Matthew Edwards is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with Trove Private Wealth since 2021. His prior experience includes roles at Wealth Impact Partners, Microgroup (part of TE Connectivity), and Automotive Parts Services. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm uses diversified, goal-based model portfolios and asset allocation strategies implemented through mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

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.

Timothy Flanagan is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior work includes roles at Next Financial Group Inc, Mutual Service Corporation, and FFP Advisory Services Inc. Outside of his advisory role, he serves as a volunteer committee member for Troop 1 Cumberland Hill Boy Scouts of America and holds board and coaching positions with the Cumberland Beagle Club. IP Financial Advisory Services LLC primarily serves individual retail clients and retirement plan participants, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm employs various analytical approaches and provides specialized services including actuarial analysis and insurance consulting.

Joshua Procaccini is a financial advisor at ValMark Advisers, Inc. with 21 years of industry experience. He holds the Series 66 designation and has worked with ValMark Advisers since 2008 and its affiliated firms since 2004. Outside of his advisory role, he serves as a consultant for Wealth Impact Partners’ Donor Activation Program and is an assistant football coach for the Freetown Lakeville Regional School District. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Gregory Gauthier is a financial advisor at Belpointe Asset Management LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer & Co Inc, Mass Mutual Life Insurance Company, and MML Investors Services. Outside of his advisory role, he owns Aperçu Business Advisors, a business valuation firm, and serves as an ice hockey official. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Dennis Coite is a CFP® professional with 12 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He has also been affiliated with StoneX Securities Inc. since 2014 and operates Ron Coite & Associates, which offers health, life, and long-term care insurance sales as well as tax preparation services. StoneX Advisors Inc. provides portfolio management, financial planning, ERISA plan consulting, and related services to individuals, corporations, retirement plans, and charitable organizations through a combination of independent advisors and an in-house Private Client Group. The firm employs advisor-managed portfolios, proprietary models, and third-party money managers to serve a diverse client base.

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.

Glen Martin is a CFP®-certified financial advisor at F.L. Putnam Investment Management Company with 27 years of industry experience. He has worked at several firms, including Merrill and Mariner, before joining F.L. Putnam in 2016. F.L. Putnam serves individual investors, families, and institutional clients such as foundations and family offices. The firm employs a team-based, customized investment approach utilizing internally managed and third-party strategies across asset classes, offering services that include discretionary and non-discretionary management, financial planning, and family office solutions.

Justin Walsh is a financial advisor with Santander Securities LLC in Jamestown, RI, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Santander Securities and Santander Bank since 2019, following prior roles at Powertrack and TIAA-CREF. Walsh serves as a board member of Plan RI, a nonprofit organization based in Warwick, RI. 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, financial planning, tax and values overlay services, and securities-based lending, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Raymond Gutowski is a financial advisor at Gladstone Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has held roles at Gladstone Wealth Partners since 2020, following prior positions at Edelman Financial Engines and Financial Engines Advisors. He is also a licensed Notary Public in Rhode Island. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches customized at the representative level and supported by platform-level due diligence.

Michael Langlois is a CFP® professional with 42 years of industry experience, currently serving as the sole advisor at Strategic Financial Group. He has worked at Geneos Wealth Management since 2011 and has been with Strategic Financial Group since 1995. Langlois is also a board member of the Hope Realized Homes Foundation. Strategic Financial Group is an independent, solo advisory practice serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and investment analysis focused on macroeconomic indicators and market statistics, with implementation typically conducted through affiliated broker-dealer relationships.

Deborah Shuster is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining Kestra in 2018. Outside of her advisory role, she serves on the board of a family foundation. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing flexibility within its approved menu.

Karin Coulter is a financial advisor at Crestwood Advisors in Providence, RI, holding a Series 65 designation with 10 years of industry experience. She previously worked for eight years at Endurance Wealth Management, Inc. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and other institutions, offering comprehensive investment and wealth management services through a team approach that integrates top-down asset allocation with bottom-up security selection emphasizing financial strength, management quality, valuation, and select ESG factors.

J Costello is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He has worked at Endurance Wealth Management, Inc. for 14 years and Baldwin Wealth Partners, LLC for 12 years prior to joining Crestwood Advisors. 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 approach and combines top-down asset allocation with bottom-up fundamental security selection, emphasizing financial strength, management quality, valuation, and select ESG factors while pursuing global diversification and tax efficiency.

Nancy Micheletti is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at Citizens Securities Inc., Merrill, and Bank of America. Micheletti serves as a board member of the URMySunshine Foundation, a nonprofit focused on cancer awareness. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers a range of advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized compliance and reporting.