Tracy Galloway is a financial advisor at Holmes Investment Management, Inc. with eight years of industry experience. She has been with Holmes Investment Management since 2017 and also owns and practices domestic relations law through Galloway Law & Consulting. Additionally, she serves as a fiduciary for the Department of Veterans Affairs, acting as a representative payee for individual veterans. Holmes Investment Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of mutual fund, fundamental, and technical analysis and uses a variety of strategies, including leverage and derivatives, tailored to client objectives.

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.

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.

Christopher Byrne is a financial advisor at Byrne Financial Freedom, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group, Inc. and LPL Financial LLC. Byrne has been with his current firm since 2019. Byrne Financial Freedom, LLC is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, using low-cost mutual funds, ETFs, and individual securities, while offering discretionary portfolio management and retirement plan advisory services.

John Sheerar is a financial advisor with Newman Dignan & Sheerar, Inc. in Charlestown, RI, holding 28 years of industry experience. He has been with Newman Dignan & Sheerar since 1997. Newman Dignan & Sheerar provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs tailored portfolios primarily allocated among equities, fixed income, mutual funds, and ETFs, and incorporates various implementation tools including options strategies and structured products.

Richard Anzelone is a financial advisor at StrategicPoint Investment Advisors LLC with 24 years of industry experience. He holds a Series 66 designation and has been with StrategicPoint and its related entities since 2003. In addition to his advisory role, he is a licensed insurance agent offering annuities, life insurance, and other insurance products. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a tactical asset-allocation process overseen by a Portfolio Management Committee and offers personalized model portfolios, sustainable/ESG options, and access to third-party platforms and sub-advisors.

Wilson Saville II is a financial advisor at Barrett & Company with 40 years of industry experience, having been with the firm since 1986. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Saville serves on the board of directors of Isomet Corp, a maker of acousto-optic devices. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, as well as small business and nonprofit clients. The firm manages approximately $530 million in assets and builds customized portfolios using a range of securities, employing fundamental, technical, quantitative, and charting analyses.

Richard Carolan is a financial advisor at Blue Fin Capital, Inc. in Providence, RI, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Blue Fin Partners Holdings, Triple C Container Corp., and Blue Fin Capital since the mid-1990s. Outside of his advisory work, he serves as treasurer of Triple C Equipment Corp. and sits on the board of directors for Gilbane Building Company. Blue Fin Capital provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, estates, and select corporate and charitable clients. The firm employs a tailored, suitability-driven investment approach that incorporates fundamental, cyclical, and technical analysis, using both long- and short-term trading strategies, including derivatives in some accounts.

Arthur Everly is a financial advisor with Wealth Management Resources, Inc. in Smithfield, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience and has been with Wealth Management Resources since 1995. Prior to that, he spent 18 years at Wealth Management Realty Partners, LLC. Everly serves on the board of directors for the Partnership to Reduce Cancer in Rhode Island. Wealth Management Resources, Inc. provides advisory services to individuals, retirement plans, trusts, estates, and business entities, offering discretionary portfolio management and financial planning among other services. The firm emphasizes asset allocation through custom portfolios using ETFs and model portfolios, and integrates advisory, brokerage, and insurance activities to implement a range of investment and insurance solutions.

Richard Cavanagh is a CFP®, CFA®, and ChFC® with 14 years of experience in financial advisory. He has worked at Newman Dignan & Sheerar, Inc. since 2022 and previously at International Services Incorporated and WhaleRock Point Partners, LLC. Newman Dignan & Sheerar, Inc. provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s portfolios are tailored to client objectives and utilize a wide range of investment tools, including individual equities, fixed income, mutual funds, ETFs, options strategies, and structured products.

Scott Everly is a financial advisor at Wealth Management Resources, Inc. with 11 years of industry experience. He holds the ChFC® designation as well as Series 65 and Series 63 licenses. Prior to his current role, he worked at Purshe Kaplan Sterling Investments. Wealth Management Resources, Inc. serves individuals, retirement plans, trusts, estates, and other business entities, offering discretionary portfolio management and financial planning. The firm uses a Custom Account program focused on asset allocation with exchange-traded funds and model portfolios, tailoring investment decisions to client suitability factors and providing periodic monitoring and annual reviews.

Donald Previe is a CFP® professional at Washington Trust Advisors in Providence, RI, with one year of experience in his current advisory role and prior work at The Washington Trust Company since 2017. Before entering the financial services industry, he worked at The Container Store from 2014 to 2017. 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 a range of investment vehicles and provides specialized strategies and ongoing oversight through an Investment Committee.

Clifford Tracy Jr. is a financial advisor at Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Brown, Lisle/Cummings since 2012. He receives passive income from policy renewals as a former insurance agent for Mass Mutual. Brown, Lisle/Cummings, Inc. offers investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $480.6 million in discretionary assets. The firm provides portfolio management through a wrap-fee program utilizing Envestnet’s Managed Account Solutions platform and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and options.

Robert Parsons is a financial advisor at Parsons Capital Management Inc with 32 years of industry experience. He has been with Parsons Capital Management since 1993 and holds the Series 63 designation. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts for a range of clients including individuals, qualified retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services, with portfolios tailored through a combination of fundamental, quantitative, and technical research.

Andrew Wong is a CFP® professional with four years of experience at SK Wealth Management, LLC and prior roles in the hospitality industry, including Wyndham Destinations, Marriott, and Starwood. He is based in Providence, RI, and is part of a six-advisor team at SK Wealth Management. SK Wealth Management provides fee-only financial planning and investment management to individuals, trusts, partnerships, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes asset allocation through strategic and tactical frameworks and incorporates coordinated tax planning via an affiliation with an accounting firm.

Derek Amey is a financial advisor at StrategicPoint Investment Advisors LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at StrategicPoint and its predecessor firms since 2002. StrategicPoint Investment Advisors offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a proactive, tactical asset-allocation process managed by a Portfolio Management Committee and provides access to model portfolios, separately managed accounts, and sub-advisors.