Jacob Clark is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Trove Private Wealth and WIS International. Clark also has experience assisting lead advisors with planning and data preparation at Trove Private Wealth. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a combination of mutual funds, ETFs, and separate-account managers.

William Ford III is a financial advisor at Citizens Private Wealth with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citizens Private Wealth since 2019, with prior roles at CCO Investment Services Corp and Citizens Bank. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutions. The firm offers discretionary and non-discretionary investment management, ERISA plan advisory, and business consulting services, with a focus on long-term asset allocation and an open-architecture investment framework. Its affiliation with Citizens Bank provides unique operational and product features, including FDIC-insured deposit sweeps and securities-based lending.

David De Brot is a CFP® professional with 12 years of industry experience, currently serving at Kintra Wealth, LLC. His prior experience includes roles at Edward Jones and Commonwealth Financial Network. He is also co-owner and president of DeBrot Financial, Inc., a private entity facilitating securities, advisory, and insurance business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, and portfolio management services. The firm employs a model-driven investment process focused on tax efficiency and integrates planning with investment strategies, offering specialized services such as business exit planning and institutional consulting.

Lorraine Silva is a CFP® professional with six years at F.L. Putnam Investment Management Co. and a total of three years in the financial industry. Prior to joining F.L. Putnam, she worked in real estate development at Maloney Properties and Steen Realty and Development. F.L. Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and endowments. The firm uses a team-based, customized investment approach across equities, fixed income, and alternatives, incorporating both internally managed strategies and third-party managers.

Caleb Procaccini is a Series 66-credentialed advisor with ValMark Advisers, Inc. in Plainville, MA, and has one year of industry experience. His prior work includes roles at Trove Private Wealth and Leigh Baldwin and Company, LLC. Outside of finance, he has involvement with youth lacrosse through the Nemasket Riverhawks. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizes proprietary and third-party platforms, and offers investment-company products and index licensing arrangements.

Bryan Gravel is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Flagship Harbor Advisors and LPL Financial since 2016. Gravel is also licensed to sell non-variable insurance products, including disability, life, LTC, and fixed annuities. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies including fundamental and technical analysis across mutual funds, ETFs, individual securities, and managed accounts.

Donald Clarke is a financial advisor at Crestwood Advisors with 19 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Crestwood Advisors Group, LLC in 2023, he worked at Endurance Wealth Management, Inc. from 2009. Crestwood Advisors serves a diverse client base including individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

John Woodard Jr. is a Series 65-licensed financial advisor at Alphastar Capital Management with 13 years of industry experience. He is the owner and advisor of Woodard & Clark and a Certified Public Accountant partner at Matthewson Associates, where he provides tax services. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches and utilizes third-party portfolio construction technology across its enterprise of approximately 135 advisors.

Christopher Falzone is a financial advisor with Citizens Private Wealth in Providence, RI, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes roles at Citizens Bank and Citizens Securities, Inc., as well as a brief position at Magellan Jets, LLC. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm employs a long-term, goal-based asset allocation approach within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer, alongside tax, estate, and business consulting services.

Matthew Edwards is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with Trove Private Wealth since 2021. His prior experience includes roles at Wealth Impact Partners, Microgroup (part of TE Connectivity), and Automotive Parts Services. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Jacquelyn Miller is a financial advisor with Santander Securities LLC in Providence, RI, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has worked at Santander Securities LLC since 2018, including her current tenure beginning in 2022, and previously held positions at Citizens Bank and related entities. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and centralized compliance and reporting.

Brian Dunckley is a CFP® with 13 years of industry experience, currently serving as an advisor at Savvy since 2026. Prior to joining Savvy, he spent 10 years with Plum Pointe Wealth Management, where he held roles including managing member of Plum Pointe Advisors, LLC, an insurance agency. He is also a managing member of Saunderstown Partners, LLC, an exempt reporting adviser. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized investment strategies.

Christopher Hoy is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with four years of industry experience. He holds the Series 66 designation and has previously worked at MFS Investment Management and Equitable Advisors, LLC. In addition to his advisory role, he is involved in fixed annuity and life insurance sales and service. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and charitable organizations using both non-discretionary and discretionary investment approaches. The firm manages a predominance of non-discretionary assets and offers a range of services including third-party manager selection and qualified plan consulting.

Robin Hofheinz is a financial advisor with Creativeone Wealth, LLC who holds Series 63 and Series 65 credentials and has five years of industry experience. He has worked with ChangePath, LLC since 2021 and operates the Retirement Freedom Team under Financial Transitions Group, LLC, focusing on life insurance and annuity sales. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms, managing primarily discretionary accounts using a variety of portfolio strategies including ETFs, mutual funds, and private investments.

Roger Begin is a CFP®-designated financial advisor with nine years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019, following prior roles at BNY Mellon and Banc of America Investment Services, Inc. F.L. Putnam Investment Management Co. serves a wide range of clients, including individuals, families, and institutions, offering customized, team-based investment management and financial planning. The firm combines internally managed and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware approaches, and maintains a research process that integrates macroeconomic and security-level analysis.

Tisha Evans is a financial advisor at Santander Securities LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across multiple roles within Santander since 2019. Outside of her advisory work, she is involved with ENT Corp. DBA Aunt T's, a business venture she has been part of since 2025. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary managers and providing ongoing suitability and compliance oversight.

Timothy Flanagan is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at Next Financial Group Inc, Mutual Service Corporation, and FFP Advisory Services Inc. Outside of his advisory work, Flanagan serves as a volunteer committee member for Troop 1 Cumberland Hill in the Boy Scouts of America and is involved as a board member and junior team coach for the Cumberland Beagle Club. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on non–high-net-worth investors and retirement plan participants. The firm offers portfolio management, financial planning, consulting, and access to third-party investment managers, emphasizing personalized portfolios and using various analytical approaches for portfolio and tax-efficient management.

Joshua Procaccini is a financial advisor at ValMark Advisers, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with ValMark Advisers since 2008 and its affiliated firms since 2004. Outside of his advisory role, he serves as a consultant for Wealth Impact Partners’ Donor Activation Program and is an assistant football coach for the Freetown Lakeville Regional School District. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Jacqueline Prescott is a financial advisor at Citizens Private Wealth with a Series 65 designation and one year of industry experience. Her prior work includes roles at Citizens Bank NA, NCU Investment Solutions, and Navigant Credit Union. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and recently expanded business consulting services for multigenerational families and closely held businesses.

Gregory Gauthier is a financial advisor at Belpointe Asset Management LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co Inc, Mass Mutual Life Insurance Company, and MML Investors Services. Outside of his advisory role, he owns Aperçu Business Advisors, a business valuation firm, and serves as an ice hockey official. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.