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 in Bristol, RI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions 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 for five years and owns a financial planning firm, WealthMax Financial Group. Foundations Investment Advisors is a multi-advisor registered investment adviser serving approximately 29,615 clients with $10.1 billion in assets under management. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, providing tailored advice through local advisor representatives using various investment products and third-party sub-advisers.

Jordan Perdigao is a financial advisor at Capital Analysts with six years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Lincoln Investment and Santander Securities. Perdigao is also involved with Crump as an Independent Marketing Organization (IMO) representative for fixed annuities and life, long term care, and disability insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, utilizing in-house investment management and proprietary screening processes, and supports various advisor-managed models and third-party managers.

John Edwards is a financial advisor with RMR Wealth Builders, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining RMR Wealth Builders, he worked at Ivy Wealth Management, Inc. and Aspire Financial Services. Edwards serves as a town councilor for Tiverton, Rhode Island. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a combination of discretionary and non-discretionary strategies.

Nicole Tsafos is a CFP® professional with three years of industry experience. She currently works at F.L. Putnam Investment Management Company and previously was with Four Ponds Financial Planning. F.L. Putnam serves a diverse client base including individuals, institutions, and non-profits, offering investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm employs a strategic asset allocation framework that incorporates both internally managed strategies and third-party managers across multiple asset classes.

Kevin Skaltsis is a CFP® with 16 years of experience in the financial services industry. He is with Foundations Investment Advisors LLC and has held roles at firms including Advisors Excel, Advisors' Academy, and GWN Securities. Outside of his advisory work, he is a professional foosball player who teaches clinics at tournaments. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of close to 300 investment adviser representatives. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Jia Chen is a financial advisor with McAdam LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining McAdam, Chen worked at several firms including AE Wealth Management, Massey and Associates, and Mutual of America Securities. Chen also serves as Lead Financial Advisor at Massey & Associates, Inc., where they are involved in insurance sales and services. McAdam LLC advises 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 portfolios with a mix of traditional and specialized investments, and offers unique services such as a tiered subscription planning product and AI-monitored advisory tools.

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.

Mark Tremblay is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He is also the president of E.P. Tremblay & Associates, Inc., an insurance and tax preparation business he has led since 1988. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Brian Mocogni is a CFA® charterholder with 12 years of industry experience. He is currently with Savvy and has previously worked at All That Matters Financial Services LLP, The Windmill Group, Equitable Advisors, and Tiaa Cref. In addition to his advisory role, he is an insurance agent with Lincoln Heritage Insurance Company. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

Richard Bauchspies Jr. is a CFA® charterholder with 33 years of industry experience. He has been with The Burney Company in Portsmouth, RI since 1992. The Burney Company serves mostly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs proprietary fundamental and quantitative models within a multi-team platform, offering discretionary equity portfolio management, financial planning, and tax preparation through an affiliated CPA firm.

Joshua Pacheco is a financial advisor at IP Financial Advisory Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Innovation Partners LLC and Axis Advisors LLC since 2014. Outside of his advisory roles, he owns and operates a furniture store. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using a variety of analyses and also provides access to third-party investment advisors, focusing on non‑high-net-worth individuals.

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 at Citizens Private Wealth with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citizens Private Wealth since 2019, with prior roles at CCO Investment Services Corp and Citizens Bank. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutions. The firm offers discretionary and non-discretionary investment management, ERISA plan advisory, and business consulting services, with a focus on long-term asset allocation and an open-architecture investment framework. Its affiliation with Citizens Bank provides unique operational and product features, including FDIC-insured deposit sweeps and securities-based lending.

James Pati is a financial advisor with Foundations Investment Advisors LLC in Bristol, RI, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior experience includes roles at Merrill, Wealth Max Financial Group, and New York Life, among others. In addition to his advisory work, he is an active insurance agent with Wealth Max Financial Group. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and third-party sub-advisers.

Gregory Kirwan Jr. is a CFP® with 19 years of industry experience, currently serving as an advisor at Savvy. His prior roles include positions at All That Matters Financial Services LLP, The Windmill Group, Inc., and TIAA. Outside of advising, he is the owner and operator of GHK Transportation. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting and ESG-focused models, supported by proprietary technology and third-party platforms.

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 of experience 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 broad mix of individual and institutional clients, offering a range of investment management and advisory services including financial planning, separately managed accounts, and family office solutions. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across multiple asset classes.

Megan Logee is a financial advisor at Mariner Independent with 12 years of industry experience. She holds the ChFC® designation and Series 65 license. Her prior roles include positions at AdvicePeriod, LLC and Strategicpoint Investment Advisors. Outside of her advisory work, she is the owner of RM Wealth Management, a non-investment-related business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management, supported by institutional resources and third-party sub-advisors.