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® professional affiliated with F L Putnam Investment Management Co. in Providence, RI, with three years of industry experience. She has worked at F.L. Putnam since 2024 and previously spent two years at Four Ponds Financial Planning. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and endowments, offering discretionary and non-discretionary investment management, financial planning, and family office solutions. The firm employs a strategic asset allocation framework blending internally managed and third-party strategies across multiple asset classes and is notable for managing the AOG Institutional Fund and owning Darwin Trust Company.

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.

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.

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.

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 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.

Bryan Gravel is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Flagship Harbor Advisors and LPL Financial since 2016. Gravel is also licensed to sell non-variable insurance products, including disability, life, LTC, and fixed annuities. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies including fundamental and technical analysis across mutual funds, ETFs, individual securities, and managed accounts.

Donald Clarke is a financial advisor at Crestwood Advisors with 19 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Crestwood Advisors Group, LLC in 2023, he worked at Endurance Wealth Management, Inc. from 2009. Crestwood Advisors serves a diverse client base including individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

John Woodard Jr. is a Series 65-licensed financial advisor at Alphastar Capital Management with 13 years of industry experience. He is the owner and advisor of Woodard & Clark and a Certified Public Accountant partner at Matthewson Associates, where he provides tax services. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches and utilizes third-party portfolio construction technology across its enterprise of approximately 135 advisors.