Mark Michna is a CFA® charterholder with two years of industry experience. He has worked at Sightline Wealth Advisors, LLC since 2023 and previously spent 19 years at Prospect Partners, LLC. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management, strategic asset allocation, and fundamental analysis, using a range of investment vehicles including ETFs, mutual funds, individual securities, and alternatives when appropriate.

Geraldine Cunningham is a financial advisor with First Financial Advisory Services Inc. She holds a Series 63 designation and has 43 years of industry experience. Her work history includes roles at Cetera Advisors LLC and First Allied Securities, Inc. She is a member of the Estate Planning Council of Rhode Island and serves as a FINRA arbitration arbitrator. First Financial Advisory Services, Inc. provides portfolio management and financial planning to individual investors, families, and small businesses, managing approximately $250 million in client assets. The firm employs a value-oriented, long-term investment approach that combines strategic and tactical asset allocation with fundamental analysis when appropriate.

Theodore Parker is a financial advisor at Sound Portfolio Advisors, LLC in Mystic, CT, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 26 years of industry experience and has worked with American Express Financial Advisors Inc., Ids Life Insurance Company, and Chemical Bank. Sound Portfolio Advisors provides discretionary investment management and advisory services to individuals, high net worth clients, trusts, and estates. The firm emphasizes asset-allocation driven portfolios using low-cost mutual funds and ETFs, tailoring investments to client goals and tax considerations.

Todd Wokoske is a financial advisor with Professional Planning Group in Westerly, RI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Decisive Wealth Management, Commonwealth Financial Network, and Park Avenue Securities. Outside of his advisory work, he is involved in property management as an owner of rental real estate. 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, and charitable organizations. The firm combines fundamental and technical analysis with tailored investment strategies, managing approximately $1.17 billion in client assets.

Reuben Woods is a financial advisor at Lansdowne Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Twine Financial Advisers and Dunhill Financial, LLC. Woods has experience relocating internationally, including time spent in London. Lansdowne Wealth Management serves individuals and high-net-worth clients, providing discretionary portfolio management and financial planning through a team of six advisors. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to implement client plans, with a focus on portfolio construction, asset allocation, and ongoing monitoring.

Larry Henderson is a Series 65-licensed financial advisor with Washington Trust Advisors, bringing one year of industry experience. Prior to joining Washington Trust Advisors, he worked at Lighthouse Financial Management, LLC. He also serves as a board member and director at Rhody Christian Fellowship, where he acts as a chaplain and campus minister. 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 designs tailored discretionary portfolios and provides access to affiliated trust and custodial services through its parent company, The Washington Trust Company.

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.