Jacqueline Prescott is a financial advisor at Citizens Private Wealth with a Series 65 designation and one year of industry experience. Her prior work includes roles at Citizens Bank NA, NCU Investment Solutions, and Navigant Credit Union. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework, offering discretionary portfolio management overseen by a Chief Investment Officer and recently expanded business consulting services for multigenerational families and closely held businesses.

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.

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 Providence, RI, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior work history includes roles at TIAA-CREF, TD Private Client Wealth, Wells Fargo Clearing, and Morgan Stanley DW Inc. He serves as a board member of Plan RI, a nonprofit organization. Santander Securities LLC serves a broad retail client base, providing investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary managers and offering various strategies, including ESG model options.

Louis Della Valle is a financial advisor at Dakota Wealth, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, C2C Wealth Management, LPL Financial, Osaic FA, and UBS Financial Services. He serves as treasurer and board member of a condominium association in Laconia, NH. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and businesses. The firm provides wealth management, investment management, financial planning, and advisory services, building customized portfolios with a focus on long-term strategies and ongoing oversight.

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.

Sean Holly is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 license and with 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 11 years and has been with Belpointe and its related entities since 2017. Outside of his advisory role, he is a co-owner of a real estate business. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and various advisory relationships.

Jeffrey Boudjouk is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Kestra in 2018, he worked at UBS Financial Services for 11 years. He serves as parish council secretary for St. Basil's Melkite Catholic Church and is chairperson of the Paul G. Farley III Memorial Fund. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with operational capabilities including an affiliated trust company and support for retirement plan and insurance-company work.

John Pronovost is a financial advisor at International Assets Investment Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CAMBRIDGE INVESTMENT RESEARCH Advisors, INC and Main Street Financial Group, LLC. Pronovost serves as an elected trustee for the Town of Woodbury, Connecticut. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary management alongside financial planning and third-party manager referrals.

Jonathan Hoy is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Providence, RI, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Equitable Advisors LLC, Commonwealth Financial Network, and Middlesex Savings Bank. He is also involved in fixed insurance sales and service outside of his advisory duties. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary management programs and distinguishes itself by maintaining a predominance of non-discretionary assets under management.

Edward Terwilliger III is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently an advisor at F L Putnam Investment Management Co., joining in 2026, after working at Foster Dykema Cabot & Partners, LLC and HighTower Securities, LLC. F L Putnam Investment Management Co. serves a diverse client base including individuals, families, and institutions such as foundations and endowments. The firm employs a team-based, customized investment approach that integrates internally managed strategies and third-party managers across asset classes, with options for sustainable investing and tax-aware rebalancing.

Brian Vanhouwe is a financial advisor at Pinnacle Investments, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Global Investment Advisors, LLC, Essex Securities LLC, and Investors Capital Corp. Outside his advisory work, he serves as Vice President of the North Smithfield Land Trust and is involved in catering at Mickey G's Clam Shack. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion for individuals, retirement plans, trusts, estates, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations, employing both fundamental and technical analysis with diverse investment strategies and operates across multiple custodial platforms.

Matthew Breese is a financial advisor at Stephens with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stephens since 2019, following four years at Piper Jaffray & Co. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory and financial services supported by equity research and investment committees.

Nicholas Loring is a CFP® professional with 15 years of experience in financial advising. He is currently with Kintra Wealth, LLC and Mutual Securities, Inc., having previously worked at Legatus Wealth, Loring Advisory Group, Commonwealth Financial Network, and Merrill. He is co-owner of Loring Financial Planning & Investments, a private entity engaged in securities, advisory, and insurance business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines a model-driven investment process with fundamental security analysis and integrates planning and investment to optimize tax efficiency and minimize duplicate holdings across accounts.

Thomas Fay is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with F.L. Putnam Investment Management Co. since 2019, following seven years at BNY Mellon and a prior role at Columbia Management Advisors, Inc. F.L. Putnam serves a diverse client base, including individuals, families, and institutions such as foundations and family offices. The firm employs a team-based, research-driven investment approach, offering customized strategies across equities, fixed income, and alternatives, with options for sustainable investing and tax-aware rebalancing.