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 seven years of industry experience. He holds a Series 65 designation and previously worked at Napatree Capital LLC and MResult Corp. before joining Washington Trust Advisors. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs a multi-faceted investment process that includes asset allocation, manager selection, and analysis across various asset classes, while also offering specialized strategies and integration with legacy managers.

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.

Daniel Di Clementi is a financial advisor at FCIG Wealth Management, LLC with experience at Massucci & Associates, LLC, Marcum Wealth, LLC, and PwC. He holds a Series 65 designation and has been in the financial industry since 2019. FCIG Wealth Management serves individuals, including high-net-worth clients, as well as corporations and business entities, providing wealth management through discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs according to clients’ objectives, risk tolerances, and time horizons.

Aaron Wade is a CFP® professional with 14 years of industry experience. He is currently an advisor at Washington Trust Advisors and previously worked at Lighthouse Financial Management and Ameriprise. Outside of his advisory role, Wade is 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, trusts, estates, retirement plans, and institutional clients. The firm emphasizes asset allocation, manager selection, and a combination of fundamental, technical, and qualitative analysis across various investment vehicles.

Ryan Bouchard is a financial advisor at FCIG Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining FCIG Wealth Management in 2024, he worked at Cambridge Investment Research Advisors and Ic Advisory Services Inc. Outside of advisory services, he is an independent insurance agent with First Casualty Insurance Agency. FCIG Wealth Management serves individuals, including high-net-worth clients, as well as corporations and business entities. The firm offers wealth management with discretionary asset management and financial planning, utilizing sub-advisors and a third-party platform to manage a range of assets tailored to clients’ objectives and risk tolerances.

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.

Shane Clarke is a financial advisor with Prosperity Capital Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at firms including FSC Wealth Advisors and Geneos Wealth Management Inc. Outside of his advisory work, Clarke is a soccer coach with the Northeast Rush Soccer Club. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, broker/dealer customers, and separate advisors. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing model suites from providers such as BlackRock, Dimensional, and Vanguard, alongside advisor-directed portfolios and third-party sub-advisors.

Peter Sarner is a financial advisor at B. Riley Wealth Advisors, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at B. Riley Wealth Advisors since 2007, including roles at B. Riley Wealth Management and National Securities Corporation. He is also the owner and chairman of Sarner Wealth Management, LLC, which focuses on marketing advisory services. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs and financial planning services implemented through both proprietary and third-party investment models.

Christopher Rusaw is a financial advisor with StoneX Advisors Inc., holding a Series 66 designation and two years of industry experience. He has been with StoneX Advisors since 2024 and has additional experience at StoneX Securities Inc. Apart from his advisory role, he teaches 8th grade Early American History and leads an afterschool Financial Fun Club at the Plainfield Board of Education. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management, financial planning, and consulting services. The firm utilizes both proprietary and third-party investment strategies and operates within the broader StoneX Group, offering integrated clearing, custody, and lending capabilities.

Tricia Fiore is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked at Avantax Advisory Services and related entities for seven years and operates Tricia Fiore CPA, LLC, providing tax planning, preparation, bookkeeping, and payroll services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio strategies and custodial platforms.

Jeffrey Sullivan is a financial advisor with Hightower Advisors in Norwich, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Hightower Securities, LLC and HighTower Advisors LLC since 2010. Sullivan also serves as a director for AIM House and Bridge Entertainment, both on a voluntary basis. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment options.

George Coleman is a financial advisor with First Command Advisory Services in New London, CT. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his advisory role, he served 28 years in the US Army and has worked as a cybersecurity analyst and military consultant. He is also co-owner of a yoga instruction business managed by his wife. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, with portfolio management led by a centralized Investment Management Team and Wealth Portfolio Managers.

Christopher Aldrich is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Integrated Wealth Concepts since 2017 and has previous experience with LPL Financial and Axa Advisors, LLC. Aldrich is also involved in owning and managing private business entities unrelated to his advisory work. Integrated Wealth Concepts LLC 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, family office, and retirement plan advisory services, employing a long-term investment approach with both internally managed and third-party recommended strategies.

Paulette Retsinas is a CFP® with over 40 years of experience in the financial industry. She is affiliated with OSAIC Institutions, INC. and has worked with Chelsea Groton Savings Bank and Infinex Investments, Inc. for the past 20 years, as well as Citizens Securities, Inc. for seven years prior. Outside of her financial advisory role, she is involved in the distribution of essential oils through Young Living. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser and broker-dealer model.

William Beyer is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and nine years of industry experience. He has worked at Foundations Investment Advisors LLC and Premium Planning Professionals since 2023 and previously spent 15 years at Bankers Life & Casualty and six years at Bankers Life Securities. Beyer is also president of Premier Planning Professionals, where he provides insurance and annuity solutions along with non-legal estate planning administrative services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, with services delivered through a large network of affiliated offices and representatives.

James Thomas is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His career includes roles at Infinex Investments, Inc., Harvest Capital Advisors, LLC, and New England Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive model that emphasizes firm supervision and client choice over discretionary authority.

Steven Ayer is a financial advisor with Hightower Advisors in Norwich, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Morgan Stanley for one year before joining Hightower in 2010. Outside of advisory work, he serves as chairman of the board for Farmers Cow Development Corp., a company planning to franchise retail food stores nationally. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, and supports offerings including discretionary and non-discretionary portfolio management and retirement plan consulting.

Mary Neary is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and Cetera Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides both digital and managed account investment options and operates as a broker-dealer and insurance agency.