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.

James Pati is a financial advisor with Foundations Investment Advisors LLC in Bristol, RI, holding Series 63 and Series 65 registrations and having seven years of industry experience. His career includes roles at Merrill, Wealth Max Financial Group, and New York Life among others. He is also an insurance agent affiliated with Wealth Max Financial Group. Foundations Investment Advisors, LLC provides financial planning and ongoing portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios, third-party sub-advisers, and custodians to tailor investment advice through a large network of affiliated offices.

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.

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.

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.

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.

Raymond Hunt is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2012. Additionally, he is licensed as a Life and Health Insurance Broker, providing research, recommendation, and servicing of insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network, employing both discretionary investment management by its in-house team and non-discretionary options via advisors and third-party managers.

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.

Talia Cyr is a financial advisor at William Joseph Capital Management, Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at Loomis Sayles and Target. Additionally, she is an insurance agent affiliated with Joseph E. Goss, Ltd., where she sells life and annuity insurance products. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, utilizing customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform.

Tayla Vardo is a financial advisor at Sowell Management with a Series 65 credential and four years of industry experience. She previously worked at Southcoast Financial Group and USA Wealth Group, among other organizations in both financial and health services sectors. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, unified managed account solutions, and held-away account management.

Nicholas Daddona is a financial advisor at Sowell Management with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Sowell Management since 2026. He is also the owner and president of Southcoast Insurance Group, a role he has held since 2013. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services through an independent-contractor model of over 100 advisors.

Gregory Gauthier is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Oppenheimer, Mass Mutual Life Insurance Company, and MML Investors Services. Outside of advising, he owns and consults for Aperçu Business Advisors, a business valuation firm, and serves as an ice hockey official. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for thousands of clients, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through multiple advisor-specific strategies and third-party manager relationships.

Joseph Pate is a Series 65 credentialed advisor with Foundations Investment Advisors LLC, bringing three years of industry experience. His prior roles include positions at Retirepoint Financial and ownership of Lakefront Insurance Group, where he manages health, life, and accident insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth, and institutional clients through a broad network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers a range of services including investment management, tax coordination, and sub-advisory arrangements.

Kenneth Carnevale Jr. is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and four years of industry experience. He has prior experience at Edward Jones and Citizens Bank. Carnevale also works as a Client Acquisition Advisor for Scranton Financial Group. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies combined with active portfolio management and offers specialized services including family-office and special-needs planning.