Gregory Gudz is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at AT&T for over two decades. Outside of his advisory role, Gregory serves as the head coach for girls and boys volleyball at Woonsocket High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including multi-manager and fund-of-funds structures.

Robin Dziuba is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1990, as well as at Bank of America since 2009. Outside of his advisory role, he serves on the investment committee for St. Elizabeth Community, a charitable organization providing nursing homes and services for the elderly. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brea Hutchinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Waddell & Reed and various business entities. Hutchinson is also a notary and has managed a business entity, BJH LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, third-party research, and various investment and technology solutions.

David Materne is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo firms since 2009. Outside of his advisory role, Materne serves as president of the Hattie Ide Chaffee Nursing Home in Riverside, RI. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs through a large network of financial advisors.

Michele Prlich is a financial advisor with LPL Financial, holding Series 65, 63, and 66 licenses and having 22 years of industry experience. Her prior experience includes 13 years at Citigroup Global Markets and a current role at Webster Bank since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers various advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Frank Giorgio IV is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. and Nordstrom Inc. In addition to his advisory work, he is involved in a food manufacturing business producing spaghetti sauce. 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 retirement plan consulting.

Jeffrey Langlois is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2008 and joined Merrill Lynch Wealth Management in 2012. Jeff is part of the Carcieri & Bock Group and focuses on helping clients develop flexible, goal-based financial strategies. His expertise includes education planning, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Jeff holds a bachelor's degree in finance from the University of Rhode Island. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Committed to providing comprehensive and transparent advice, Jeff works closely with families, individuals, and business owners to meet their financial needs and goals supported by real-time investment management. A native of Rhode Island, Jeff resides in Cranston with his wife, Beth-Ann, and their two sons. He is involved in the community through Special Olympics Rhode Island and enjoys spending time with his family. His personal interests include chess, cooking, football, golfing, ice hockey, reading, and traveling.

Edward Pelletier is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Insurance Company for 26 years and has been with Mass Mutual since 2016. Pelletier also operates as an independent insurance agent offering a range of insurance products including dental, disability, fixed annuities, life, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and collaborative planning processes, offering a variety of programs including estate-settlement and employer-sponsored planning.

Deviet Gaul is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. His prior work includes roles at Bank of America, Blount Fine Foods, Bryant University, Rogers Corp, and The Kraft Group, where he was involved in inventory control and sales of alcoholic beverages as a beer hawker. 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 a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Hovan is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citigroup Global Markets and Morgan Stanley Smith Barney. He is also a notary public. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs.

Md Hossain is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at TowerBrook Capital Partners and was involved in the restaurant business with MamarBari Indian Cuisine. He also has experience in academia from his time at the University of Rochester and Bronx Leadership Academy. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Beth James is a financial advisor with Primerica Advisors in Johnston, RI, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Primerica Financial Services since 2010 and PFS Investments Inc. since 2012, with a recent role at The Fogarty Center/Options from 2023 to 2025. Outside of advisory services, she is involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and delivers services via a tiered wrap-fee structure rather than fixed fees.

Joseph Abbate is a financial advisor with RBC Capital Markets in Providence, RI, holding a Series 63 designation and bringing 48 years of industry experience. He previously worked for 25 years at Janney Montgomery Scott Inc. before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple wrap fee advisory programs with tailored investment strategies and a combination of in-house and third-party portfolio management.

Shelbee Finnegan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2019 and Bank of America since 2022. Outside of finance, she has held roles at local businesses including Zorba's Pizza & Pub and Pawtucket Country Club. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kimberlee Sellers is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2014. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Bourgault is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2013, as well as at City National Bank since 2019. 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 variety of wrap fee advisory programs and investment solutions tailored to clients’ risk profiles, utilizing both in-house and third-party managers alongside a range of portfolio management and financial planning services.

Andrew Pingitore is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Merrill since 2015 and has also been affiliated with Bank of America, N.A. since 2018. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Bublitz is a financial advisor with Equitable Advisors in Barrington, RI, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013 and was affiliated with Axa Advisors, LLC from 2013 to 2020. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Zachary Best is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, JP Morgan Chase, Office Depot Office Max, AT&T, and Faithful Companions Pet Cremation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

William Martin is a financial advisor with Ameriprise in Lincoln, Rhode Island, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for eight years before joining Ameriprise Financial Services Inc. and subsequently Ameriprise. Ameriprise offers a retirement-income planning service designed for clients nearing or in retirement with substantial investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and automated tools overseen by a dedicated team to deliver tailored retirement income advice.