Goda Stevens is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Wells Fargo for 12 years before joining Ashton Thomas, where she has been affiliated in various roles since 2021. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for over 2,200 clients through a team of 18 advisors. The firm offers a range of investment management and retirement plan consulting services to individuals, businesses, trusts, estates, and charitable organizations.

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.

Daniel Legault is a CFP® with 23 years of industry experience, currently with Mariner Independent. His prior roles include positions at AdvicePeriod, LLC, Kolb Wealth Management, LLC, and Strategicpoint Investment Advisors. He also founded 1661 Wealth Management, an income-generating business started in 2022. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of 119 investment adviser representatives. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Christopher Falzone is a financial advisor with Citizens Private Wealth in Providence, RI, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Citizens Bank since 2017 and was previously employed by Magellan Jets, LLC. Citizens Private Wealth, LLC 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 focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers discretionary portfolio management supported by both quantitative and qualitative research.

Mary Lundstrom is a CFP® and ChFC® with 23 years of experience in financial advising. She is currently with OnePoint BFG Wealth Partners and has held prior roles at Bleakley Financial Group, Private Advisor Group, and Northwestern Mutual. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities, utilizing a combination of proprietary models and third-party managers to deliver discretionary and non-discretionary portfolio management.

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 a Series 66 designation and previously worked at Equitable Advisors, LLC and MFS Investment Management. Outside of 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, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, managing a predominantly non-discretionary asset base using diversified strategies including mutual funds, ETFs, equities, fixed income, and options.

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® with eight years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to joining F.L. Putnam, he worked for BNY Mellon for eleven years. F.L. Putnam Investment Management Co. serves a diverse client base including individuals, institutions, foundations, and endowments. The firm provides investment management, financial planning, OCIO advisory, and family office services, utilizing a strategic asset allocation approach with both internally managed and third-party strategies across multiple asset classes.

Brad Ingegneri is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Summit Financial, LLC and has prior experience at firms including Purshe Kaplan Sterling Investments, Cetera Financial Specialists LLC, The Patriot Financial Group, Ivy Wealth Management, Inc., and Securities America, Inc. Outside of his advisory work, he is an owner of a real estate rental business. 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 needs.

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.

Dynamic, client-focused CFP® professional, Investment Advisor, and attorney who thrives to deliver a best-in-class client experience. I’ve spent 20 years in finance, including twelve years on the legal side (financial restructuring, bankruptcy, structured and municipal finance), and I now serve clients as a fiduciary financial planner and investment advisor. I'm responsible for all aspects of my clients’ financial planning needs, including creating detailed financial plans, estate planning strategy, tax strategy, and portfolio management. Successfully self-published my first book (link below) and co-hosted my first podcast on real estate and personal finance (Dollars & Dwellings — available on Apple and Spotify). I’m a member of the Estate Planning Council of Rhode Island, the Rhode Island Chapter of the Financial Planning Association, and a member of the Rhode Island Foundation’s Professional Advisory Council. To lean more about my book, you can read about it here: https://www.stringerfin.com/blog/blog-post-title-one-jgfam.

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® professional at F.L. Putnam Investment Management Company with 27 years of industry experience. He has been with F.L. Putnam since 2016. F.L. Putnam serves a diverse range of individual and institutional clients, offering customized investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm employs internally managed and third-party strategies across multiple asset classes within a strategic asset allocation framework that incorporates tactical adjustments.

Michael Raspallo is a financial advisor with Summit Financial, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including prior roles at Cetera Financial Specialists LLC, Ivy Wealth Advisors, Securities America, Inc., Patriot Financial Group, and LPL Financial, LLC. He serves on the boards of Horizon Pharmacy and Thrive Behavioral Health in Warwick, RI. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

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 with Gladstone Wealth Partners in Warwick, RI, holding a Series 66 designation and over 20 years of industry experience. He previously worked at Edelman Financial Engines and Financial Engines Advisors L.L.C. He is also a Rhode Island Notary Public. Gladstone Wealth Partners serves a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations, offering investment management, financial planning, and retirement-plan consulting through a network of independent adviser representatives.

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.