Jan Hilfer is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He has worked at Edward Jones for nine years before founding Eisenhilfer Capital LLC, where he has been practicing since 2022. Eisenhilfer Capital LLC provides discretionary portfolio management and financial planning to individual investors, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing approaches such as fundamental analysis and modern portfolio theory, and offers educational seminars upon request.

John Connaughton is a CFP® professional at Rhodeway Financial with three years of industry experience. He previously worked at Columbia Funds and FINRA and serves as a paid independent trustee of the Columbia Funds. Rhodeway Financial offers financial planning and financial literacy seminars primarily for individuals and nonprofit organizations, focusing on investment, retirement, tax, college, and debt planning. The firm emphasizes mutual funds, particularly within employer-sponsored retirement plans, and provides non-discretionary advice without managing client portfolios or charging asset-based fees.

Christopher Benoit is a CFP® with seven years of experience in financial advising, currently operating as the sole advisor at CB Capital LLC. He also serves as Vice President of Anchor Auto Group, an automotive dealership, and is President and owner of CB Capital Reinsurance Ltd., an automotive reinsurance company. Benoit has been involved in the automotive industry since 1998 alongside his advisory work. CB Capital LLC provides financial planning and portfolio management for individuals and high-net-worth clients, as well as retirement plan consulting for employer-sponsored plans. The firm also offers specialized reinsurance consulting for automotive reinsurance companies, combining expertise in retirement plans with automotive-related financial services.

Jeffrey Pereira is the principal of JBP Financial LLC and holds a Series 66 designation with 21 years of industry experience. He previously worked at Atlantis Asset Management for nine years before establishing his current firm. Outside of advisory services, he has been involved in selling life insurance since 2006, which accounts for a small portion of his time. JBP Financial LLC is an independent investment adviser serving a limited client base with portfolio management and integrated financial planning. The firm combines various analytical approaches with disciplined asset allocation and rebalancing, primarily managing assets on a non-discretionary basis.

Eric Thomson is a financial advisor at Zarathustra Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Staples Business Advantage, Amica Insurance, and Schneider Electric/APC. Zarathustra Wealth Management provides fee-only financial planning and discretionary portfolio management to individual investors, small business owners, pension plans, foundations, and other institutional clients. The firm uses an evidence-based, quantitatively driven approach focused on sustainable risk-adjusted returns, combining broad index exposure with selective stock selection and offering pension consulting and educational seminars.

James Cogswell is the principal of Stillwater Investments, an independent registered investment adviser based in Smithfield, Rhode Island. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including 16 years at Stillwater Investments. In addition to his advisory role, he is a licensed real estate agent, assisting clients with buying and selling homes. Stillwater Investments is a sole-proprietor firm offering discretionary wealth management, portfolio management, and financial planning to individuals, trusts, and estates. The firm focuses on a long-term, fundamental analysis-based investment approach, using diversified portfolios of low-cost mutual funds, ETFs, and individual securities, serving a limited number of clients with assets held at third-party custodians.

Barry Misbin is a financial advisor with The Capital Group in Cranston, RI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with The Capital Group and its affiliated entities since 2000 and has also worked at Fortune Financial Services since 2018. Misbin serves as vice president of The Capital Group Investment Advisors, Inc. and president of The Capital Group Financial Advisors, Inc. The Capital Group Investment Advisors, Inc. offers personalized financial planning and investment management to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm manages approximately $56 million in client assets across around 268 client relationships, providing customized portfolios generally managed on a discretionary basis with regular reviews and rebalancing.

Angela Thomson is a Certified Financial Planner (CFP®) and holds a Series 65 license with 18 years of industry experience. She has been the principal advisor at Coastal Financial Planning, Inc. since 1997. Coastal Financial Planning, Inc. is a fee-only registered investment adviser serving individuals, small businesses, trusts, and charitable organizations. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and global diversification, focusing on long-term investment horizons and downside protection.

Rick Campbell is a financial advisor with Financial Independence, LLC, holding the ChFC® designation and Series 66 license. He has 23 years of industry experience, including roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Cigna Financial Services. Campbell serves as a board member of the Trudea Memorial Foundation. Financial Independence, LLC offers financial planning, wealth management through its BEST Life Planning Program, and pension consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a non-discretionary investment approach focused on behavioral coaching, manager diversification, and a mix of tactical active and strategic passive strategies, primarily utilizing third-party portfolio strategists on the AssetMark platform.

Armand Spaziano is a CFA® charterholder with 32 years of industry experience. He is currently with Creative Resources Investment Advisors LLC, where he has worked since 2017, and also serves as president of Alluvion Brands, LLC, a privately held management consulting company. His prior experience includes leadership roles at Spagus Capital Partners, LLC and Roman Capital Partners, LLC. Creative Resources Investment Advisors primarily serves individual and high-income clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, value-oriented investment approach that incorporates Modern Portfolio Theory and blended strategic/tactical asset allocation, tailoring portfolios to client constraints and using tools such as Monte Carlo simulations for planning.

