Jia Chen is a financial advisor at McAdam LLC with six years of industry experience. Chen holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Mutual of America. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities, offering financial planning, investment management, and retirement plan consulting. The firm employs a discretionary investment approach across a broad range of asset classes and incorporates specialized exposures such as direct indexing and private investment funds.

David Way is a Series 66-licensed advisor with Vanderbilt Advisory Services, based in Lincoln, Rhode Island. He has six years of experience in financial services, having worked at Vanderbilt Advisory Services and Vanderbilt Securities, LLC since 2020. Prior to his advisory career, he spent four years at the Norfolk District Attorney’s Office. David also maintains a licensed insurance producer role, meeting with clients to address insurance needs. Vanderbilt Advisory Services serves a diverse range of clients, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and incorporates multiple investment analyses to accommodate various client objectives, alongside its distinctive integration with retirement-plan and benefits firms.

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 designations and bringing 11 years of industry experience. His prior roles include positions at CCO Investment Services Corp and Citizens Bank, where he has worked since 2005. He is currently based in Providence, RI. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable organizations, and foundations. The firm focuses on long-term, customized asset allocation within an open-architecture investment framework, offering both discretionary and non-discretionary portfolio management, along with tax, estate structuring, and business consulting services. Its affiliation with Citizens Bank provides clients access to bank deposit sweep programs, securities-based lending, and affiliated broker-dealer and insurance services.

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.

Todd Sadwin is a financial advisor at Summit Financial, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at The Patriot Financial Group, Ivy Wealth Management, Inc., Minnesota Life Insurance Company, Securian Financial Services, Inc., and Pioneer Financial Group. In addition to advising, Sadwin offers insurance products as a broker through various companies. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm provides investment advisory, financial planning, retirement plan services, and access to alternative investments through a combination of discretionary and consultative platforms.

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.

Megan Logee is a financial advisor at Mariner Independent with 13 years of industry experience. She holds the ChFC® and Series 65 designations and previously worked at AdvicePeriod, LLC and Strategicpoint Investment Advisors. Megan is also the owner of RM Wealth Management, an LLC created for income purposes unrelated to investment advisory. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to a broad range of investment tools and affiliated businesses, including a state-chartered trust company and institutional pension consulting.

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 20 years of industry experience. He holds the CFP® designation as well as Series 63, 65, and 66 licenses. His prior experience includes 14 years at Endurance Wealth Management and six years at Arlen Capital. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions with comprehensive investment and wealth management services. The firm employs a team-based approach and combines top-down asset allocation with bottom-up security selection, emphasizing diversification, tax efficiency, and continuous portfolio monitoring.

Daniel Legault is a CFP® with 23 years of industry experience, currently with Mariner Independent. His prior roles include positions at AdvicePeriod, LLC, Kolb Wealth Management, LLC, and Strategicpoint Investment Advisors. He also founded 1661 Wealth Management, an income-generating business started in 2022. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of 119 investment adviser representatives. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

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.

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.

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.