Nolan Beattie is a financial advisor at Wealthcare Investment Partners LLC in Portsmouth, RI, holding Series 65 and Series 66 licenses with three years of industry experience. He has worked in private client services since 2022 and has been involved with the Tiverton School System since 2012. Wealthcare Investment Partners LLC provides wealth management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, trusts, and corporations. The firm employs a long-term, model-based investment strategy focused on low-cost, diversified mutual funds, supplemented with ETFs, stocks, and bonds, and manages approximately $655 million on a discretionary basis.

David Mailloux is a financial advisor with Wealthcare Investment Partners LLC in Portsmouth, RI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at LPL Financial, LLC for 22 years before joining Wealthcare Investment Partners and Private Client Services, LLC in 2018. Wealthcare Investment Partners LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a primarily long-term, model-based investment approach focused on low-cost, diversified mutual funds, supplemented by ETFs, selected individual stocks, and bonds, with discretionary oversight and periodic rebalancing.

Dennis Mcguire is a financial advisor with Mcguire Wealth Management in Wakefield, RI, holding a Series 63 designation and over 53 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Mcguire Wealth Management in 2018. Mcguire Wealth Management serves individuals, families, businesses, and retirement plans with wealth management and portfolio management services, employing a value-oriented investment approach that combines fundamental, technical, and quantitative analysis with a long-term holding strategy. The firm manages approximately $819 million in client assets on a discretionary basis and operates a formal wrap-fee program with a substantial asset entrance threshold.

Daniel Beaudette is a financial advisor at Transcend Capital Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Black Point Wealth Management and Commonwealth Financial Network. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers holistic financial planning and portfolio management with an investment approach focused on long-term, diversified asset allocation across various marketable and non-marketable investments.

Angela Garcia is a financial advisor with Young Richard C & Co Ltd in Newport, RI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Citizens Securities, Inc. since 2015 and Citizens Bank since 2014. Outside of her advisory role, she performs as a cantor and singer for mass at St. Joseph's Church. Young Richard C & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, offering various firm-designed portfolio programs. The firm employs a multi-faceted investment process emphasizing asset allocation and manages approximately $1.56 billion in discretionary assets across seven advisors.

Jennie Spurlock is a CFP® with eight years of industry experience, currently serving as an advisor at William Mack & Associates Inc since 2019. She previously worked at Plante Moran Financial Advisors and has been involved in various agricultural and supply businesses, including ownership and management roles in several farming and welding supply companies. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for nearly 1,000 clients through a team of ten advisors. The firm focuses on diversified, tax-efficient, low-cost investment strategies using no-load mutual funds and ETFs, serving individuals, trusts, and retirement plans.

Derek Doo is a financial advisor at Wealthcare Investment Partners LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 15 years before joining his current firm in 2020. He is involved in financial planning and life insurance advisory services as an owner and planner. Wealthcare Investment Partners LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, model-based investment approach using low-cost mutual funds supplemented by ETFs, selected stocks, and bonds, with ongoing discretionary oversight and periodic rebalancing.

Justin Silvia is a financial advisor at Richard C. Young & Co., Ltd. with one year of industry experience. He holds a Series 65 designation and joined the firm in 2024. Prior to his advisory role, he spent seven years working at The Red Dory Restaurant and four years at Tiverton High School. Richard C. Young & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, offering a range of firm-designed portfolio programs. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, quantitative, and qualitative analysis, managing approximately $1.56 billion in discretionary assets across seven advisors.

Adam Avila is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Pallas Capital Advisors, LLC and has prior experience at Purshe Kaplan Sterling Investments and Prudential Financial Planning Services. Avila also sells insurance and annuity products to assist clients with their financial objectives. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, fiduciary approach to portfolio construction, utilizing ETFs, mutual funds, stocks, bonds, and alternative investments, and offers a range of wealth management and financial planning services.

Jason Rosenberg is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Santander Securities and Santander Bank since 2017, and prior to that was with CCO Investment Services Corp. His career has been focused within the Santander organization for the past several years. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and a centralized service team.

Christine Canapari is a financial advisor at Mariner Independent with 21 years of industry experience. She holds the ChFC® designation and Series 65 license. Her prior work includes roles at Strategic Point Investment Advisors, LLC and AdvicePeriod, LLC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, supported by institutional and retirement plan resources and affiliated investment relationships.

Athol Cochrane is a financial advisor with Pallas Capital Advisors, LLC and Purshe Kaplan Sterling Investments, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Wealth Solutions, LLC and The Prudential Insurance Company of America. He serves as president of the St. Johns College Foundation, a nonprofit organization involved in investment-related fundraising. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, employing a primarily long-term fiduciary approach with diversified portfolio construction.

Zachary Rioux is a Series 66-licensed financial advisor with IP Financial Advisory Services LLC in Westport, MA, where he has worked since 2019. He has nine years of industry experience and also serves as president of South Coast Entertainment, an event services company. His prior experience includes roles at Innovation Partners LLC and New England Fisheries. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of discretionary portfolio management and referrals to third-party investment advisors, focusing on non–high-net-worth individuals.

Garret Quillen is a financial advisor with Pallas Capital Advisors, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, United Planners Financial Services of America, and Thompson Insurance Group. Outside of his advisory work, he owns an auto detailing business and is a licensed notary. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and retirement plans, employing a long-term fiduciary approach with diversified investment strategies.

Robert Breslin III is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, Rhb LLC dba Financial Life Planning, Financial Architects Partners, Sorrento Pacific Financial, LLC, and Dedham Savings Bank. Outside of advisory work, he manages real estate properties through Prospect Street Properties. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, with investment oversight conducted by a dedicated committee.

Christopher Adam is a financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Pallas Capital Advisors since 2023 and at Adam Financial LLP since 2020, where he also serves as a staff accountant providing tax services. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, primarily serving individuals, trusts, estates, and retirement plans with a long-term, fiduciary investment approach.

Jordan Perdigao is a financial advisor at Capital Analysts with six years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Lincoln Investment and Santander Securities. Perdigao is also involved with Crump as an Independent Marketing Organization (IMO) representative for fixed annuities and life, long term care, and disability insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, utilizing in-house investment management and proprietary screening processes, and supports various advisor-managed models and third-party managers.

John Edwards is a financial advisor with RMR Wealth Builders, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining RMR Wealth Builders, he worked at Ivy Wealth Management, Inc. and Aspire Financial Services. Edwards serves as a town councilor for Tiverton, Rhode Island. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a combination of discretionary and non-discretionary strategies.

Richard Lewis is a financial advisor at Robertson Stephens with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at HighTower Securities for eight years. Outside of his advisory role, he is the CEO of StudentTicket, a nonprofit that aims to connect students to local communities. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm manages discretionary and non-discretionary portfolios, offering planning services such as tax and estate planning, and uses both in-house and third-party investment management, serving clients with $8.76 billion in assets under management as of year-end 2025.

Richard Bauchspies Jr. is a CFA® charterholder with 33 years of industry experience. He has been with The Burney Company in Portsmouth, RI since 1992. The Burney Company serves mostly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs proprietary fundamental and quantitative models within a multi-team platform, offering discretionary equity portfolio management, financial planning, and tax preparation through an affiliated CPA firm.