Amanda Adams is a CFP® with eight years of industry experience. She is currently with Concurrent Investment Advisors, LLC and previously worked at Edward Jones and The Sun Chronicle. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

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.

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 MFS Investment Management and Equitable Advisors, LLC. Outside of his advisory role, he is involved in fixed annuity and life insurance sales and service. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and small businesses. The firm offers both non-discretionary and discretionary investment management programs and manages a notable mix of assets with a predominance of non-discretionary portfolios.

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.

Tisha Evans is a financial advisor at Santander Securities LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across multiple roles within Santander since 2019. Outside of her advisory work, she is involved with ENT Corp. DBA Aunt T's, a business venture she has been part of since 2025. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering 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 providing ongoing suitability and compliance oversight.

Timothy Flanagan is a financial advisor at IP Financial Advisory Services LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Next Financial Group Inc since 2009. Outside of his advisory work, Flanagan volunteers with Troop 1 Cumberland Hill Boy Scouts of America and serves as a board member and junior team coach for the Cumberland Beagle Club. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and refers clients to third-party investment advisors while providing ongoing communication and fee-sharing arrangements.

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.

Joseph Pate is a Series 65-licensed advisor with Foundations Investment Advisors LLC, bringing three years of industry experience. He has held positions at Foundations Investment Advisors since 2023 and at Lakefront Insurance Group, LLC since 2018, where he is also owner and manager involved in health, life, and accident insurance sales. Foundations Investment Advisors provides financial planning and portfolio management to a broad client base, including individuals, 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 an asymmetric rebalancing approach, supported by third-party sub-advisers and custodians.

Dennis Coite is a CFP® with 11 years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. since 2015. He also maintains roles at StoneX Securities Inc. and Ron Coite & Associates, where he is involved in health, life, and LTC insurance sales as well as fixed annuity sales and tax preparation. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and annuity allocation services. The firm utilizes a combination of independent advisors and an in-house Private Client Group, employing multiple account structures and model-based solutions.

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 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.