Laura Lincoln is a CFP® professional with four years of industry experience. She has worked at Coastline Trust Company, Bank of America Private Bank, and Merrill before joining Datum Wealth Management in 2026. Laura holds the Series 66 designation and is based in Warwick, Rhode Island. Datum Wealth Management offers investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on long-term strategies using diversified mutual funds, ETFs, individual securities, and alternative investments, employing a process that includes fundamental, technical, and cyclical analysis.

Manuel Rezendes is a financial advisor at Bountiful Investment Management LLC with 12 years of industry experience. He has been with Bountiful Investment Management since 2015 and also serves as a regional director at Euclid Financial Services, where he focuses on insurance and fixed product planning. Bountiful Investment Management serves individual and high-net-worth clients by offering asset management through recommended third-party sub-advisers, written financial planning, modular plans, and educational seminars. The firm operates primarily on a non-discretionary basis and uses a mix of analytical methods and both strategic and tactical asset allocation.

Karen Bacon is a CFP® professional with over 32 years of experience in financial advising. She has operated independently since 2002 and is currently affiliated with Diversified Resources, LLC. Outside of advisory work, she serves as president and treasurer of a condominium association, handling building management and financial duties. Diversified Resources, LLC provides discretionary investment management and modular financial planning to individuals, high-net-worth clients, trusts, and pension plans. The firm uses tailored investment processes with risk-tolerance tools and model portfolios, delivering advisory services both directly and through SEI-managed platforms.

Joshua Wells is a financial advisor at Bountiful Investment Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bountiful Investment Management since 2015. Wells is also the proprietor of Euclid Financial Services LLC, through which he brokers insurance products for clients as needed. Bountiful Investment Management serves individual and high-net-worth clients by offering asset management via third-party sub-advisers, written financial planning, and educational seminars on topics such as retirement and estate planning. The firm primarily operates on a non-discretionary basis while monitoring sub-adviser performance and employs a mix of analytical methods along with strategic and tactical asset allocation.

John Riley is a financial advisor with Cornerstone Investment Services in Providence, RI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Cornerstone since 1999 and previously worked at Cantella & Co., Inc. for 20 years. Outside of his advisory role, he serves as president of 1320, Inc., a company involved in non-investment related retail sales. Cornerstone Investment Services provides portfolio management, investment consulting, and financial planning to individual, high-net-worth, pension, and profit-sharing clients. The firm employs a range of analytical techniques and trading strategies, managing approximately $52.8 million for about 86 clients, and sponsors a wrap fee program that utilizes Charles Schwab for execution and custody.

Erin Beaton is a financial advisor at Signet Investment Advisory Group, Inc. with a Series 65 designation and seven years of experience in the industry. Prior to joining Signet, Erin was a student for 17 years. Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals, businesses, trusts, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis, managing approximately $345 million in assets across about 165 client accounts.

George Hamamjian is a financial advisor at Alpha Dog Advisors with five years of industry experience. He holds a Series 65 designation and has worked at Gea Sphere LLC since 2018, alongside a teaching role at the Community College of Rhode Island since 2013. Alpha Dog Advisors provides discretionary portfolio management and financial planning to individual clients and employer plan sponsors. The firm employs a hybrid income-and-principal-protection investment approach centered on structured notes and supplemented by equities, ETFs, and alternative products, with portfolio construction guided by a proprietary rules-based analysis system.

Roberta Capuano is a financial advisor with Signet Investment Advisory Group, Inc. in Providence, RI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Signet since 2003. Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals, businesses, trusts, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis with tailored strategies and manages approximately $345 million in client assets.

Justin Deutsch is a financial advisor at Weybosset Research & Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Weybosset since 2014 and Bay Crest Partners LLC since 2010. Weybosset Research & Management, LLC provides discretionary investment management and advisory services to high-net-worth individuals, retirement plans, foundations, trusts, and estates. The firm employs a long-term, research-driven approach combining fundamental, quantitative, and technical analysis, with a conservative stance on credit risk in fixed income investments.

Michael Aragao is the principal of M. W. Aragao Investment Advisors, LLC and holds a Series 66 designation with 24 years of industry experience. He has worked with M.W. Aragão Investment Advisors since 2005 and has a background at Investors Diversified Management Corp. since 2001. In addition to advisory work, he is involved in insurance sales and tax preparation. M.W. Aragao Investment Advisors offers personalized financial planning and portfolio management to individuals, families, and various institutional clients. The firm employs a strategic asset-allocation approach combining passive index funds and ETFs with active management when appropriate, utilizing multiple analytical methods and a range of investment instruments.

