Ryan Meyer is a CFP® with 13 years of experience in the financial services industry. He currently works at OSAIC and has held prior roles at Royal Alliance Associates, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Metlife Securities, and Ameriprise. Outside of his advisory work, he serves on the board of directors for the Narragansett Lions Club, a nonprofit organization that raises funds for local charities and individuals in need. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment approach that incorporates asset allocation and portfolio optimization tools, supporting various discretionary and non-discretionary strategies.

Jason Silva is a financial advisor with J.P. Morgan Securities in East Greenwich, RI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Merrill, Bank of America, Santander Bank, and Citizen's Securities prior to joining J.P. Morgan in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative manager due diligence and focuses on written asset allocation advice, investment manager searches, and customized performance reporting.

Daniel Grzybacz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Amazon, BJ's Brewhouse, and Kirkbrae Country Club. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Grady O'Connor is a financial advisor at Merrill with a Series 66 credential. He has one year of industry experience and has held various roles outside of finance, including positions in catering and education. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Sheila Camara is a Series 66-licensed financial advisor at Merrill with 10 years of industry experience. She has been with Merrill since 2014. 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 strategies developed by internal and third-party teams and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Madelyn Kuczmarski is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, she held roles at Amazon and various other firms and organizations. Outside of finance, she has worked with institutions including the Discover Museum and Planetarium and Sacred Heart University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing 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.

Paul Rankowitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at National Planning Corporation and Northwestern National Life Insurance Company, with extensive experience in retirement plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Patrick Franke is a financial advisor at Raymond James & Associates in Providence, RI, with nine years of industry experience. He previously worked at Fidelity Institutional Asset Management and spent five years as an investor before joining Raymond James. He serves as trustee for a family-established SLAT and holds passive stakes in several limited investment partnerships. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

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.

Jameson Goff is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding a Series 66 designation and having two years of industry experience. Prior to his current role, he worked at Aflac and has experience at Providence College and The Wentworth Inn. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved software and offers a range of investment and planning programs.

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.