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 at Mass Mutual Investors Services with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BNY Mellon and Lafayette College Endowment. Outside of her advisory role, she is a girls tennis coach at North Smithfield School District. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing collaborative, goal-focused recommendations using firm-approved analytical tools.

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 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.

Stuart Goldstein is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he participates recreationally in the World Series of Poker. 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.

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.

James Driscoll is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at MetLife and various other firms across multiple industries. Outside of advising, he has worked in security services with Securitas. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services, with notable involvement in managing registered investment companies and applying AI-driven methodologies.

Cameron Bissitt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held various roles across different sectors, including positions at Momentum Solar and Haxton Liquors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Jacob Larson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he worked at Columbia Threadneedle Investments. He provides advisory services to existing clients and manages his own client relationships out of the Walpole, MA office. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Glenn Arnold is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Fidelity Investments and has worked previously at Sequoia Financial, Three Rivers Financial Services, and Merrill Lynch. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

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.

Vincent Manfredi is an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Investment Solutions Representative II and I, as well as Customer Relationship Advocate. Prior to joining Fidelity, Vincent worked as a Customer Service Representative at Santander Bank from 2017 to 2020. In his role, Vincent partners with individuals and families to co-create financial plans by developing personalized strategies that align with their short-term needs and long-term goals. He focuses on helping clients gain confidence in their financial futures. Outside of his professional responsibilities, Vincent enjoys family activities, fitness, movies, reading, and traveling.

Justin Ferland is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at FedEx, the Rhode Island National Guard, and the Rhode Island Department of Health. Outside of advising, he also engages in food delivery services as a DoorDash driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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.

Michelle Vetovis is a financial advisor with Fidelity, holding a Series 66 designation and eight years of industry experience. She has been with Fidelity Brokerage Services since 2012 and joined Fidelity Investments in 2025. Outside of her advisory work, she serves as a board member for the Life is Good Playmaker Project, contributing to organizational design and program support. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary portfolio management, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

Lawrence Velarde is a financial advisor with Fisher Investments, holding a Series 66 designation and 24 years of industry experience. He has worked at Fisher Investments since 2017 and previously spent three years at TIAA-CREF. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Parker McMinn is a Financial Consultant at Fidelity Investments, where he works with clients to develop personalized financial strategies. He focuses on understanding each client's unique circumstances to co-create tailored financial plans aimed at achieving their financial goals. Prior to his current role, Parker served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2023 and gained experience as a Financial Planning Intern at Primerica in 2021. He holds insurance licenses in Arkansas and California. Outside of his professional work, Parker engages in activities such as cooking and baking, spending time with family, playing football and golf, running, and traveling.

Alex Burgjohann is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, he worked at Bank of America, Diversified Resources, LLC, and Corrigan Financial. Outside of his advisory role, he has worked as a server at Tavern In The Square. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.