Mark Woods is a CFP® with 23 years of industry experience. He is currently with Latitude Advisors, LLC and has prior experience at H.D. Vest Advisory Services and H.D. Vest Investment Services. Woods is also president of Woods CPA, Ltd., where he works directly with clients on tax and accounting matters. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Deborah Shuster is a financial advisor at Kestra Private Wealth Services, LLC with 44 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 13 years before joining Kestra in 2018. Shuster is a co-owner of a real estate business and serves on the board of the Ralph & Clara Shuster Foundation. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary accounts, financial planning, and a range of investment solutions across multiple platforms.

Karin Coulter is a financial advisor at Crestwood Advisors with 10 years of industry experience. She holds a Series 65 designation and has been with Endurance Wealth Management, Inc. since 2015. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection, and also offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

J Costello is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Endurance Wealth Management, Inc. since 2009. He is based in Providence, RI, and is affiliated with Crestwood Advisors. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management services, including discretionary and non-discretionary advisory solutions. The firm employs a global asset allocation strategy combined with fundamental security selection and offers a digital investment program called Pathfinder, which provides ETF-based automated portfolios with periodic advisor engagement.

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.

Gayle Jendzejec is a financial advisor at Prosperity Capital Advisors with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Equity Services, Inc., Lifetime Money Management LLC, and College Advisors Group LLC. Outside of advisory work, Mr. Jendzejec is the President of JBL Enterprises LLC, a property management company. Prosperity Capital Advisors serves a diverse client base including individual investors, corporate clients, and charitable organizations, offering financial planning, consulting, and discretionary investment management. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across mutual funds, ETFs, and alternative solutions.

Jeffrey Boudjouk is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior experience includes 11 years at UBS Financial Services before joining Kestra in 2018. He serves as a partner in Northeast Investment Group and holds the position of parish council secretary at St. Basil's Melkite Catholic Church. Additionally, he is chairperson of the Paul G. Farley III Memorial Fund and serves on the advisory board for Horizon Investments. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of financial planning, advisory, and investment management services across multiple platforms while supporting advisor independence with supervisory oversight.

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 at LaSalle St. Investment Advisors, L.L.C. in Providence, RI, with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Equitable Advisors LLC and Commonwealth Financial Network. In addition to his advisory role, he is involved in fixed insurance sales and service. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a range of clients, including individuals, trusts, pension plans, and charitable organizations. The firm provides both non-discretionary and discretionary management approaches and oversees approximately $3.9 billion in non-discretionary assets, a notable aspect of its operational structure.

Edward Terwilliger III is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with F L Putnam Investment Management Co. and previously worked at Foster Dykema Cabot & Partners, LLC and HighTower Securities, LLC. F L Putnam Investment Management Co. serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, family office solutions, and consulting services. The firm employs a strategic asset allocation framework combining internally managed strategies and third-party managers, and it manages the AOG Institutional Fund, an interval fund focused on private and illiquid alternative assets.

Bryan Le Beau is a financial advisor with Summit Financial, LLC, holding Series 63, 65, and 66 credentials and four years of industry experience. His prior roles include positions at Equitable Advisors, The Patriot Financial Group, and CETERA Financial Specialists. Outside of finance, he serves as chairman of the Richmond Economic Development Commission and is involved with the Rhode Island Brewers Guild. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches.

Nathan Thomsen is a CFP® with 20 years of industry experience. He currently works at Parallel Advisors, LLC and previously held roles at Advisors Capital Management, LLC, Tiaa Cref, and Fidelity Investments. He is also registered as an independent insurance agent. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diversified investment approach that includes fundamental and technical analysis, options strategies, and the integration of held-away accounts through advanced technology platforms.

Thomas Fay is a CFA® charterholder with eight years of industry experience. He has worked at F.L. Putnam Investment Management Co. since 2019 and previously spent seven years at BNY Mellon. F.L. Putnam Investment Management Co. serves a diverse client base including individuals, institutions, foundations, and endowments, offering customized investment management and consulting services. The firm employs a strategic asset allocation framework that incorporates internally managed strategies, third-party managers, and selective use of AI tools to support—but not replace—human investment decisions.

William Swart is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Brave Asset Management, Inc. for four years as well as at Gleeson's Wine and Spirits. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm provides wealth planning and investment management with access to traditional and alternative strategies, emphasizing multi-asset diversification through qualitative analysis and manager due diligence.

Bradford Smith is a financial advisor at Capital Analysts with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Lincoln Investment Planning since 2007. Outside of his advisory role, he is a partner in a local business office and serves as an agent for disability insurance with the Town of Westport. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through various programs supported by an in-house investment research team.

Christopher O'Connor is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. Prior to his financial services career, he held positions at 99 Restaurant and PrideStores. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Sandra Cummings is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work experience includes positions at Bank of America, Merrill, and Janney Montgomery Scott since 2017. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

John Alessi is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both digital and managed account advisory programs and is 100% owned by Citizens Bank, N.A.

Tai Nguyen is a financial advisor at Citizens Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Citizens Securities, Nguyen worked at Citizens Financial Group and has entrepreneurial experience as the owner of Family Nails Spa LLC. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles.

Guido Sarcione is a financial advisor at Integrated Wealth Concepts LLC with 30 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Sarcione has worked at firms including LPL Financial, Mass Mutual Investors Services, and MetLife Securities. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing customized portfolios with a primarily long-term investment approach.