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.

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.

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.

Edward Botelho is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at CreativeOne Wealth, Wealth Max, Securities America, Securian Financial, Baystate Financial, and New York Life. Outside of advising, he has experience as a hockey coach and owns WealthMax Financial Group, a financial planning firm. Foundations Investment Advisors serves a broad client base, including individual and high-net-worth clients, retirement plans, and registered investment companies, offering financial planning and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with discretionary or non-discretionary authority tailored to client needs.

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.

David Way is a Series 66-licensed financial advisor with Vanderbilt Advisory Services in Lincoln, Rhode Island, bringing six years of industry experience. Prior to joining Vanderbilt, he worked at the Norfolk District Attorney’s Office for four years. He is also licensed as an insurance producer, providing insurance products to clients. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach supported by multiple analysis techniques and integrates closely with retirement-plan and benefits firms, offering a combination of advisory, brokerage, and plan-administration services.

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.

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.

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.

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.