Joshua Madden is a Series 65-licensed financial advisor with four years of industry experience. He is currently affiliated with Lansdowne Wealth Management, LLC and Dunhill Financial, Ltd., and has held positions at several firms including Hoxton Wealth USA and BFMI & BFMCL. Outside of his advisory roles, Madden serves in leadership and committee positions with the Adur Ukraine Support Association, a UK-based organization supporting displaced Ukrainians and promoting Ukrainian culture. Lansdowne Wealth Management serves individual and high-net-worth clients, managing approximately $227.7 million in discretionary assets across about 357 accounts. The firm provides discretionary portfolio management and financial planning with a client-specific Investment Policy Statement, utilizing a combination of charting, fundamental, technical, and cyclical analysis along with both long- and short-term strategies.

Eric Wilson is a CFA® charterholder and Series 63 registered advisor with over 10 years of professional experience spanning financial services and analytical roles. He has worked at Washington Trust Company, Raymond James Financial Services, and Sensata Technologies, among others. Wilson serves on the board and finance committee of Wood River Health Services, a federally qualified health center. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to individuals, high-net-worth clients, and institutional entities. The firm employs both fundamental and technical analysis and offers tailored investment strategies aligned with client objectives and risk tolerances.

Peter Wallace is a financial advisor with Professional Planning Group in Westerly, RI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with New England Professional Planning Group and Raymond James Financial Services since 1998. Outside of his advisory role, he is involved with Katrina A. Wall, DMD, LLC. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, endowments, and foundations. The firm manages approximately $1.17 billion in client assets and combines fundamental and technical analysis with both long- and short-term strategies tailored to client goals and risk tolerances.

Andrea Spieth is a financial advisor with Professional Planning Group in Westerly, RI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Raymond James Financial Services and Webster Investments and has been with Professional Planning Group since 2019. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, endowments, and foundations. The firm manages approximately $1.17 billion in client assets and employs both fundamental and technical analysis within tailored investment strategies.

Robin Lakey White is a CFP® with 13 years of industry experience, currently serving at Lansdowne Wealth Management, LLC. Her prior experience includes roles at UBS Financial Services Inc and Bank of America. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, using both long- and short-term strategies, and maintains a notable non-U.S. client base.

Ann Herrero is a CFP® with 26 years of industry experience. She has worked at Dunhill Financial since 2024 and previously spent nine years with Ameriprise Financial Services, Inc. Herrero also joined Lansdowne Wealth Management, LLC in 2025. Dunhill Financial provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary portfolio management, model portfolios, and a hybrid robo-advisory platform that integrates algorithmic allocations with portfolio manager oversight.

Stephen Poplaski is a CFP® and PFS™ credentialed advisor with 18 years of industry experience. He has worked at Washington Trust Advisors since 2025 and previously spent nine years at Johnson & Wales University and 21 years at Lighthouse Financial Management, LLC. He also operates a CPA practice that has been active since 1983. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, providing wealth management, financial planning, and portfolio management services. The firm offers tailored discretionary portfolios, model portfolios, and tax planning for certain Rhode Island clients, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

Christopher Wallace is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with the Professional Planning Group and Raymond James Financial Services since 2002. Wallace is based in Westerly, Rhode Island, and his role includes trading, client service, and client reviews. Professional Planning Group offers discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, endowments, and foundations. The firm manages approximately $1.17 billion in client assets and integrates fundamental and technical analysis with both long- and short-term strategies tailored to client goals and risk tolerances.

David Aballo is a CFA® charterholder and Series 63 licensed financial advisor with three years of industry experience. He is currently with Professional Planning Group in Westerly, RI, and has prior work history at The Washington Trust Company. Professional Planning Group serves individuals, trusts, estates, charitable organizations, corporations, endowments, and foundations with discretionary and non-discretionary portfolio management, financial planning, and trustee-related services. The firm offers educational workshops and multiple advisory programs, tailoring investment strategies to client objectives through fundamental and technical analysis.

James Maynard is a financial advisor at Washington Trust Advisors with six years of industry experience. He previously worked at Napatree Capital LLC for seven years and held roles at MResult Corp. and SVB Financial Group. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using mutual funds, ETFs, equities, fixed income, and options, and operates within a bank holding company structure that provides access to affiliated trust and custodial services.

