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.

David Nabb is a financial advisor with Arlen Capital, LLC in Warwick, RI, holding a Series 65 designation and 19 years of industry experience. He has worked at Tercet Capital, LLC since 2005 and at Arlen Corporation since 2003. 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 manages approximately $331 million in client assets and employs a model portfolio approach focused on volatility sensitivity, using mutual funds and ETFs with active management when appropriate.

Mark Lavallee is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Financial Independence, LLC since 2009. He holds Series 63 and Series 65 licenses and is also employed by Digital Federal Credit Union in a fixed life insurance capacity. Financial Independence, LLC offers financial planning, wealth management through its BEST Life Planning Program, and pension consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a non-discretionary investment model focused on behavioral coaching, manager diversification, and a combination of tactical active and strategic passive strategies through third-party portfolio managers on the AssetMark platform.

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.

Jonathan Ullman is a CFP® professional with 13 years of industry experience. He has worked at Montis Financial from 2006 to 2023 before joining TrueFocus Financial Partners in 2023. TrueFocus Financial Partners serves individual and high-net-worth clients, providing wealth management that combines ongoing portfolio management with financial planning. The firm uses a modern portfolio theory approach, blending passive and active investments tailored to clients’ risk tolerance and time horizon.

Shaun Scott is a financial advisor at Old Forge Wealth Management, LLC with 37 years of industry experience. He held a long tenure at LPL Financial, LLC from 1996 to 2024 before joining Old Forge in 2022. Scott holds Series 63 and Series 65 licenses and is based in Warwick, Rhode Island. He also maintains several licensed insurance activities outside of his advisory role. Old Forge Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, standalone financial planning, and retirement plan advisory services. The firm primarily uses exchange-traded funds and diversified mutual funds within a long-term investment approach that incorporates both fundamental and technical analysis.

Michael Moeller is a financial advisor at Slocum, Gordon & Co. LLP with two years of industry experience. He holds a Series 65 designation and previously worked at Clearwater, UBS Investment Bank, Amundi Pioneer Asset Management, GW&K Investment Management, and State Street. Slocum, Gordon & Co. LLP provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm constructs customized portfolios using a combination of fundamental, quantitative, qualitative, and technical analysis, managing accounts on a discretionary basis with periodic rebalancing across various asset classes.

Sarah Szabo is a financial advisor with Spinnaker Asset Management Inc. She holds Series 63 and Series 65 credentials and has six years of industry experience. Her prior work includes roles at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Outside of finance, she serves as the president of South County Youth Lacrosse and is the managing director of the business networking group eWomenNetwork. Spinnaker Asset Management is a state-registered advisory firm managing approximately $38.7 million for individual and high-net-worth clients. The firm employs a core-and-satellite investment approach using model portfolios primarily composed of Invesco and WisdomTree ETFs, combined with satellite securities selected through fundamental and technical analysis.

Donna Cournoyer is a financial advisor at Moore Financial Advisors, Ltd. with three years of industry experience. She holds a Series 65 designation and previously worked at Salve Regina University for 12 years in total. Moore Financial Advisors, Ltd. provides wealth management, portfolio management, and financial planning services to individuals, families, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm employs a primarily long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, supplemented by internal and third-party research and AI tools.

Alexander Albert is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lincoln Capital Corporation since 2015. Based in East Greenwich, RI, he holds a Series 65 license in addition to his CFP® designation. Lincoln Capital Corporation provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates on a fee-only basis, developing written investment policies tailored to client needs and managing accounts primarily on a discretionary basis with regular monitoring and reporting.

Ronald Kent Jr. is a financial advisor at Spinnaker Asset Management Inc. with 24 years of industry experience. He has been with Spinnaker since 2008 and holds Series 63 and Series 65 designations. Spinnaker Asset Management is a state-registered advisory firm managing approximately $38.7 million for around 178 clients. The firm serves individual and high-net-worth clients using a core-and-satellite investment approach with a mix of ETFs and selected securities, offering financial planning, consulting, and portfolio management services.

