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.

Gary Boyt is a financial advisor with NFSG Corporation in Woonsocket, RI, holding a Series 66 designation and 26 years of industry experience. He has worked at Newbridge Financial Services Group and Newbridge Securities Corporation since 2020, and previously spent nine years with Cambridge Investment Research. Outside of his advisory role, he owns and operates a tax preparation business serving individuals and small businesses. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning for individuals, pension plans, trusts, and charitable organizations. The firm tailors portfolios based on client objectives and risk tolerance, using a blend of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

Ross Mcwilliams is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth in 2025, he spent 13 years at GW&K Investment Management, LLC. Dakota Wealth Management provides investment advisory and wealth management services to a range of clients including individuals, trusts, retirement plans, and registered investment companies. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a research process that integrates fundamental, technical, cyclical, and charting analysis.

Erikson Asker is a CFP® with 13 years of industry experience, currently affiliated with Advisory Services Network. His prior roles include positions at Bankers Life & Casualty, Bankers Life Securities, Hornor Townsend & Kent, and Penn Mutual Life Insurance. He is also an independent insurance agent, selling life insurance, Medicare plans, fixed annuities, and equity-indexed annuities. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, with investment strategies tailored to clients’ objectives and risk tolerances.

Marianne Pursley is a CFP® with seven years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. Prior to joining F.L. Putnam in 2019, she worked for 18 years at BNY Mellon Wealth Management. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and family office solutions. The firm builds customized portfolios using internally managed strategies and third-party managers across multiple asset classes, incorporating both strategic asset allocation and tactical adjustments.

Robert Macarthur is a CFP® professional with 32 years of industry experience, currently serving at ValMark Advisers, Inc. He has a history with Northwestern Mutual spanning over two decades and operates MacArthur Financial, LLC, focusing on executive benefits consulting. Additionally, he holds a non-voting shareholder position at Trove Private Wealth, where he contributes to wealth management and executive benefits advisory. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, incorporating both proprietary and third-party platforms and offering ongoing account monitoring and periodic reviews.

Simon Theberge is a financial advisor with Belpointe Asset Management LLC and holds two years of industry experience. He has previously worked at BayCoast Bank since 2018 and Mortgage Master Inc/Loan Depot from 2011 to 2018. 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, retirement plan consulting, and acts as a sub- or co-advisor, utilizing customized portfolios and a variety of investment strategies tailored to client objectives and risk tolerance.

Heriberto Luna is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Geneos since 2011. He also serves as a registered assistant at Strategic Financial Group. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Gary Grigorian is a financial advisor at Citizens Private Wealth with 22 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Mass Mutual Investors Services. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm uses a long-term, tailored asset allocation approach within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside a range of advisory and business consulting services.

Jerry Diamantides is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Commonwealth Financial Network, Merrill, Bank of America, and Santander Securities. Moors & Cabot provides investment advisory services to individual and high-net-worth clients, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a blend of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and limited consulting engagements.

Kelly Almonte is a financial advisor at Kestra Private Wealth Services, LLC with 20 years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Kestra in 2018. Almonte holds Series 63 and Series 66 licenses. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Todd Engelhardt is a financial advisor at F L Putnam Investment Management Co. with 23 years of industry experience. His prior roles include positions at Cumberland Advisors and JP Morgan Chase. F L Putnam serves a diverse range of individual and institutional clients, offering services such as discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a strategic asset allocation framework incorporating internally managed and third-party strategies across multiple asset classes.

Anthony Landi Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2018 before joining Kestra. Outside of his advisory role, he serves on the boards of Providence Rotary and Bradley Hospital and is involved in community fundraising and youth program initiatives. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions, offering access to a broad range of investment products and platforms along with specialized services such as annuity subaccount management and 529 plan administration.

Bryan Principe is a financial advisor at FourStar Wealth Advisors, LLC in Providence, RI, with 7 years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Fieldstone Financial Management Group and the City of Providence. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios primarily managed on a discretionary basis, allocating assets among various securities and external managers.

Paul Careau is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been affiliated with Bolton Global Capital since 2008 and Bolton Global Asset Management since 2022. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm employs an IAR-driven approach that tailors portfolios to client goals and risk tolerance, utilizing a mix of mutual funds, ETFs, equities, and fixed income with a long-term orientation and tactical flexibility.