Rick Campbell is a financial advisor at Financial Independence, LLC with 23 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Cigna Financial Services. Campbell serves as a board member of the Trudeau Memorial Foundation. Financial Independence, LLC serves individual and high-net-worth clients as well as retirement plans, offering modular financial planning and a wealth management program called the Financial Independence BEST Life Planning Program. The firm recommends portfolio strategists through the AssetMark Platform and emphasizes behavioral coaching, manager diversification, and a mix of tactical and strategic approaches.

Scott Seidman is a financial advisor at The Retirement Planning Company of New England, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at his current firm since 2013, following prior roles at Seidman Investment Advisors, LLC and UBS Financial Services. The Retirement Planning Company of New England provides investment advisory and financial planning services to individuals, high-net-worth households, trusts, pension plans, and other institutional clients. The firm offers tailored portfolio management and planning services using a combination of fundamental, technical, charting, and cyclical analysis, generally operating under discretionary authority when granted.

Stephen Clair Jr. is a financial advisor at Hall Capital Management Company, Inc. with 12 years of industry experience. He has been with Hall Capital since 2013 and holds a Series 65 designation. Outside of his advisory role, he is a 50% owner of Island Adventures Inc., a bicycle rental business in Newport, Rhode Island, where he manages the website and bookkeeping. Hall Capital Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm employs a fundamental analysis-driven investment process with model portfolios focused on long-term capital appreciation and dividend income, complemented by actively managed fixed-income strategies. It is notable for integrating accounting and tax expertise into its advisory services, including in-house tax preparation and consulting.

Leonard Hirst II is a CFP®-certified financial advisor with 32 years of industry experience. He is the principal of Hirst Financial Independence Planning, Inc., where he has worked since 2016. Prior to this, he spent 12 years at CWM, LLC, and 20 years at Hirst Wealth Management, Inc. In addition to his financial advisory work, Leonard practices law as an attorney at his own law office. Hirst Financial Independence Planning, Inc. provides fee-only financial planning and wealth management services to individuals, high-net-worth clients, businesses, and charitable organizations. The firm manages client accounts on a discretionary basis, focusing on personalized investment policies and fundamental analysis to build diversified portfolios tailored to each client’s objectives and risk tolerances.

Christopher Resendes is a financial advisor at Clarity Retirement & Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his financial services career, he was employed by the Massachusetts Trial Court for 18 years. Clarity Retirement & Wealth, LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities without imposing a firmwide asset minimum. The firm uses tailored asset allocation combining proprietary and third-party model portfolios, delegating trading and research to sub-advisers while maintaining supervision and client servicing.

Victor Melfa Jr. is a financial advisor with Factor Investing Group in Newport, RI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advising, he serves as a trustee for his family trust and is a board member of a closely held family business; he also provides advisory support to a media company specializing in podcast production. Factor Investing Group delivers discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs an evidence-based, factor-oriented investment approach using quantitative methods, fundamental analysis, and macroeconomic assessment, typically implementing portfolios with low-cost ETFs and mutual funds.

Daniel Forbes is a CFP® professional with 16 years of industry experience. He has been with Forbes Financial Planning, Inc. since 2007 and also operates Forbes Insurance Agency. Outside of his advisory role, he serves on the board of directors for a home loan investment bank and acts as Lead Investor for I Got It Holdings Corp. Forbes Financial Planning serves individual and high-net-worth clients, trusts, estates, and qualified retirement plan sponsors by providing comprehensive financial planning, investment management, and pension consulting. The firm employs a customized, limited discretionary management approach primarily using no-load mutual funds and ETFs, and manages held-away accounts through third-party software.

David Allaire is a financial advisor with Mystic Asset Management in Warwick, RI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been affiliated with Mystic Asset Management since 2012 and The Retirement Planning Company of New England since 1996, and has also worked with Institutional Securities Corp since 2015. Outside of his advisory roles, he is a partner in a local real estate ownership and operations business. Mystic Asset Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as trusts, pension plans, nonprofits, and banks. The firm employs a variety of analytical methods and typically operates with discretionary authority, managing over $500 million in client assets.

Lisa Graham is a financial advisor at Dana R. Norman with one year of industry experience. She holds a Series 65 designation and has been a shareholder at Norman, Graham, & Digangi PC, a CPA firm, since 2004, where she performs tax and financial statement preparation, bookkeeping, and administrative duties. Dana R. Norman provides discretionary, individualized portfolio management and retirement-plan services to a range of clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates fundamental, mutual fund/ETF, and technical analysis, with portfolio management tailored to client objectives and regular reviews aligned with client circumstances and market conditions.

