George Newfield is a CFP® and CFA® with five years of industry experience. He has worked at Cornerstone Financial Management LLC since 2021 and previously spent seven years at Bank of America. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation with passive index funds and optional ESG considerations, and it offers services such as discretionary portfolio management, oversight of held-away accounts, and the use of outside sub-advisors.

Rick Campbell is a financial advisor with Financial Independence, LLC, holding the ChFC® designation and Series 66 license. He has 23 years of industry experience, including roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Cigna Financial Services. Campbell serves as a board member of the Trudea Memorial Foundation. 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 approach focused on behavioral coaching, manager diversification, and a mix of tactical active and strategic passive strategies, primarily utilizing third-party portfolio strategists on the AssetMark platform.

Timothy Geremia is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He has worked at Invest Track Financial, LLC since 2022 and previously spent 17 years at Coastline Trust Company. Invest Track Financial, LLC provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and small businesses. The firm uses a blend of passive and active investment strategies guided by modern portfolio theory and offers tailored portfolio management and planning within a small client base.

Scott Seidman is a financial advisor with The Retirement Planning Company of New England, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with The Retirement Planning Company of New England since 2013 and also operates Seidman Investment Advisors, LLC, which he founded in 2004. The Retirement Planning Company of New England provides investment advisory and financial planning services to individual clients, including high-net-worth households, as well as trusts, pension plans, and other institutional clients. The firm employs a range of investment strategies and offers discretionary and non-discretionary portfolio management tailored to clients’ objectives and risk tolerance.

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.

Michael Abbood is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Veritas Wealth Management and previously worked at Commonwealth Financial Network and Edward Jones. Abbood is based in North Kingstown, Rhode Island. Veritas Wealth Management offers financial planning, discretionary wealth management, and Unified Managed Account services for individual and retirement-plan clients. The firm constructs portfolios using individual equities, fixed income, mutual funds, and ETFs, tailoring allocations to client objectives and risk tolerance with ongoing monitoring and periodic reviews.

Kevin Arruda is a CFP® and CFA® with eight years of industry experience. He is a financial advisor at Cornerstone Financial Management LLC in Burlington, MA, where he has worked since 2021. Prior to joining Cornerstone, he spent seven years at Bank of America. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as for pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory and emphasizes asset allocation with passive index funds, incorporating ESG considerations upon client request.

Leonard Hirst II is a CFP® with over 30 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 has operated the Law Office of Leonard T.A. Hirst, II as an attorney since 2003. He also serves as a notary public. Hirst Financial Independence Planning, Inc. offers fee-only financial planning and discretionary wealth management services to individuals, high net worth clients, businesses, and charitable organizations. The firm employs individualized investment policies and fundamental analysis, managing accounts primarily on a discretionary basis with regular quarterly reviews.

Thomas Abbood is a financial advisor at Veritas Wealth Management with 12 years of industry experience. He previously worked at Edward Jones for nine years and Commonwealth Financial Network for three years. He holds a Series 66 designation. Veritas Wealth Management provides financial planning, discretionary wealth management, and Unified Managed Account services for individual and retirement-plan clients. The firm constructs portfolios using individual equities, fixed income, mutual funds, and ETFs, tailoring allocations based on client objectives and risk tolerance.

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.

Lisa Picillo is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Spinnaker Asset Management Inc. She has worked at Purshe Kaplan Sterling Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and National Financial Services, LLC. Picillo is also the owner of Picillo Advisors LLC, a holding company. Spinnaker Asset Management is a state-registered advisory firm managing approximately $38.7 million for around 178 clients. The firm serves individual and high-net-worth clients using a core-and-satellite investment approach with model portfolios primarily implemented through ETFs and supplemented by selected satellite securities.

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 Series 65-licensed advisor at Dana R. Norman with over 22 years of experience at Norman, Graham & DiGangi PC, a CPA firm where she serves as a shareholder with administrative duties including tax and financial statement preparation, bookkeeping, and scheduling. She has been with Dana R. Norman since 2025. Dana R. Norman provides discretionary, individually tailored portfolio management and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $103.9 million in client assets and integrates fundamental, mutual fund/ETF, technical, and cyclical analysis in portfolio construction.

Jeffrey Gordon is a financial advisor with Slocum, Gordon & Co. LLP in Newport, RI, holding 30 years of industry experience. He has been with the firm since 1978. Slocum, Gordon & Co. LLP provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm uses a disciplined approach combining asset allocation with fundamental, quantitative, qualitative, and technical analysis to manage customized portfolios on a discretionary basis.

Dennis O'Keefe is a CFP® with 21 years of industry experience and has been the sole advisor at Successful Money Strategies Inc since 1993. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he also receives residual insurance commissions and acts as an insurance agent, facilitating client contact with insurance companies. Successful Money Strategies, Inc. provides financial planning and discretionary investment management primarily to individuals, including high net worth clients, as well as a limited number of charities, trusts, and small businesses. The firm employs custom asset-allocation models, focusing on no-load mutual funds, Treasury bonds, and negotiable CDs, with trading occurring approximately 2–3 times per year.

Tamara Notarianni is a financial advisor at Cornerstone Financial Management LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Spinnaker Asset Management Inc., Northwestern Mutual, and various positions outside the financial sector. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation with passive index funds and optional ESG considerations, and incorporates outside managers and technology-driven portfolio oversight.

Armand Spaziano is a CFA® charterholder with 32 years of industry experience. He is currently with Creative Resources Investment Advisors LLC, where he has worked since 2017, and also serves as president of Alluvion Brands, LLC, a privately held management consulting company. His prior experience includes leadership roles at Spagus Capital Partners, LLC and Roman Capital Partners, LLC. Creative Resources Investment Advisors primarily serves individual and high-income clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, value-oriented investment approach that incorporates Modern Portfolio Theory and blended strategic/tactical asset allocation, tailoring portfolios to client constraints and using tools such as Monte Carlo simulations for planning.

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.