of financial needs, including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Victor works to understand what matters to his clients and their families in order to create financial strategies aimed at pursuing their goals. Victor holds a Bachelor's Degree from the University of Rhode Island and carries the Professional Investment Advisor (PIA) designation. In his role, he helps clients with their protection and investment needs by providing education and guidance on insurance and investment solutions tailored to their situations. He aims to serve as a resource, offering service, tools, and guidance that enable clients to navigate their financial paths with confidence. Outside of his professional work, Victor is involved in community organizations such as Big Brothers Big Sisters of America and Delta Chi Fraternity. He also enjoys cooking, football, music, and running.

Charles Lihota is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at B. Riley and was involved with On Point Tutoring. He has also held roles outside finance, including at the University of Miami and DoorDash. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jack Gillogly is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America N.A. in 2022, he held positions at Harborside Group, NOS, and Shades of the Bay. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Brandi Leigh Joaquin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 18 years of industry experience. She has been with RBC Capital Markets since 2011. 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 a range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing a variety of portfolio management and financial planning services.

Eric Milhoua is a financial advisor at UBS Financial Services with 18 years of industry experience. He previously worked at Edward Jones for seven years and Wells Fargo Securities, LLC for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client plans.

Zachary Costa is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Merrill since 2021. His prior experience includes roles at Bank of America, Ahlborg Construction Corporation, the University of Massachusetts Dartmouth, and Brazilian Grill. 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.

Peter Ruzzo is a Team Financial Advisor with the Ruzzo Palmieri Group at Merrill Lynch Wealth Management in Providence, Rhode Island. He works alongside his father Tony Ruzzo and his team to provide comprehensive financial planning services to high net-worth individuals, families, and business owners. Their approach always begins with a written financial plan of action followed by proper execution to help clients make educated short and long-term financial decisions. Peter assists with business development as well as ancillary products such as mortgages, insurance, and client onboarding. His client focus areas include college education planning, divorce transition planning, retirement income, family wealth management strategies, legacy planning, portfolio management services, and special needs planning strategies. He joined Merrill in 2024 after graduating from Clemson University with a Bachelor's degree in Financial Management, with a minor in Accounting. Prior to Clemson, Peter studied at Clarkson University where he was a member of the varsity baseball team and contributed to the university's newspaper as a sports journalist. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Peter is involved with the ALS Rhode Island Impact Council, the East Bay Young Professionals Group, the New England Clemson Club, and Rhode Island Write on Sports. He resides in Providence and enjoys baseball, reading, running, spending time with family, and writing.

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.

John Peacock Jr. is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 65 registrations. Outside of his advisory work, he serves as a PAC committee member for the Rhode Island Saltwater Anglers Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various technology-driven investment solutions.

Christopher Kyprianou is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2025 with prior experience at Pascoe Workforce Solution and several short-term roles. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to third-party asset management, combining these with brokerage and insurance products through an integrated platform.

Andrew Gallonio is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include over two decades with Avantax entities and founding AV Gallonio & Co in 1977. Outside of advisory work, he owns and operates a tax preparation and accounting business and is an enrolled agent representing clients before the IRS. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform supporting diverse investment strategies.

William Dwyer is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Seaport Financial Education LLC and TIAA-CREF. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment management options.

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, Citizens Bank, and Bank Newport. Outside of finance, he is involved with Green Softwash Solutions LLC, a business he has operated since 2019. 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 financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from various sources.