Frank Mcgoff is an executive vice president at Arlen Capital, LLC with 38 years of industry experience. He has been with Arlen Capital since 2001 and is also affiliated with Arlen Corporation and OSAIC Wealth, Inc. Mcgoff holds Series 63 and Series 65 licenses. Arlen Capital serves individuals, trusts, estates, retirement plans, and business entities by providing investment management, wealth planning, and analysis of third-party managed programs. The firm uses a model portfolio approach based on volatility sensitivity and emphasizes downside-risk measures in its ongoing manager evaluations.

Casey Tenney is a CFP® and Series 65-registered advisor at Datum Wealth Management with one year of industry experience. Prior to joining Datum Wealth Management in 2026, Casey worked at Coastline Trust Company for five years, Bank of America for three years, and Suntrust for two years. Datum Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on long-term strategies using low-cost, diversified mutual funds and ETFs, alongside individual stocks, bonds, and alternative investments when appropriate.

Laura Lincoln is a CFP® professional with four years of industry experience. She has worked at Coastline Trust Company, Bank of America Private Bank, and Merrill before joining Datum Wealth Management in 2026. Laura holds the Series 66 designation and is based in Warwick, Rhode Island. Datum Wealth Management offers investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on long-term strategies using diversified mutual funds, ETFs, individual securities, and alternative investments, employing a process that includes fundamental, technical, and cyclical analysis.

David Nabb is a financial advisor with Arlen Capital, LLC in Warwick, RI, holding a Series 65 designation and 19 years of industry experience. He has worked at Tercet Capital, LLC since 2005 and at Arlen Corporation since 2003. Arlen Capital serves individuals, trusts, estates, retirement plans, and business entities by providing investment management, wealth planning, and analysis of third-party managed programs. The firm manages approximately $331 million in client assets and employs a model portfolio approach focused on volatility sensitivity, using mutual funds and ETFs with active management when appropriate.

Mark Lavallee is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Financial Independence, LLC since 2009. He holds Series 63 and Series 65 licenses and is also employed by Digital Federal Credit Union in a fixed life insurance capacity. Financial Independence, LLC offers financial planning, wealth management through its BEST Life Planning Program, and pension consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a non-discretionary investment model focused on behavioral coaching, manager diversification, and a combination of tactical active and strategic passive strategies through third-party portfolio managers on the AssetMark platform.

Karen Bacon is a CFP® professional with over 32 years of experience in financial advising. She has operated independently since 2002 and is currently affiliated with Diversified Resources, LLC. Outside of advisory work, she serves as president and treasurer of a condominium association, handling building management and financial duties. Diversified Resources, LLC provides discretionary investment management and modular financial planning to individuals, high-net-worth clients, trusts, and pension plans. The firm uses tailored investment processes with risk-tolerance tools and model portfolios, delivering advisory services both directly and through SEI-managed platforms.

George Hamamjian is a financial advisor at Alpha Dog Advisors with five years of industry experience. He holds a Series 65 designation and has worked at Gea Sphere LLC since 2018, alongside a teaching role at the Community College of Rhode Island since 2013. Alpha Dog Advisors provides discretionary portfolio management and financial planning to individual clients and employer plan sponsors. The firm employs a hybrid income-and-principal-protection investment approach centered on structured notes and supplemented by equities, ETFs, and alternative products, with portfolio construction guided by a proprietary rules-based analysis system.

Kevin Pierro is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Financial Independence, LLC since 2018 and previously spent time at TIAA and Bryant University. Financial Independence, LLC serves individual and high-net-worth clients as well as retirement plans, offering modular financial planning and a wealth management program called the Financial Independence BEST Life Planning Program. The firm provides advisory services through the AssetMark Platform, focusing on behavioral coaching, manager diversification, and a combination of tactical and strategic investment approaches without discretionary management of client portfolios.

Peter Sullivan is a financial advisor at Arlen Capital, LLC in Warwick, Rhode Island, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Arlen Capital and OSAIC Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2001. Sullivan also serves as co-trustee for a family trust, managing fiduciary responsibilities without compensation. Arlen Capital serves individuals, trusts, estates, retirement plans, and business entities by providing investment management, wealth planning, and third-party managed program analysis. The firm employs a suitability-based investment process using model portfolios tailored for volatility sensitivity and emphasizes downside-risk measures in ongoing portfolio monitoring.

Adam Sullivan is a financial advisor with Arlen Capital, LLC in Warwick, RI, holding a Series 66 designation and over 20 years of industry experience. He has worked with OSAIC Wealth, Inc. (formerly Royal Alliance Associates) since 2005 and has been associated with Arlen Capital and Arlen Corporation since 2004. Outside of his advisory role, he serves as a board member for the Metro East Office Park Condominium, a nonprofit corporation. Arlen Capital serves individuals, trusts, estates, retirement plans, and business entities by providing investment management, wealth planning, and analysis of third-party managed programs. The firm employs a model portfolio approach based on volatility sensitivity and emphasizes downside-risk measures in its ongoing portfolio evaluations.