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.

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.

Cody Ward is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Lincoln Investment for seven years and held roles at Citizens Securities, Inc. and Citizens Bank for three years each. He serves as a director for the Walpole Chamber of Commerce, where he discusses programming and initiatives for local businesses. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network, utilizing both discretionary in-house management and non-discretionary third-party managers.

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.

Jon Loranger is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and Securities America, Inc. He is also involved in fixed insurance business activities including life, health, disability, annuities, long-term care, and property and casualty insurance. The Patriot Financial Group offers investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a range of investment options and a due-diligence process for selecting insurance carriers and annuity products.

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.

Kevin McGrath is a financial advisor with The Patriot Financial Group, LLC, holding Series 63 and Series 65 licenses and over 44 years of industry experience. He has held positions at Cetera Financial Specialists LLC, Securities America, Inc., and Cambridge Investment Research Advisors, Inc. Additionally, McGrath has been involved in insurance sales and management through his ownership and leadership of McGrath Insurance Brokerage Inc. since 1993. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, using a combination of charting, fundamental and technical analysis, and may utilize independent managers for client assets.

Stephen Dellelo is a ChFC® with 35 years of experience in financial advising. He is currently with Prosperity Capital Advisors and has previously worked at Next Financial Group, Investors Capital Corp., and Eastern Point Advisors. He is the owner of Retirement Income Strategies LLC, doing business as Dellelo Wealth Management, and also serves as President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base including individuals, corporations, and retirement plans. The firm employs model-based, asset-allocation strategies and offers services such as separately managed accounts and retirement plan consulting.

Crystal Wild is a CFP® professional with 15 years of experience in the financial services industry. She is currently with Kintra Wealth, LLC and Mutual Securities, Inc., and previously worked at Commonwealth Financial Network and Loring Advisory Group. Wild is also the owner of Loring Financial Planning & Investments. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, and retirement-plan consulting. The firm integrates client-focused planning with model-driven asset allocation and fundamental security analysis, offering a range of investment strategies and specialized services such as business exit planning and sub-advisory solutions.

Michael Primiani is a CFP® with seven years of industry experience, currently serving at Kintra Wealth, LLC and Mutual Securities, Inc. He previously worked at Commonwealth Financial Network, Loring Advisory Group, and Oppenheimer. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management with an investment approach that emphasizes tax efficiency and integrates planning with active and passive strategies.

Faris Dalou is a financial advisor at PlanMember Securities Corporation with a Series 66 credential and one year of industry experience. His background includes roles at WealthPlan Advisor Group, Green House, and Emmanuel College Financial Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment approach uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios across a range of risk profiles.

Christopher Torres is a financial advisor with Integrated Wealth Concepts LLC in North Attleboro, MA, holding Series 63 and Series 65 licenses with three years of industry experience. He is also a partner at Taylor & Company PC, a CPA practice, where he has worked since 2015. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.

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. His career background also includes roles outside the financial sector at 99 Restaurant and PrideStores. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency with a proprietary Bank Deposit Sweep Program.

John Alessi is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Citizens Securities since 2009 and previously worked at Lincoln Financial Distributors and Putnam Investment Management. Outside of his advisory role, he is involved in the maintenance of a two-family rental property. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program utilizing proprietary algorithms and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Tai Nguyen is a financial advisor at Citizens Securities, Inc. with one year of industry experience. Prior to joining Citizens Securities, he worked at Citizens Financial Group for two years and has experience managing Family Nails Spa LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory and brokerage services with a mix of digital and managed account programs.

Ronald Goodman is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and previously at Lincoln Financial Advisors from 2014 to 2017. Goodman is also a partner in Goodman & Goodman LLC, a CPA affiliate program that he has been involved with since 2004. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach combined with tailored portfolios.