Lee Duckworth is a CFP® professional with 35 years of experience in the financial services industry. He is affiliated with Capital Wealth Management, LLC, where he has worked since 2011, and previously held roles at Triad Advisors, LLC and OSAIC. Outside of his advisory work, Duckworth serves as a unit leader and council executive for the Boy Scouts of America and holds leadership positions with several local nonprofit organizations, including South County Wrestling and The Harbor Church. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for around 600 clients. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, institutions, and charitable entities, employing a fundamental security analysis approach to portfolio construction.

Tara Budlong is a financial advisor with StrategicPoint Investment Advisors LLC in Providence, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with StrategicPoint since 2011. Outside of her advisory role, she works as a food delivery driver during nighttime hours. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and employer-sponsored plans. The firm employs a proactive, tactical asset-allocation approach guided by a Portfolio Management Committee and offers a range of portfolio models and sustainable/ESG options.

Shane Jedson is a financial advisor at Capital Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was involved with Fairfield University and has worked as an electrical supervisor for Ryan Designs LLC, where he coordinates lighting and decor for events. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for about 600 clients. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates.

Michael Hogan is a financial advisor at NCU Investment Solutions with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, CUNA Mutual Group, and Merrill. NCU Investment Solutions provides advisory and planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs model portfolios and fundamental analysis as part of its investment approach and offers both discretionary and non-discretionary account management.

Carl Begin is a financial advisor with Bristol Wealth Group in Attleboro, MA. He holds the CFP® and ChFC® designations and has 12 years of industry experience, including roles at Raymond James Financial and Bristol County Savings Bank. Bristol Wealth Group offers financial planning and discretionary wealth management for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios based on fundamental analysis and tailored investment policies, serving a diverse client base with a fiduciary approach.

Clifford Deck is a CFP® with 26 years of industry experience and is a partner at Blue Chip Financial Advisors, LLC. He has worked at the firm since 1999 and previously operated Clifford J. Deck, CPA Inc. from 1992 to 2019. Blue Chip Financial Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm operates a client-directed, non-discretionary portfolio management model, combining long- and short-term strategies and maintaining a close relationship with accounting professionals.

Melyna Young is a financial advisor at Bristol Wealth Group in Taunton, MA, holding a Series 66 designation with three years of industry experience. She previously worked at firms including Raymond James Financial Services Advisors, Alan Siegel Financial Services, and Bristol County Savings Bank. Bristol Wealth Group offers financial planning and discretionary wealth management services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental analysis in constructing portfolios tailored to clients’ objectives and risk tolerance, managing nearly $1 billion in discretionary assets with a six-advisor team.

Louis Murphy Jr. is a financial advisor with Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Brown, Lisle/Cummings, Inc. since 1984. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering portfolio management and financial planning through a wrap-fee program that includes a range of investment strategies and products tailored to client objectives.

Mario Encarnacion is a financial advisor at NCU Investment Solutions with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Merrill, Bank of America, J.P. Morgan Securities LLC, and Santander Bank. NCU Investment Solutions provides investment advisory and planning services to a broad range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm uses model portfolios, fundamental analysis, and long-term strategies, managing accounts on both discretionary and non-discretionary bases.

Stacey Sternberg is a financial advisor at Parsons Capital Management Inc with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Parsons Capital Management since 2007. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across a diverse client base, including individuals, qualified retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a research-driven asset allocation process tailored to each client's needs.

David Von Hemert is a CFA® charterholder and holds a Series 65 license, with 26 years of industry experience. He has been with Parsons Capital Management Inc since 1999. Outside of his advisory role, he serves on the board and investment committee of the Rhode Island Philharmonic & Music School. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts, serving individuals, retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trusteeship services, employing a tailored asset-allocation process informed by fundamental, quantitative, and technical research.

Bradley Dorman is a financial advisor at WhaleRock Point Partners, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with WhaleRock Point Partners since 2006. The firm provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans. WhaleRock Point Partners emphasizes a top-down investment process with a focus on directly owned fixed-income portfolios and offers retirement plan fiduciary services, including 3(38) ERISA investment management.

Jeremy Lawton is a financial advisor at Wealth Management Resources, Inc. with four years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Wealth Management Resources in 2020, he worked at Roger Williams University and The Colony Group. In addition to his advisory role, Lawton serves on the board of directors for the Partnership to Reduce Cancer in Rhode Island. Wealth Management Resources, Inc. provides advisory services to individuals, retirement plans, trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and education. The firm focuses on asset allocation using exchange-traded funds and model portfolios, integrating advisory, brokerage, and insurance activities to deliver tailored solutions.

Gregory Lavine is a CFP® and CFA® professional with 16 years of industry experience. He is currently with Parsons Capital Management Inc, where he has worked since 2023, following eight years at Moors Cabot. Lavine serves on the finance committee of Providence Country Day School and the investment committee of Temple Beth-El. Parsons Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, qualified retirement plans, trusts, foundations, and other institutional and charitable clients. The firm employs a consultative, tailored investment process that combines fundamental, quantitative, and technical research across various asset classes.

Sean Durkin is a financial advisor at Axis Wealth Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he is involved with Axis Risk Management, LLC, an insurance-related business. Axis Wealth Partners provides discretionary investment management, financial planning, pension and plan-participant consulting, and business consulting to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

Russell Botvin is a financial advisor with NCU Investment Solutions, holding Series 63 and Series 66 credentials and ten years of industry experience. He previously worked at Merrill for ten years before joining NCU Investment Solutions in 2026. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses model portfolios, fundamental analysis, and long-term purchase strategies, managing accounts on both discretionary and non-discretionary bases while offering financial planning and consulting services.

Alfred Vanliew is a financial advisor with Van Liew Capital Inc. in Providence, RI, holding 33 years of industry experience. He has been associated with Van Liew Capital Inc., Van Liew Securities, Inc., and Van Liew Trust Company since the 1980s and early 1990s. Van Liew Capital Inc. provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, 401(k) plans, IRAs, and charitable institutions. The firm employs a blend of growth and value equity strategies with a cycle-aware approach that integrates top-down economic analysis and multiple research methods, alongside active fixed-income management and regular investment committee reviews.

William Delmage is a financial advisor with Blue Chip Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes long tenures at Blue Chip Financial Advisors LLP and Triad Advisors, Inc., and since 2022 he has also been involved with WD & Associates, a health, dental, and life insurance business. Blue Chip Financial Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm operates a client-directed, non-discretionary portfolio management model, employing both long- and short-term strategies and maintaining close ties with accounting professionals.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Christopher Zollo is a financial advisor with Foundations Investment Advisors LLC who holds a Series 66 designation and has five years of industry experience. His prior experience includes roles at Bank of America, Merrill, and several other financial services firms. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a broad client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers tailored advice through its network of affiliated offices.