Robert Auclair is a CFP® professional with 20 years of industry experience. He has worked at Balanced Wealth Management, LLC since 2015 and also maintains a role at Randall Financial Group, LLC. Auclair provides tax preparation services during tax season, separate from his advisory work. Balanced Wealth Management offers discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes customized, primarily long-term portfolios and provides retirement plan advisory services including ERISA fiduciary support and participant education.

Kevin Pierro is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Financial Independence, LLC since 2018 and previously spent time at TIAA and Bryant University. Financial Independence, LLC serves individual and high-net-worth clients as well as retirement plans, offering modular financial planning and a wealth management program called the Financial Independence BEST Life Planning Program. The firm provides advisory services through the AssetMark Platform, focusing on behavioral coaching, manager diversification, and a combination of tactical and strategic investment approaches without discretionary management of client portfolios.

Robert Bancroft is a financial advisor at Innovation Partners LLC with six years of industry experience. He holds the Series 66 designation and has worked at Innovation Partners since 2019. Bancroft is also a stockholder and director at Mount Pleasant Realty Group, a non-investment related business. Innovation Partners LLC provides investment advisory, actuarial and benefits consulting, insurance consulting, and related financial and management consulting services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and government entities. The firm offers customized investment strategies through discretionary managed accounts and third-party model portfolios, supported by a large representative base and a combination of advisory, broker-dealer, and insurance services.

Peter Sullivan is a financial advisor at Arlen Capital, LLC in Warwick, Rhode Island, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Arlen Capital and OSAIC Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2001. Sullivan also serves as co-trustee for a family trust, managing fiduciary responsibilities without compensation. Arlen Capital serves individuals, trusts, estates, retirement plans, and business entities by providing investment management, wealth planning, and third-party managed program analysis. The firm employs a suitability-based investment process using model portfolios tailored for volatility sensitivity and emphasizes downside-risk measures in ongoing portfolio monitoring.

Stefano Lanci is a financial advisor at Guided Wealth, LLC, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Eagle Strategies (NY Life) and NYLIFE Securities LLC. Guided Wealth, LLC provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and businesses, using a primarily long-term, goal-aligned investment approach with portfolios built from low-cost mutual funds, ETFs, and occasionally individual securities or alternative investments.

Mary Konetzny is a CFP® professional with 17 years of experience in financial advising. She currently works at TrueFocus Financial Partners and has previously been with Montis Financial, Adviser Investments, and Braver Wealth Management. TrueFocus Financial Partners serves individual and high-net-worth clients by providing fee-only wealth management that integrates portfolio management and financial planning. The firm uses a modern portfolio theory approach, combining passive and active investments tailored to client risk tolerance and time horizon, and emphasizes individualized planning through a small, founder-led practice.

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.

Adam Sullivan is a financial advisor with Arlen Capital, LLC in Warwick, RI, holding a Series 66 designation and over 20 years of industry experience. He has worked with OSAIC Wealth, Inc. (formerly Royal Alliance Associates) since 2005 and has been associated with Arlen Capital and Arlen Corporation since 2004. Outside of his advisory role, he serves as a board member for the Metro East Office Park Condominium, a nonprofit corporation. 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 employs a model portfolio approach based on volatility sensitivity and emphasizes downside-risk measures in its ongoing portfolio evaluations.

Gregory Avera is a CFP® and Series 65 credentialed advisor at Experience Your Wealth, LLC with four years of industry experience. His prior roles include positions at Open Window Financial Solutions, Ltd. and Schultz Financial Group. Before entering financial advising, he served in the United States Army and has experience working at the University of Nevada, Reno. Experience Your Wealth, LLC provides comprehensive financial planning and investment advisory services primarily to individuals and high-net-worth clients with complex planning needs. The firm emphasizes asset allocation, tax-efficient investing, and low-cost mutual funds and ETFs, typically recommending and overseeing outside money managers without discretionary trading authority.