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.

Jared Sweeney is a CFP® professional with 15 years of experience in the financial advisory industry. He is currently with Mission Wealth Management, LP and has previously worked at Lion Street Financial, LLC, PRW Wealth Management LLC, and Contravisory Investment Management, Inc. Mission Wealth Management is a multi-team SEC-registered firm that serves affluent individuals and families, as well as pension plans and endowments. The firm employs customized, long-term investment strategies using a variety of asset classes and offers a range of wealth management and financial planning services through tiered client engagement models.

Mark Porter is a Certified Financial Planner® with 20 years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2011. He is also affiliated with LPL Financial and holds a Series 66 license. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans, offering modular planning engagements and access to investment management. The firm manages approximately $327.7 million in client assets and offers a subscription-based wealth management software option.

William Dinan is a financial advisor at Kintra Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Commonwealth Financial Network for 30 years. He is also president and sole shareholder of SJM Insurance Agency, a private entity focused on fixed insurance products and securities. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, and retirement-plan consulting. The firm manages approximately $1.5 billion in discretionary assets and employs a model-driven investment process combined with fundamental security analysis and integrated planning and investment services.

Heather Ankstitus is a financial advisor with United Capital Financial Advisors, holding a Series 65 designation and 12 years of industry experience. She has been with United Capital Financial Advisors since 2014. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization for ESG and faith-based preferences, supported by client-facing technology and a range of ancillary services.

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.

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 licenses and has worked at Pinnacle Investments since 2019, following nearly a decade at Global Investment Advisors, LLC and Essex Securities LLC. Outside of his advisory work, he serves as Vice President of the North Smithfield Land Trust and is involved in catering through Mickey G’s Clam Shack. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving around 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers financial planning and portfolio management services using both fundamental and technical analysis, employing a range of investment vehicles and third-party managers.

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 career includes roles at Cetera Financial Specialists LLC, Securities America, Inc., Allstate Insurance Company, MML Investors Services, and MassMutual Life Insurance Company. In addition to his advisory work, he serves as Executive Vice President of Compliance and Operations at The Patriot Financial Group Insurance Agency, LLC. The Patriot Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, small businesses, trusts, estates, and retirement plans. The firm offers customized portfolio management using a variety of securities and analytical methods, managing approximately $2.4 billion across 37 advisors and sponsoring a wrap-fee program.

Matthew Breese is a financial advisor at Stephens with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2019, following a four-year tenure at Piper Jaffray & Co. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up and top-down investment strategies.

Nicholas Loring is a CFP® professional with 14 years of industry experience, currently affiliated with Kintra Wealth, LLC. His career includes roles at Legatus Wealth and his own Loring Advisory Group. He is also a co-owner of Loring Financial Planning & Investments Inc. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, and portfolio management services. The firm manages approximately $1.5 billion in discretionary assets and employs a model-driven investment approach combined with fundamental security analysis.

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 bringing 43 years of industry experience. His career includes roles at Cetera Financial Specialists LLC, Securities America, Inc., and Cambridge Investment Research Advisors, Inc. He is also the owner and treasurer of McGrath Insurance Brokerage Inc., where he has been involved in the sale of fixed insurance products since 1993. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm constructs customized portfolios using a variety of securities and strategies, manages approximately $2.4 billion across 37 advisors, and offers services including discretionary portfolio management, retirement plan advisory, and a wrap-fee program.

Stephen Dellelo is a financial advisor at Prosperity Capital Advisors with 34 years of industry experience. He holds the ChFC® designation and has worked at NEXT Financial Group, Inc. for 18 years before joining Prosperity Capital Advisors. He is also the owner of Retirement Income Strategies, LLC d.b.a. Dellelo Wealth Management and the 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 individual investors, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers a range of advisory and intermediary services.

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.

William Reis is a financial advisor with LPL Financial and holds the Series 66 designation. He began his advisory career in 2023 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. Reis serves in the U.S. Army National Guard as a Signal NCO. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

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.