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.

Liam Timmons is a CFP® with 18 years of industry experience and the sole advisor at Timmons Wealth Management, a firm he has led since 2012. Based in Attleboro, MA, he holds a Series 65 license and focuses on comprehensive financial planning and investment management. Timmons Wealth Management provides discretionary investment management and integrated financial planning to individuals, small businesses, and charitable organizations. The firm manages approximately $145 million in discretionary assets and emphasizes customized asset allocations combined with fundamental and macroeconomic analysis, integrating individualized financial planning into its wealth management services.

James Mayer is a financial advisor at FamilyWealth Asset Management with five years of industry experience. He holds a Series 65 designation and has previously worked at Voya Financial and Freedom America Retirement Services of New England, where he also serves as president, offering fixed insurance products. FamilyWealth Asset Management serves individual and institutional clients, providing discretionary and non-discretionary portfolio management alongside retirement plan consulting and access to insurance products. The firm employs a multi-asset, dynamic investment approach that combines passive core exposures with higher-conviction active and alternative strategies.

Jason Clary is a financial advisor at Clary Financial, Inc. with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Clary Financial since 2014, as well as with Clary Investment and Insurance Planning Corp., MML Investors Services, Inc., and Massachusetts Mutual Life Insurance Company. Clary Financial, Inc. is an independent registered investment adviser serving individuals, trusts, retirement plans, and corporations. The firm manages approximately $92.9 million in assets for 439 clients, focusing on retirement and financial planning and discretionary portfolio management using a long-term, fundamental-analysis approach with primarily no-load mutual funds and ETFs.

Vannak Sao is a financial advisor at Proactive Financial Solutions 360, LLC, holding Series 63 and Series 65 licenses with two years of industry experience. He has a background that includes operating his own sole proprietorship and involvement with All Star Staffing, LLC. Outside of advisory work, he concurrently runs an accounting and tax-preparation practice. Proactive Financial Solutions 360 offers discretionary asset management, financial planning, consulting, and ERISA retirement-plan advisory services to individuals and businesses. The firm tailors investment programs based on client goals, time horizon, and risk tolerance, utilizing fundamental, technical, charting, and cyclical analysis, with quarterly reviews that include rebalancing and tax-loss harvesting.

Leonard Hirst II is a CFP®-certified financial advisor with 32 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 20 years at Hirst Wealth Management, Inc. In addition to his financial advisory work, Leonard practices law as an attorney at his own law office. Hirst Financial Independence Planning, Inc. provides fee-only financial planning and wealth management services to individuals, high-net-worth clients, businesses, and charitable organizations. The firm manages client accounts on a discretionary basis, focusing on personalized investment policies and fundamental analysis to build diversified portfolios tailored to each client’s objectives and risk tolerances.

Christopher Gauthier is a CFP® professional with seven years of industry experience, currently serving at Proactive Financial Solutions 360, LLC in North Attleboro, MA. He has prior experience at firms including Corrigan Financial and Castro, Thresher and Oliviera P.C., and also owns and directs a tax and accounting services business. Proactive Financial Solutions 360 provides discretionary asset management, financial planning, retirement-plan advisory services, and consulting to individuals and businesses. The firm utilizes a combination of fundamental, technical, charting, and cyclical analysis in tailoring investment programs, incorporates quarterly portfolio reviews, and offers comprehensive financial planning for clients managing $250,000 or more in assets.

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.

Michael Curtis is a financial advisor at Cornerstone Investment Services with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Vestech Securities, Inc., Cornerstone Investments, and Cantella & Co Inc. since 2008. Cornerstone Investment Services serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering portfolio management, investment consulting, and financial planning. The firm employs a variety of investment strategies, including long- and short-term trading, ETF investments, and options writing, with portfolio decisions guided by fundamental, technical, charting, and cyclical analysis.

