Christopher Wallace is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with the Professional Planning Group and Raymond James Financial Services since 2002. Wallace is based in Westerly, Rhode Island, and his role includes trading, client service, and client reviews. Professional Planning Group offers discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, endowments, and foundations. The firm manages approximately $1.17 billion in client assets and integrates fundamental and technical analysis with both long- and short-term strategies tailored to client goals and risk tolerances.

David Aballo is a CFA® charterholder and Series 63 licensee currently with Professional Planning Group. He has two years of industry experience and previously worked at The Washington Trust Company for seven years. He serves as a financial advisor involved in trading, client services, and client reviews. Professional Planning Group serves individuals, trusts, estates, charitable organizations, corporations, endowments, and foundations with discretionary and non-discretionary portfolio management, financial planning, and trustee-related services. The firm uses both fundamental and technical analysis to tailor investment strategies aligned with client objectives and risk tolerance, offering a range of advisory programs including its Ambassador wrap-fee program.

James Maynard is a financial advisor at Washington Trust Advisors with six years of industry experience. He previously worked at Napatree Capital LLC for seven years and held roles at MResult Corp. and SVB Financial Group. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using mutual funds, ETFs, equities, fixed income, and options, and operates within a bank holding company structure that provides access to affiliated trust and custodial services.

Brian Dunhill is a financial advisor with Lansdowne Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has held roles at multiple firms including BFMI & BFMCL and Concert Wealth Management, and he is involved with Dunhill Financial Ltd as well as serving as secretary of the Adrian Leeds Group. Dunhill is a board member of the American Club of Brussels and the Sharkey Foundation and is a member of the Forbes Finance Council. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm uses a mix of charting, fundamental, technical, and cyclical analysis, employs both long- and short-term strategies, and maintains a substantial non-U.S. client base.

Patrick Connelly is a financial advisor with Professional Planning Group, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Pioneer Financial Group and Securian Financial Services before joining Professional Planning Group and Raymond James Financial Services in 2019. Connelly serves as a board member and finance committee member of the Westerly Education Endowment Fund, which provides grants to enhance educational experiences for local students. Professional Planning Group offers discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $1.17 billion in assets and employs both fundamental and technical analysis, tailoring investment strategies to client goals and risk tolerances.

Bryan Pitney is a CFP® with 18 years of industry experience, currently affiliated with Professional Planning Group. His prior work includes roles at Charles Schwab and TD Ameritrade. He is based in Westerly, RI. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, and charitable organizations. The firm manages approximately $1.17 billion in client assets and employs both fundamental and technical analysis with customized investment strategies.

Isa Hantzsch is a financial advisor at Lansdowne Wealth Management, LLC with six years of industry experience. She holds a Series 65 designation and has worked with multiple firms, including Dunhill Financial, LLC, where she serves as Compliance Officer while remaining dually registered with both firms. Lansdowne Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm uses a combination of charting, fundamental, technical, and cyclical analysis with both long- and short-term strategies, and manages approximately $227.7 million in discretionary assets across a seven-advisor team.

Aaron Wade is a CFP® professional with 13 years of industry experience, currently serving at Washington Trust Advisors. He previously worked for 11 years at Lighthouse Financial Management. Outside of his advisory role, Wade is active as a pianist and serves as a choir director at North Kingstown United Methodist Church. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients. The firm offers tailored discretionary portfolios and a thematic equity strategy, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

Robert Henderson is a CFP® professional with 19 years of industry experience, currently serving at Lansdowne Wealth Management, LLC since 2010. He holds Series 63 and Series 66 licenses and works from Mystic, CT as part of a six-advisor team. Lansdowne Wealth Management serves individuals and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm uses a blend of charting, fundamental, technical, and cyclical analysis to implement client plans and emphasizes portfolio construction, asset allocation, and ongoing monitoring.

At Always Ready Financial Planning, our mission is to serve those who’ve served—empowering Senior Military Officers, Veterans, and their families to confidently navigate the transition from military to civilian life. Founded by Coast Guard veteran Joseph Brown, our firm is built on 25 years of service, guided by the motto Semper Paratus—“Always Ready.” We understand that financial transitions are deeply personal, especially after a career of selfless service. Inspired by stories of fellow officers facing retirement uncertainty—including homelessness and hardship—Joseph became a Certified Financial Planner® and Military Qualified Financial Planner® to make a difference where it matters most. Our values shape everything we do: • Service Above Self – Your mission becomes ours. • Preparedness as a Promise – We plan ahead, so you’re never caught off guard. • Family First – We align your finances with what matters most. • Focus on What Matters – Tune out the noise, take control of your future. • Money as a Tool, Not a Goal – Let your values lead your financial decisions. We provide comprehensive, values-driven financial planning tailored to your unique journey—whether that means maximizing military benefits, preparing for retirement, or building a lasting legacy. Our process begins with a no-pressure consultation and continues with personalized support every step of the way. Our vision is simple: to be the trusted financial partner for military families transitioning to their next chapter—providing clarity, purpose, and peace of mind, one plan at a time.