Brian Dunhill is a financial advisor with Lansdowne Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has held roles at multiple firms including BFMI & BFMCL and Concert Wealth Management, and he is involved with Dunhill Financial Ltd as well as serving as secretary of the Adrian Leeds Group. Dunhill is a board member of the American Club of Brussels and the Sharkey Foundation and is a member of the Forbes Finance Council. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm uses a mix of charting, fundamental, technical, and cyclical analysis, employs both long- and short-term strategies, and maintains a substantial non-U.S. client base.

Patrick Connelly is a financial advisor with Professional Planning Group, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Pioneer Financial Group and Securian Financial Services before joining Professional Planning Group and Raymond James Financial Services in 2019. Connelly serves as a board member and finance committee member of the Westerly Education Endowment Fund, which provides grants to enhance educational experiences for local students. Professional Planning Group offers discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $1.17 billion in assets and employs both fundamental and technical analysis, tailoring investment strategies to client goals and risk tolerances.

Bryan Pitney is a CFP® with 18 years of industry experience, currently affiliated with Professional Planning Group. His prior work includes roles at Charles Schwab and TD Ameritrade. He is based in Westerly, RI. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $1.17 billion in client assets and employs both fundamental and technical analysis with customized investment strategies.

Isa Hantzsch is a financial advisor at Lansdowne Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked with multiple firms, including Dunhill Financial, LLC, where she serves as Compliance Officer while remaining dually registered with both firms. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm uses a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, and manages approximately $227.7 million in discretionary assets across a seven-advisor team.

Aaron Wade is a CFP® professional with 13 years of industry experience, currently serving at Washington Trust Advisors. He previously worked for 11 years at Lighthouse Financial Management. Outside of his advisory role, Wade is active as a pianist and serves as a choir director at North Kingstown United Methodist Church. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients. The firm offers tailored discretionary portfolios and a thematic equity strategy, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

Robert Henderson is a CFP® professional with 19 years of industry experience, currently serving at Lansdowne Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and works from Mystic, CT as part of a six-advisor team. Lansdowne Wealth Management serves individuals and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a blend of charting, fundamental, technical, and cyclical analysis to implement client plans and emphasizes portfolio construction, asset allocation, and ongoing monitoring.

At Always Ready Financial Planning, our mission is to serve those who’ve served—empowering Senior Military Officers, Veterans, and their families to confidently navigate the transition from military to civilian life. Founded by Coast Guard veteran Joseph Brown, our firm is built on 25 years of service, guided by the motto Semper Paratus—“Always Ready.” We understand that financial transitions are deeply personal, especially after a career of selfless service. Inspired by stories of fellow officers facing retirement uncertainty—including homelessness and hardship—Joseph became a Certified Financial Planner® and Military Qualified Financial Planner® to make a difference where it matters most. Our values shape everything we do: • Service Above Self – Your mission becomes ours. • Preparedness as a Promise – We plan ahead, so you’re never caught off guard. • Family First – We align your finances with what matters most. • Focus on What Matters – Tune out the noise, take control of your future. • Money as a Tool, Not a Goal – Let your values lead your financial decisions. We provide comprehensive, values-driven financial planning tailored to your unique journey—whether that means maximizing military benefits, preparing for retirement, or building a lasting legacy. Our process begins with a no-pressure consultation and continues with personalized support every step of the way. Our vision is simple: to be the trusted financial partner for military families transitioning to their next chapter—providing clarity, purpose, and peace of mind, one plan at a time.

Kamaljit Somal is a financial advisor with Lansdowne Wealth Management, LLC, holding a Series 65 license and having four years of industry experience. His career includes roles at Dunhill Financial, Ltd. and Dunhill Financial, LLC, as well as service with the Royal Air Force. Lansdowne Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm uses a combination of charting, fundamental, technical, and cyclical analysis in its investment approach and manages approximately $227.7 million in discretionary assets.

Carl Reidemeister is a financial advisor at St. Bernard Financial Services, Inc. with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining St. Bernard, he worked at Brooklight Place Securities for eight years and has owned Financial Consulting, LLC since 1987. He also owns Xtreme Mobile Adventures, a business involved in advertising and marketing outdoor products. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and client involvement in portfolio decisions.

Matthew Farrell is a CFP® professional with 20 years of industry experience. He is currently with Facet Wealth, where he has worked since 2021, and has held roles at TIAA-CREF since 2014. Facet Wealth serves individual members across various wealth levels, providing tiered, subscription-based financial planning and implementation services with a focus on holistic financial planning and discretionary asset allocation primarily using ETFs. The firm operates with a fixed subscription fee model and incorporates technology-driven features such as machine-learning recommendations for employer plan accounts.