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.

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.

Gianna Pirri is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, her work history includes roles in several school districts and local businesses in Rhode Island. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Patrick Franke is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Raymond James, he worked at Fidelity Institutional Asset Management for five years and spent five years as an investor. Franke serves as a trustee for a family-established SLAT and holds passive stakes in several investment partnerships, including a hedge fund and private equity investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations with services that include financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network.

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.

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.

Steven Parkinson is a financial advisor with LPL Financial in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes two years at The Patriot Financial Group, LLC. 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 financial planning and investment solutions, including advisory and brokerage services delivered through a large network of representatives.

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 an advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses, and she has one year of industry experience. Her prior roles include positions at BNY Mellon and Lafayette College Endowment. She is also a girls tennis coach. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

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 63 and Series 66 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 provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

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.

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.

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.

Cameron Bissitt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. He has worked at Fidelity Investments since 2024 and has held various roles in different industries prior to his current position. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios built using both fundamental research and quantitative analysis. The firm serves a diverse client base, including registered investment companies and charitable funds, and employs systematic methodologies and AI-driven approaches in its investment process.

Glenn Arnold is a CFP® professional with 13 years of industry experience, currently serving at Fidelity Investments. His prior roles include positions at Merrill, Three Rivers Financial Services, and Sequoia Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its role as a registered commodity pool operator, and its advisory work for multiple registered investment companies and fund-of-funds.