Kamaljit Somal is a financial advisor with Lansdowne Wealth Management, LLC, holding a Series 65 license and having four years of industry experience. His career includes roles at Dunhill Financial, Ltd. and Dunhill Financial, LLC, as well as service with the Royal Air Force. Lansdowne Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm uses a combination of charting, fundamental, technical, and cyclical analysis in its investment approach and manages approximately $227.7 million in discretionary assets.

Carl Reidemeister is a financial advisor at St. Bernard Financial Services, Inc. with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining St. Bernard, he worked at Brooklight Place Securities for eight years and has owned Financial Consulting, LLC since 1987. He also owns Xtreme Mobile Adventures, a business involved in advertising and marketing outdoor products. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm follows a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory, emphasizing low-cost, no-load funds and client involvement in portfolio decisions.

Richard Boccaccio Jr. is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has worked with firms including Guardian Life Insurance Co. of America and Ohio National Financial Services. He is also the owner of Boccaccio & Associates, a life and health insurance sales business. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs including fee-based financial planning and both discretionary and non-discretionary managed account options.

Andrea Wolfe is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Purshe Kaplan Sterling Investments, Conscious Capital Wealth Management, and J.W. Cole Financial. She also manages Wolfe Wealth LLC, a business entity used for tax and investment purposes. Gateway Wealth Partners serves individuals, including high-net-worth clients, corporations, and retirement plans by providing financial planning, consulting, and wealth management services. The firm employs a diversified investment approach using mutual funds, ETFs, individual securities, and independent managers, overseeing approximately $2.28 billion in regulatory assets under management as of year-end 2025.

Shane Clarke is a financial advisor with Prosperity Capital Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at firms including FSC Wealth Advisors and Geneos Wealth Management Inc. Outside of his advisory work, Clarke is a soccer coach with the Northeast Rush Soccer Club. Prosperity Capital Advisors is an SEC-registered enterprise adviser serving individual and high-net-worth investors, corporations, trustees, retirement plans, broker/dealer customers, and separate advisors. The firm employs model-based, asset-allocation strategies and ongoing portfolio supervision, utilizing model suites from providers such as BlackRock, Dimensional, and Vanguard, alongside advisor-directed portfolios and third-party sub-advisors.

Matthew Farrell is a CFP® professional with 20 years of industry experience. He is currently with Facet Wealth, where he has worked since 2021, and has held roles at TIAA-CREF since 2014. Facet Wealth serves individual members across various wealth levels, providing tiered, subscription-based financial planning and implementation services with a focus on holistic financial planning and discretionary asset allocation primarily using ETFs. The firm operates with a fixed subscription fee model and incorporates technology-driven features such as machine-learning recommendations for employer plan accounts.

Andrew Cavasino is a financial advisor at Virtue Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with Foundations Investment Advisors, LLC, Fincantieri, AE Wealth Management LLC, and a six-year service history in the U.S. Navy. Outside of his advisory role, he is the owner of Thames Bridge LLC, where he assists clients with insurance needs. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and qualified plans, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a combination of tactical, strategic, and dynamic investment strategies supported by quantitative analysis and third-party manager selection to tailor portfolios to client objectives and risk tolerance.

Mathew Holmes Hackerd is an advisor at Zacks Investment Management, Inc. with one year of industry experience. He holds a Series 65 designation and has prior work history that includes roles at Aeros Cultured Oyster Company and the University of Connecticut. Zacks Investment Management provides discretionary investment management to individuals, trusts, retirement plans, and institutional clients, offering a range of strategies including all-cap core, dividend, quantitative, international, sector, fixed-income, and long/short approaches. The firm combines proprietary quantitative models with qualitative portfolio management and manages affiliated mutual funds and ETFs while distributing strategies through multiple account platforms.

Andrew Randak is a CFA® charterholder with 25 years of industry experience. He is currently with Snowden Capital Advisors LLC and previously worked at Fieldpoint Private Securities LLC. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and institutional clients by offering discretionary and non-discretionary portfolio management, investment consulting, and financial planning services. The firm combines multi-team scale with institutional capabilities, utilizing third-party managers and a broad range of investment tools.

William Beyer is a financial advisor with Foundations Investment Advisors LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Foundations Investment Advisors and Premium Planning Professionals since 2023 and previously spent six years with Bankers Life Securities and 15 years with Bankers Life & Casualty. Outside of his advisory roles, Beyer serves as president of Premier Planning Professionals, where he provides insurance and annuity solutions as well as non-legal estate planning administrative services. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 representatives. The firm offers portfolio management, financial planning, retirement plan support, and sub-advisory services, employing model portfolios and third-party sub-advisers while maintaining custodial relationships with Fidelity, Schwab, and Pershing.