Elizabeth Garvey is a CFP® and holds a Series 65 license, with 20 years of experience in the financial advisory industry. She has been with Barry Investment Advisors, LLC since 2014. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing wealth management, comprehensive financial planning, and portfolio management services. The firm employs a Balanced Global Value investment approach that integrates equities, fixed income, and cash, using value-oriented equity selection based on extensive global data and traditional metrics, with asset allocation tailored to client risk profiles.

Connor Morenzi is a financial advisor at WealthCare Investment Partners LLC with seven years of industry experience and holds the Series 66 designation. He has previously worked at Eaton Vance Management, Columbia Management Investment Advisers, and Private Client Services, LLC. WealthCare Investment Partners provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a primarily long-term, model-driven investment process that utilizes low-cost, diversified mutual funds supplemented by ETFs, equities, and fixed income, managing client accounts on a discretionary basis with continuous monitoring and periodic rebalancing.

Brian Corriveau is a financial advisor at WealthCare Investment Partners LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 17 years before joining WealthCare Investment Partners and Private Client Services in 2018. Outside of his advisory roles, he is the president and owner of Brian N. Corriveau LLC, an investment practice, and is also a licensed insurance professional. WealthCare Investment Partners provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a primarily long-term, model-driven investment approach using diversified mutual funds, ETFs, equities, and fixed income, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Douglas Suhr is a Certified Financial Planner® with 21 years of industry experience. He is currently with Whitener Capital Management, Inc., where he has worked since 2020. His prior experience includes roles at Mercer Global Advisors Inc., TIAA-CREF, Fidelity, Charter Research & Investment Group Inc, and Charles Schwab. Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities by providing portfolio management, financial planning, and pension consulting services. The firm employs a conservative investment philosophy focused on quality and value, using modern portfolio theory and client-specific strategies to pursue capital preservation and risk-adjusted returns.

Russell Winthrop is a financial advisor at WealthCare Investment Partners LLC with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at LPL Financial and Private Client Services, LLC prior to his current role. WealthCare Investment Partners provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, model-driven investment approach, constructing customized portfolios primarily using low-cost, diversified mutual funds supplemented with ETFs, individual equities, and fixed income as appropriate.

Bethany Parker is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Barry Investment Advisors, LLC since 2018 and previously spent five years at LPL Financial. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a Balanced Global Value investment approach that combines equities, fixed income, and cash with a value-oriented equity selection process, tailoring asset allocation based on market valuations and client risk profiles.

Andrew Straus is a financial advisor at Barry Investment Advisors, LLC with one year of industry experience. He holds the Series 65 designation and previously worked in the education sector with Norton Public Schools and Wareham Public Schools. Barry Investment Advisors provides wealth management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm applies a Balanced Global Value investment approach that combines equities, fixed income, and cash with domestic and international exposure, using a value discipline grounded in Graham and Dodd principles.

Marc Bastien is a CFP® with two years of industry experience, currently serving at Axis Wealth Partners, LLC. Prior to joining Axis Wealth Partners, he worked at Randall Financial Group and has operated Good Counsel Tax Service, Inc., a tax preparation business. Axis Wealth Partners provides investment management, financial planning, pension consulting, and business consulting services to individuals, plan sponsors, and corporate clients. The firm manages approximately $377 million in discretionary assets and typically implements asset-class-based portfolios using index mutual funds and ETFs alongside fundamental and technical analysis.

Whitney Holland is a financial advisor with Barry Investment Advisors, LLC, holding a Series 65 credential and two years of industry experience. She has been with Barry Investment Advisors since 2015. Barry Investment Advisors provides wealth management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm applies a Balanced Global Value investment approach, combining equities, fixed income, and cash with domestic and international exposure, utilizing a value discipline based on Graham and Dodd principles.

John Lemme is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently a managing partner at Blue Chip Financial Advisors, LLC and has previously worked at Triad Advisors, Inc. for 19 years. Outside of advising, he is involved in insurance sales with multiple carriers. Blue Chip Financial Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm employs a client-directed, non-discretionary investment approach, offering portfolio management and broad financial planning supported by third-party research and custodial trading through Fidelity and a dually registered broker-dealer.

