Jerry Diamantides is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Commonwealth Financial Network, Merrill, Bank of America, and Santander Securities. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management through its Portfolio Management Program, fee-based financial planning, and consulting, using various strategies and allowing tailored portfolios based on client objectives and risk tolerances.

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. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Cumberland Advisors, JP Morgan Chase, JP Morgan Securities LLC, InvestorCoach, and Heritage Asset Management Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and advisory services that incorporate internally managed strategies and third-party managers across multiple asset classes. The firm emphasizes a research-driven approach combining macroeconomic and security-level analysis and provides a range of solutions such as discretionary and non-discretionary management, family office services, and alternatives.

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.

Emilio Senesi Jr. is a financial advisor with Summit Financial, LLC who holds the CFP® and ChFC® designations and has 44 years of industry experience. Prior to joining Summit Financial in 2025, he worked at firms including Cetera Financial Specialists, Patriot Retirement Plan Partners, Patriot Financial Group, Ivy Wealth Management, Securities America, Inc., and LPL Financial. He serves as vice president on the board of his condominium association, a voluntary role unrelated to his financial advisory work. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, retirement plan advisory services, and access to alternative investments, supporting customizable portfolios and held-away account management.

Bryan Principe is a financial advisor at FourStar Wealth Advisors, LLC in Providence, RI, holding Series 65 and Series 66 licenses with seven years of industry experience. Prior to joining FourStar in 2019, he worked at Fieldstone Financial Management Group and the City of Providence. FourStar Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing financial planning, investment management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various asset classes and manages interests in private funds and pooled investment vehicles.

Kevin Kelley is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include positions at Next Financial Group Inc, Mutual Service Corporation, and FFP Advisory Services Inc. In addition to his advisory work, he owns Target Financial Services Inc, which provides securities sales and insurance product offerings. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting services. The firm employs a range of analytical and operational approaches and offers discretionary portfolio management and third-party managed account programs.

Jeffrey Hanna is a financial advisor at Citizens Private Wealth with 11 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Citizens Private Wealth and affiliated entities since 2015. His prior roles include positions at Citizens Securities, Inc. and Citizens Bank. Outside of his advisory duties, he serves on the Planned Giving Advisory Council for Lifespan, the Investment Committee for Neighborhood Health Plan of Rhode Island, acts as an advisor to Guidepoint Global Advisors, and has guest lectured at Providence College. Citizens Private Wealth is a multi-team registered investment adviser that primarily serves high-net-worth individuals, families, and organizational clients. The firm’s approach emphasizes long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, supported by its affiliation with Citizens Bank, N.A.

Sean Sullivan is a Series 65-licensed advisor with Integrity Advisory Solutions and has been working in the financial services industry since 2026. He also has experience with Narragansett Wealth Management LLC and has been involved with Spectra Systems Corporation since 2009. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and other services, managing approximately $1.1 billion in client assets.

Collin Soucy is a financial advisor at Sequent Planning, LLC with a Series 65 designation and one year of industry experience. His prior roles include work as an independent Medicare insurance agent and involvement with Educational Workshops LLC. Outside of advisory activities, he is engaged with Educational Workshops LLC, which suggests a focus on client education. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework, diversified manager exposures, and tax-aware strategies, supported by a network of independent advisers.

Mark Piccerelli is a financial advisor at Summit Financial, LLC with 24 years of industry experience. His prior roles include positions at The Patriot Financial Group and Ivy Wealth Management, Inc. Outside of advising, he is a member of The Brewers Guild, a professional brewers' organization. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Nicole Tsafos is a CFP® and Series 65 registered advisor with three years of industry experience. She is currently with F.L. Putnam Investment Management Company, where she has worked since 2024 after previously working at Four Ponds Financial Planning. F.L. Putnam Investment Management serves a diverse client base including individuals, families, foundations, and institutional investors. The firm employs a team-based investment approach customized to client objectives, offering a range of strategies across equities, fixed income, and alternatives, along with sustainable investing and tax-aware solutions.

Kevin Skaltsis is a CFP® professional with 16 years of experience in the financial industry, currently associated with Foundations Investment Advisors LLC. His career includes roles at Advisors Excel, Advisors' Academy, GWN Securities, and Combined Benefits United. Outside of finance, he teaches professional foosball clinics at tournaments on a limited basis. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with discretionary or non-discretionary authority assigned to its investment adviser representatives.

Jia Chen is a financial advisor at McAdam LLC with six years of industry experience. Chen holds Series 65 and Series 63 licenses and has worked at multiple firms, including Mutual of America Securities LLC and The Leaders Group Inc. Outside of advisory roles, Chen is a lead financial advisor involved in insurance sales at Massey & Associates, Inc. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client accounts on a discretionary basis with a diverse allocation approach that includes traditional and alternative investments.

Melissa Henderson Mcstravick is a CFP® professional affiliated with Kintra Wealth, LLC, located in Greenville, RI. She has experience working with Fidelity Investments and Grimes & Company, Inc., with a total industry tenure beginning in 2018. Kintra Wealth serves individuals, families, trusts, and institutional clients by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment approach combined with fundamental security analysis and offers specialized services such as business exit planning and sub-advisory roles.

Daniel Angelone is a financial advisor at Brookwood Investment Group with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Innovative Planning Partners, and Belpointe Asset Management. In addition to his advisory role, he is involved with Brookwood Insurance Group. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement advisory services through a variety of investment strategies. The firm customizes portfolios based on client objectives and maintains relationships with multiple affiliated businesses and platforms.

Brian Mocogni is a financial advisor at Savvy with 12 years of industry experience. He holds the CFA® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at All That Matters Financial Services LLP, The Windmill Group, and Equitable Advisors. Outside of advisory work, he is also an insurance agent with Lincoln Heritage Insurance Company. Savvy provides investment and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs a primarily index-based, long-term investment approach complemented by active equity portfolios, tax-aware direct indexing, and integrates fintech tools and specialized sub-adviser strategies.

Ralph Coppola is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Summit Financial, LLC since 2025. His prior roles include positions at The Patriot Financial Group, Ivy Wealth Management, and Meridien Financial Group, among others. Outside of advisory work, he owns Sustainable Benefits Strategies, LLC, an insurance business, and serves on several nonprofit and community boards including the Northern RI Council of the Arts and Health Source RI. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to meet client-specific needs.

Jennifer Hushion is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Main Street Financial Solutions, LLC since 2016. In addition to her advisory role, she has been a mother since 1999. Main Street Financial Solutions serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an academic-based, multi-asset class investment approach that combines passive and active strategies and provides financial planning, wealth management, and retirement plan consulting services.

William Ford III is a financial advisor with Citizens Private Wealth, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Citizens Private Wealth since 2019 and has been with affiliated entities including Citizens Securities, Inc. and CCO Investment Services Corp. He also has a long tenure with CITIZENS Bank starting in 2005. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, pension plans, trusts, and other institutional clients. The firm employs a long-term, open-architecture investment approach with predominantly discretionary portfolio management and offers comprehensive services including investment management, ERISA plan advisory, tax and estate structuring, and business consulting for multigenerational family and closely held business matters.