Lisa Graham is a financial advisor at Dana R. Norman with one year of industry experience. She holds a Series 65 designation and has been a shareholder at Norman, Graham, & Digangi PC, a CPA firm, since 2004, where she performs tax and financial statement preparation, bookkeeping, and administrative duties. Dana R. Norman provides discretionary, individualized portfolio management and retirement-plan services to a range of clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach incorporates fundamental, mutual fund/ETF, and technical analysis, with portfolio management tailored to client objectives and regular reviews aligned with client circumstances and market conditions.

Edward Viar is a financial advisor with The Retirement Planning Company of New England, Inc. in Providence, RI, holding 24 years of industry experience. He practices within a firm of three advisors that manages approximately $336 million in client assets across more than 570 client relationships. The Retirement Planning Company of New England provides investment advisory services primarily to individual clients—including high-net-worth and non-high-net-worth—as well as institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofit organizations, and corporations. The firm offers discretionary portfolio management tailored to clients’ objectives, using fundamental, technical, charting, and cyclical analysis, and manages diversified portfolios including equities, bonds, mutual funds, ETFs, options, structured products, REITs, and variable annuities.

Dennis O'Keefe is a CFP® professional with 22 years of experience advising clients at Successful Money Strategies Inc., a firm he has been with since 1993. He holds Series 63 and Series 65 licenses and also maintains a small residual insurance commission business as an insurance agent. Successful Money Strategies Inc. provides financial planning and discretionary investment management primarily for individuals, including high net worth clients, as well as select charities, trusts, and small businesses. The firm uses custom asset-allocation models focused on no-load mutual funds, Treasury bonds, and negotiable CDs, with accounts mainly custodied at Charles Schwab.

Armand Spaziano is a CFA®-chartered financial advisor with over 33 years of industry experience, currently serving at Creative Resources Investment Advisors LLC. He has held roles at several firms including Spagus Capital Partners LLC and Roman Capital Partners LLC, and he is also president of Alluvion Brands, a management consulting company. Creative Resources Investment Advisors provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting primarily to individual and high-net-worth clients. The firm employs a long-term, value-oriented investment approach within an asset allocation framework and offers tailored account supervision and regular client portfolio reviews.

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.

Vito Capuano is a financial advisor with Signet Investment Advisory Group, Inc., holding a Series 65 credential and one year of industry experience. His prior work includes roles at Liberty University, Roger Williams University School of Law, and the Rhode Island Bulldogs. Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs both fundamental and technical analysis to develop individualized investment strategies and serves as a discretionary fiduciary for certain ERISA plans.

Jason Siperstein is a CFP® and CFA® with 14 years of industry experience. He is the sole advisor at Eliot Rose Wealth Management, LLC in Providence, RI, where he has worked since 2011. Eliot Rose Wealth Management serves individuals near retirement, current retirees, and families focused on legacy planning by providing comprehensive financial planning and discretionary asset management. The firm emphasizes a planning-first approach and personalized investment decisions executed through diversified, strategic asset allocation with ongoing monitoring and periodic rebalancing.

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.

Laura Lincoln is a CFP® and holds a Series 66 license with five years of industry experience. She has worked at Datum Wealth Management since 2026 and previously held roles at Coastline Trust Company, Bank of America Private Bank, and Merrill. Datum Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on long-term strategies using low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and alternative investments when appropriate.

Manuel Rezendes is a financial advisor at Bountiful Investment Management LLC with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Bountiful Investment Management since 2015. He also serves as Regional Director at Euclid Financial Services, focusing on insurance and fixed product planning. Bountiful Investment Management serves individual and high-net-worth clients through asset management with recommended third-party sub-advisers, written financial planning, and educational seminars. The firm operates primarily on a non-discretionary basis, utilizing a blend of analytical investment methods and strategic and tactical asset allocation.

David Nabb is a financial advisor at Arlen Capital, LLC with 20 years of industry experience. He holds a Series 65 designation and has previously worked at Tercet Capital, LLC from 2005 to 2009. He has also been associated with Arlen Corporation since 2003. Arlen Capital serves individual clients, trusts, retirement plans, and business entities through investment management, wealth planning, and referrals to third-party managed programs. The firm uses a quantitative, risk-focused approach with model portfolios and customized asset allocations, combining discretionary and non-discretionary management tailored to client needs.