Daniel Da Ponte is a financial advisor at Axis Wealth Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with Axis Wealth Partners since 2013. Prior to joining the firm, he worked for the State of Rhode Island for 20 years. Da Ponte serves as a board member for the Greater Providence YMCA and Neighborhood Health Plan. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

Ruth Chicca is a CFP® professional with eight years of experience in financial advisory roles. She is currently with PlanVision, LLC and has previously worked at firms including Kestra Advisory Services LLC, LPL Financial LLC, and Webster Bank. Outside of advising, she is a licensed insurance agent involved in implementing insurance recommendations. PlanVision, LLC provides fee-only financial planning and consulting primarily to high-net-worth individuals. The firm emphasizes fundamental analysis and a long-term, simplified allocation strategy focused on passive investments, delivering advice rather than asset management through a subscription or flat-fee model.

Emanuel Pinheiro is a financial advisor at Axis Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Horizon Benefits LLC and NYLIFE Securities LLC. He also works as an independent contractor brokering commercial health and ancillary insurance products and provides consultation on employee benefit offerings. Axis Wealth Partners serves individuals, plan sponsors, and corporate clients with investment management, financial planning, pension consulting, and business consulting. The firm manages approximately $377 million in discretionary assets and employs a team-based approach that incorporates index mutual funds, ETFs, and various analytical methods.

Judith Higgins is a CPA and financial advisor with 24 years of industry experience. She is affiliated with Blue Chip Financial Advisors, LLC, a team-based firm of five advisors. Higgins has operated Higgins Financial Advisors, Inc. and served at Blue Chip Financial Advisors, LLP since 2001, and she has provided accounting and tax services through her CPA firm since 1990. Outside of finance, she is a shareholder and officer of Lincoln Bar & Grille. Blue Chip Financial Advisors, LLC offers investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm uses a client-directed, non-discretionary approach, combining long- and short-term strategies and emphasizes collaboration with accounting professionals and retirement-plan education.

Patrick Barry is a financial advisor at Barry Investment Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Barry Investment Advisors since 2014. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a Balanced Global Value investment approach, combining equities, fixed income, and cash with a value-oriented equity selection process based on extensive global company data and traditional valuation metrics.

Nolan Beattie is a financial advisor at WealthCare Investment Partners LLC in Portsmouth, RI, holding Series 65 and Series 66 licenses with four years of industry experience. He has worked with Private Client Services and WealthCare Investment Partners since 2022 and has been involved with the Tiverton School System since 2012. WealthCare Investment Partners provides wealth management, portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a primarily long-term, model-driven investment approach with customized portfolios featuring low-cost, diversified mutual funds, ETFs, equities, and fixed income instruments.

David Mailloux is a financial advisor with WealthCare Investment Partners LLC in Portsmouth, RI. He holds the Series 63 and Series 65 designations and has 40 years of industry experience, including 22 years at LPL Financial and eight years at WealthCare Investment Partners. Mailloux also serves as an advisor in fixed insurance. WealthCare Investment Partners provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to a range of clients, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, model-driven investment process using diversified mutual funds supplemented with ETFs, equities, and fixed income, managing over 1,800 clients with a six-advisor team.

Michael Moretti is a financial advisor with Blue Chip Financial Advisors, LLC, holding Series 65 and Series 66 licenses and 23 years of industry experience. He has worked at Blue Chip Financial Advisors LLP since 2003 and was affiliated with Triad Advisors, Inc. from 2005 to 2024. Outside of advising, he participates in insurance sales with multiple carriers. Blue Chip Financial Advisors serves individuals, trusts, corporations, retirement plans, and nonprofit entities by providing non-discretionary portfolio management and comprehensive financial planning. The firm operates a client-directed model, employs a mix of investment strategies, and maintains close ties to accounting professionals while offering retirement-plan education and workshops.

Jeffrey Bogosian is a financial advisor at 1 St Discount Brokerage, Inc. in Providence, RI, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with First Discount Brokerage, Inc. since 2003. Bogosian serves on the boards of the J. Arthur Trudeau Memorial Center and the Rhode Island Airport Corporation. 1st Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, employing a range of investment strategies guided by written policy statements. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, serving both high-net-worth and non-high-net-worth clients.

Michael Leonardo is a financial advisor at Axis Wealth Partners, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and was previously with Ameriprise Financial Services, Inc. for 15 years before joining Axis Wealth Partners in 2020. In addition to his advisory role, he is involved in insurance sales through Axis Risk Management. Axis Wealth Partners provides investment management, financial planning, pension consulting, and business consulting services to individuals, plan sponsors, and corporate clients. The firm manages approximately $377 million in discretionary assets and employs a team-based approach, typically utilizing index mutual funds and ETFs alongside fundamental, technical, and cyclical analysis.