Michael Cappadona is a CFP® at Seven Mile Advisory LLC with one year of industry experience. His prior roles include positions at Montis Financial, First Citizens Wealth, SVB Private Wealth, and Boston Private Wealth. Seven Mile Advisory provides discretionary investment management and financial planning primarily for high-net-worth individuals, trusts, qualified purchasers, and institutional clients. The firm emphasizes a concentrated client base and uses a blend of passive and active strategies, including third-party managers and customized portfolios with margin or borrowing options for authorized clients.

John Teixeira is a CFP® professional with 10 years of industry experience. He has been with Hall Capital Management Company, Inc. since 2014, serving in his current role since 2018. Hall Capital Management Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm uses fundamental analysis and model portfolios to emphasize long-term capital appreciation and dividend income, integrating accounting and tax expertise into its advisory services.

Tracy Galloway is a financial advisor at Holmes Investment Management, Inc. with nine years of industry experience. She has been with Holmes since 2017 and also practices domestic relations law through her own firm, Galloway Law & Consulting, which she has operated since 2013. Additionally, she serves as a fiduciary and representative payee for individual veterans through the Department of Veterans Affairs. Holmes Investment Management provides portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm combines factor-based model portfolios with individualized asset allocation and employs advanced trading strategies, including derivatives and margin techniques, for approved clients.

George Greer is a financial advisor with Sheeley & Partners Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Navigator Investments, LLC since 2009. Greer serves on the board of the Rhode Island Free Clinic, participating in fundraising and serving on the finance committee. Sheeley & Partners Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach, including access to private funds and complex strategies such as options and margin.

Eduard Hamamjian is a financial advisor at Alpha Dog Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Gea Sphere LLC since 2009. Alpha Dog Advisors provides discretionary portfolio management and financial planning to individual clients and employer plan sponsors, employing a hybrid income-and-principal-protection strategy with structured notes, equities, ETFs, and alternative products. The firm uses a proprietary rules-based analysis system and a long-term price-to-free-cash-flow research framework to guide portfolio construction and offers model portfolios and insurance products through third-party arrangements.

John Thompson IV is a financial advisor at J.W. Thompson Investments LLC in Providence, RI, holding a Series 66 designation with 23 years of industry experience. He has been with J.W. Thompson Investments and affiliated with LPL Financial since 2013. J.W. Thompson Investments LLC provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing both discretionary and non-discretionary accounts. The firm employs a portfolio construction approach that incorporates fundamental, technical, charting, and cyclical analysis tailored to clients' tax situations, income needs, and risk tolerances, and maintains a significant retirement-plan consulting practice overseeing over $1.8 billion in assets.

Fla Lewis III is a financial advisor at Weybosset Research & Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Weybosset Research and Management since 2000. Weybosset Research & Management provides discretionary investment management and advisory services to high-net-worth individuals, qualified retirement plans, corporations, trusts, endowments, and foundations, and occasionally offers non-investment financial and tax-related advice. The firm employs a long-term, fundamental investment approach supplemented by quantitative and technical research, focusing primarily on the stock market and high-quality fixed income to limit credit risk.

Lesley Sheeley is a financial advisor at Sheeley & Partners Wealth Management, LLC in Providence, RI, holding a Series 63 designation with 33 years of industry experience. She has worked at Navigator Investments, LLC since 1998. Outside of her advisory role, she is the owner of Knickerbocker Wealth Resources, LLC, where she is involved in management and oversight. Sheeley & Partners Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies, including access to private funds and complex instruments such as options and leveraged ETFs.

Robert Mc Carthy is a Series 65 credentialed financial advisor with 18 years of industry experience. He is currently with Alternative Capitalis, LLC and has concurrently worked at KBC Holdings LLC since 2008. Alternative Capitalis, LLC, doing business as Kanon Bloch Carré, is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting services, employing a mix of fundamental, quantitative, technical, and modern-portfolio analysis strategies.

Todd Casazza is a CFP® with 19 years of experience in the financial services industry. He is currently with Wealth Management Resources, Inc. and has previously worked at Purshe Kaplan Sterling Investments, TD Ameritrade, and Charles Schwab. Casazza serves as the Board President of the Smithfield Girl’s Softball League. Wealth Management Resources, Inc. advises individuals, retirement plans, trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and various plan advisory services. The firm emphasizes asset allocation using exchange-traded funds and model portfolios, tailoring investment decisions to client suitability and managing accounts on a discretionary basis.