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.

Lisa Picillo is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Spinnaker Asset Management Inc. She has worked at Purshe Kaplan Sterling Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and National Financial Services, LLC. Picillo is also the owner of Picillo Advisors LLC, a holding company. 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 model portfolios primarily implemented through ETFs and supplemented by selected satellite securities.

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® charterholder with 32 years of industry experience. He is currently with Creative Resources Investment Advisors LLC, where he has worked since 2017, and also serves as president of Alluvion Brands, LLC, a privately held management consulting company. His prior experience includes leadership roles at Spagus Capital Partners, LLC and Roman Capital Partners, LLC. Creative Resources Investment Advisors primarily serves individual and high-income clients, as well as pension and profit-sharing plans, trusts, and other entities. The firm employs a long-term, value-oriented investment approach that incorporates Modern Portfolio Theory and blended strategic/tactical asset allocation, tailoring portfolios to client constraints and using tools such as Monte Carlo simulations for planning.

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, Series 65, and Series 66 designations and has worked at Bountiful Investment Management since 2015 and Euclid Financial Services since 2010, where he serves as Regional Director focusing on insurance and fixed product planning. Bountiful Investment Management serves individual and high-net-worth clients through asset management by third-party sub-advisers, written financial planning, and educational seminars. The firm typically operates on a non-discretionary basis and combines multiple analytical methods with strategic and tactical asset allocation while monitoring sub-adviser performance.

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.

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.

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.

Shaun Scott is a financial advisor with Old Forge Wealth Management, LLC in Warwick, RI, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He worked at LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.) for 28 years before joining Old Forge Wealth Management in 2022. Scott is also a notary and engaged in non-variable insurance activities outside of his advisory role. Old Forge Wealth Management is a solo-practitioner registered investment adviser that manages approximately $99 million for around 244 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm specializes in discretionary portfolio management and financial planning, employing customized portfolios primarily composed of ETFs and diversified mutual funds with a long-term investment orientation.

Sarah Szabo is a financial advisor at Spinnaker Asset Management Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory work, Szabo serves as president of the South County Youth Lacrosse league and is a managing director at the eWomenNetwork business networking group. Spinnaker Asset Management provides financial planning, consulting, and portfolio management primarily for individual and high-net-worth clients. The firm employs a core-plus-satellite investment approach using ETF-based core allocations supplemented by actively selected securities, with client portfolios reviewed at least quarterly.