Jeffrey Gordon is a financial advisor at Slocum, Gordon & Co. LLP with 31 years of industry experience. He has been with the firm since 1978, totaling 48 years at Slocum, Gordon & Co. LLP. Slocum, Gordon & Co. LLP provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal government entities. The firm constructs customized portfolios combining asset allocation and security selection through fundamental, quantitative, qualitative, and technical analysis, and offers trustee services for client accounts.

Dennis O'Keefe is a CFP® professional with 22 years of experience advising clients at Successful Money Strategies Inc., a firm he has been with since 1993. He holds Series 63 and Series 65 licenses and also maintains a small residual insurance commission business as an insurance agent. Successful Money Strategies Inc. provides financial planning and discretionary investment management primarily for individuals, including high net worth clients, as well as select charities, trusts, and small businesses. The firm uses custom asset-allocation models focused on no-load mutual funds, Treasury bonds, and negotiable CDs, with accounts mainly custodied at Charles Schwab.

Andrew Sylvia is a financial advisor with CCM Investment Management, LLC in New Bedford, MA. He holds a Series 66 designation and has 10 years of industry experience. In addition to his advisory role, he works as an EMT providing urgent medical care and serves as a maintenance worker and campus security officer at local educational institutions. CCM Investment Management, LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, and business entities, managing approximately $20.5 million in client assets. The firm employs a primarily passive investment approach with strategic asset allocation based on academic models, supplemented by third-party model managers and quantitatively based tactical active management.

Frank Mcgoff is an executive vice president at Arlen Capital, LLC with 38 years of industry experience. He has been with Arlen Capital since 2001 and is also affiliated with Arlen Corporation and OSAIC Wealth, Inc. Mcgoff holds Series 63 and Series 65 licenses. Arlen Capital serves individuals, trusts, estates, retirement plans, and business entities by providing investment management, wealth planning, and analysis of third-party managed programs. The firm uses a model portfolio approach based on volatility sensitivity and emphasizes downside-risk measures in its ongoing manager evaluations.

Casey Tenney is a CFP® and Series 65-registered advisor at Datum Wealth Management with one year of industry experience. Prior to joining Datum Wealth Management in 2026, Casey worked at Coastline Trust Company for five years, Bank of America for three years, and Suntrust for two years. Datum Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on long-term strategies using low-cost, diversified mutual funds and ETFs, alongside individual stocks, bonds, and alternative investments when appropriate.

Laura Lincoln is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Datum Wealth Management since 2026 and previously held roles at Coastline Trust Company, Bank of America Private Bank, and Merrill. Datum Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on long-term strategies using low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and alternative investments when appropriate.

David Nabb is a financial advisor at Arlen Capital, LLC with 20 years of industry experience. He holds a Series 65 designation and has previously worked at Tercet Capital, LLC from 2005 to 2009. He has also been associated with Arlen Corporation since 2003. Arlen Capital serves individual clients, trusts, retirement plans, and business entities through investment management, wealth planning, and referrals to third-party managed programs. The firm uses a quantitative, risk-focused approach with model portfolios and customized asset allocations, combining discretionary and non-discretionary management tailored to client needs.

Mark Lavallee is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Financial Independence, LLC since 2009. He holds Series 63 and Series 65 licenses and is also employed by Digital Federal Credit Union in a fixed life insurance capacity. Financial Independence, LLC offers financial planning, wealth management through its BEST Life Planning Program, and pension consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a non-discretionary investment model focused on behavioral coaching, manager diversification, and a combination of tactical active and strategic passive strategies through third-party portfolio managers on the AssetMark platform.

Karen Bacon is a CFP® professional with over 32 years of experience in financial advising. She has operated independently since 2002 and is currently affiliated with Diversified Resources, LLC. Outside of advisory work, she serves as president and treasurer of a condominium association, handling building management and financial duties. Diversified Resources, LLC provides discretionary investment management and modular financial planning to individuals, high-net-worth clients, trusts, and pension plans. The firm uses tailored investment processes with risk-tolerance tools and model portfolios, delivering advisory services both directly and through SEI-managed platforms.

Michael Moeller is a financial advisor at Slocum, Gordon & Co. LLP with three years of industry experience. He holds a Series 65 designation and has worked at firms including Clearwater and UBS Investment Bank prior to joining Slocum, Gordon & Co. LLP. Slocum, Gordon & Co. LLP provides discretionary portfolio management and related advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm constructs customized portfolios using asset allocation and a variety of analytical approaches, managing accounts on a discretionary basis across multiple asset classes.

Donna Cournoyer is a financial advisor at Moore Financial Advisors, Ltd. with three years of industry experience. She holds a Series 65 designation and previously worked at Salve Regina University for 12 years in total. Moore Financial Advisors, Ltd. provides wealth management, portfolio management, and financial planning services to individuals, families, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm employs a primarily long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, supplemented by internal and third-party research and AI tools.