David Castellone

Jeremiah Figueroa is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. Jeremiah provides guidance on a range of financial topics including general investing, retirement planning, and emergency savings. He also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Jeremiah holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the Massachusetts College of Liberal Arts. He values building relationships with clients to deliver ongoing advice tailored to their evolving needs. Outside of his professional work, Jeremiah is involved with Awakening Church.

Erik Pelletier is a Financial Advisor with the Carcieri & Bock Group at Merrill Lynch Wealth Management, operating out of Providence, Rhode Island. He draws on his engineering background from the automotive and aerospace & defense industries to provide structured, calculated, and thoughtful financial guidance. Erik applies the analytical rigor and problem-solving skills honed as an engineer to deliver objective and tailored solutions designed to meet clients' unique financial goals. Erik holds dual Bachelor of Science degrees in Mechanical Engineering and German Language from the University of Rhode Island. He is a Chartered Financial Analyst (CFA) and a Personal Investment Advisor (PIA). His expertise spans executive compensation planning, tax-efficient strategies, strategic cash flow management, multi-generational wealth planning, and legacy preservation. He works closely with successful individuals and families, particularly those in science, technology, healthcare, and athletics, providing insightful guidance and transparent feedback in sophisticated investment management. Aside from his professional focus, Erik has extensive international experience, having lived in Germany and Mexico. He remains active in professional and cultural organizations, including the CFA Society of Providence, the German American Business Council of Boston, and the Tau Beta Pi Central Connecticut Engineering Honor Society. His personal interests include cooking, golf, ice hockey, rock climbing, traveling, and spending time with his family.

Carl Baton is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2023, progressing through roles including Investment Solutions Representative I and II, as well as Customer Relationship Advocate. In his current position, Carl partners with clients to understand their short and long-term financial goals and helps build customized financial plans tailored to their unique needs. Carl emphasizes forming strong relationships with his clients and their families, prioritizing trust, reliability, and competency in his work. His experience encompasses client relationship management and investment solutions within the financial services industry. Outside of his professional responsibilities, Carl's personal interests include attending concerts, fitness activities, exploring food, running, playing tennis, and traveling.

Stephen Rozzero is a Senior Financial Advisor at Merrill Lynch Wealth Management and leads the Rozzero Group. He has been with Merrill Lynch since 2007 and works with individuals and families to integrate investment planning and portfolio management. As a Portfolio Manager, he manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation certified by the College for Financial Planning Institutes Corp., as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Stephen attended the University of Rhode Island without degree conferral and completed his high school education at School One. Stephen lives and works in Providence, Rhode Island. He enjoys long distance running, frequently participating in charitable road race events, and also spends time cooking and with his family.

Karin Dovey is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 30 years of financial experience to her role. She holds the CERTIFIED FINANCIAL PLANNER® designation and is also a Personal Investment Advisor (PIA). Karin’s expertise lies in helping clients navigate major life transitions such as retirement, career changes, loss of loved ones, and legacy planning. She works with individuals to develop strategies that support their financial goals and long-term wealth building. Karin began her career in the insurance and banking industries before joining Merrill Lynch in 2006. She has also taught personal finance courses and is committed to ongoing financial education for her clients. Karin holds a bachelor’s degree from North Central College, a master’s degree from the University of Phoenix, and a high school diploma from Glenbard North High School. In addition to her professional work, Karin is involved with the Northern Illinois Food Bank and has contributed to community programs such as teaching sewing to Girl Scout troops and supporting the Dress-a-Child initiative. Her personal interests include cooking, gardening, knitting, photography, reading, sewing, and traveling.