Anthony Viera is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in college education planning, personal retirement planning, individual and corporate investment strategy, and retirement income. Anthony works closely with clients to understand their personal perspectives and priorities, helping them develop strategies to pursue their financial goals. He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from Dennis Yamouth Regional High School. Anthony is also a member of the Tri-County Regional Chamber. His philosophy centers on uncovering what matters to clients and their families to create tailored financial strategies. Outside of his professional role, Anthony enjoys baseball, basketball, camping, football, ice hockey, softball, spending time with his family, and traveling.

Kelly Clougherty is a financial advisor at Fidelity with two years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work experience includes roles at Diamond Cove Wealth Management and several small businesses, including Morning Glories Bakery & Cafe and Pour Coffee and Bagel Company. Kelly is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund-of-funds and model portfolios.

Hayden Curley is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, he held positions at Bryant University, TJ Maxx, and the Mendon-Upton School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. Their retirement income service integrates investment research and third-party data to provide tailored planning within a defined investment framework.

Kyle Lothrop is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through various positions including Investment Solutions Representative II and I, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, Kyle worked as a Loan Officer Assistant at Radius Financial Group Inc. from 2020 to 2022. In his current role, Kyle partners with clients to understand their short and long-term financial goals and helps build customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Outside of his professional work, Kyle's personal interests include fitness, football, golf, snowboarding, soccer, and traveling.

Sheila Camara is a Series 66 licensed financial advisor with Merrill in Providence, RI. She has nine years of industry experience and has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Steven Ray is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 and Series 63 designations and has been with Fidelity Brokerage Services LLC since 2016. Outside of his advisory role, he works as a concierge at a condominium complex in Providence and is also active as a real estate agent. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs and provides advisory services including discretionary and non-discretionary portfolio management.

Allison Dungey is an Investment Solutions Representative III at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2023, progressing through roles from Customer Relationship Advocate to her current role. Allison focuses on understanding clients' unique financial situations and aspirations through active listening and inquiry. She collaborates with clients to develop comprehensive, clear financial plans aimed at meeting their goals with confidence. In her personal time, Allison enjoys socializing with friends, horseback riding, music, reading, theater, and traveling.

Kyle Zucco is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Keystone Commons and has experience in various roles including employment at Ludlow Fish and Game Club, where he worked as a bartender. 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 portfolios that include mutual funds, ETFs, and ETPs.

Gianna Pirri is a financial advisor at Fidelity with Series 63 and Series 66 designations and one year of industry experience. Her prior work includes various roles in educational institutions and local businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs. The firm serves as an advisor to multiple registered investment companies and employs systematic methodologies to develop model portfolios.

Patrick O'Brien is a financial advisor at Ameriprise with 23 years of industry experience. He has worked at Ameriprise since 2019 and previously spent five years with Voya Financial Advisors. Outside of his advisory role, O'Brien is involved in community activities including ownership of a youth travel baseball program and serving as a trustee on the Roseland Park Board of Trustees. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Daryl Villanueva is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in automotive sales and retail, and worked with community organizations including the South Shore YMCA. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Steven Parkinson is a financial advisor with LPL Financial in Franklin, MA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at The Patriot Financial Group, LLC from 2016 to 2018. 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 consulting, utilizing both discretionary and non-discretionary management and providing access to research, model portfolios, and various investment strategies.

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.

Jennifer Sterlacci is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. She has experience with firms including BNY Mellon and Lafayette College Endowment and began her current advisory role in 2025. Outside of her financial career, she is a girls tennis coach. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, emphasizing goal-based recommendations without discretionary investment authority.

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.

Lindsay Dawson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Lindsay held roles at Schneider Electric and Bentley University. Fidelity’s Strategic Advisers LLC, where Lindsay works, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Peter Ruzzo is a Team Financial Advisor with the Ruzzo Palmieri Group at Merrill Lynch Wealth Management in Providence, Rhode Island. He joined Merrill in 2024 and works alongside his father Tony Ruzzo and their team to provide comprehensive financial planning services to high net-worth individuals, families, and business owners. The group begins each client relationship with a written financial plan of action and ensures proper execution of that plan. Peter's expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. Prior to joining Merrill, Peter attended Clarkson University where he was a member of the varsity baseball team before transferring to Clemson University. He graduated from Clemson with a Bachelor's degree in Financial Management and a minor in Accounting. During his time at Clemson, he contributed as a sports journalist to the university's newspaper, The Tiger. Peter holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) professional designations. He is involved in community organizations including the ALS Rhode Island Impact Council, the East Bay Young Professionals group, the New England Clemson Club, and Rhode Island Write on Sports. Residing in Providence, Rhode Island, Peter enjoys baseball, reading, running, spending time with his family, and writing.