Gary Grigorian is a financial advisor at Citizens Private Wealth with 22 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Mass Mutual Investors Services. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm uses a long-term, tailored asset allocation approach within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside a range of advisory and business consulting services.

Jerry Diamantides is a financial advisor at Moors & Cabot, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Commonwealth Financial Network, Merrill, Bank of America, and Santander Securities. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services utilizing various analysis methods and strategies, supported by third-party and affiliated sub-advisors.

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 the Series 63, Series 65, and Series 66 designations. 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 individual investors, families, and institutions, offering a range of investment management and consulting services. The firm’s team-based approach utilizes both internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

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, with 7 years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Fieldstone Financial Management Group and the City of Providence. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios primarily managed on a discretionary basis, allocating assets among various securities and external managers.

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 licenses and bringing 38 years of industry experience. He has worked with Innovation Partners LLC since 2022 and has been with Next Financial Group Inc since 2009. Kelley is also the owner of Target Financial Services Inc, which provides securities sales and service as well as insurance products including fixed annuities and life/health insurance. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and provides access to third-party investment advisors, focusing mainly on non-high-net-worth individuals.

Jeffrey Hanna is a CFP® and CFA® with 10 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth in Providence, RI. He has worked within the Citizens financial network since 2015, including roles at Citizens Securities, Inc. and Citizens Bank. Outside of his advisory work, he serves on the Planned Giving Advisory Council for Lifespan, participates on the Investment Committee for Neighborhood Health Plan of Rhode Island, acts as an advisor to Guidepoint Global Advisors, and has been a guest lecturer at Providence College. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, endowments, and foundations. The firm employs a long-term, goal-oriented asset allocation approach within an open-architecture framework, offering discretionary and non-discretionary portfolio management supported by quantitative and qualitative research, and provides additional services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

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.

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.

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® 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 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.

David Way is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining Vanderbilt in 2020, he worked for four years at the Norfolk District Attorney's Office. He is also licensed as an insurance producer, providing fixed insurance products to clients. Vanderbilt Advisory Services serves a broad range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation through fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management, proprietary models, and access to third-party sub-advisors and digital platforms.

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.