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.

Russell Winthrop is a financial advisor with Wealthcare Investment Partners LLC in Portsmouth, RI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes 16 years at LPL Financial before joining Wealthcare Investment Partners and Private Client Services in 2018. Wealthcare Investment Partners LLC serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $655 million on a discretionary basis. The firm employs a primarily long-term, model-based investment approach focused on low-cost, diversified mutual funds supplemented by ETFs, selected stocks, and bonds, with ongoing discretionary oversight and client-specific restrictions.

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.

Bethany Parker is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Barry Investment Advisors, LLC since 2018 and previously spent five years at LPL Financial. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a Balanced Global Value investment approach that combines equities, fixed income, and cash with a value-oriented equity selection process, tailoring asset allocation based on market valuations and client risk profiles.

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 Straus is a financial advisor at Barry Investment Advisors, LLC with one year of industry experience. He holds the Series 65 designation and previously worked in the education sector with Norton Public Schools and Wareham Public Schools. Barry Investment Advisors provides wealth management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm applies a Balanced Global Value investment approach that combines equities, fixed income, and cash with domestic and international exposure, using a value discipline grounded in Graham and Dodd principles.

Marc Bastien is a CFP® with two years of industry experience, currently serving at Axis Wealth Partners, LLC. Prior to joining Axis Wealth Partners, he worked at Randall Financial Group and has operated Good Counsel Tax Service, Inc., a tax preparation business. Axis Wealth Partners provides investment management, financial planning, pension consulting, and business consulting services to individuals, plan sponsors, and corporate clients. The firm manages approximately $377 million in discretionary assets and typically implements asset-class-based portfolios using index mutual funds and ETFs alongside fundamental and technical analysis.

Andrea Mcnamara is a CFP® with 16 years of industry experience. She is currently with Washington Trust Advisors and has previously worked at Wingate Wealth Advisors and Barry Investment Advisors. 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 across various asset classes and employs third-party managers as appropriate, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

David Izzi is a financial advisor at Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 credentials with 36 years of industry experience. He has been with Brown, Lisle/Cummings since 1990. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, and consulting through a wrap-fee program utilizing Envestnet’s Managed Account Solutions platform, with approximately $480.6 million in discretionary assets as of December 31, 2025.

Maria Plante is a financial advisor at Brown, Lisle/Cummings, Inc. with 30 years of industry experience. She has been with the firm since 2004. Plante holds Series 63 and Series 65 licenses. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $480.6 million in discretionary assets and offers portfolio management and financial planning through a wrap-fee program using Envestnet’s Managed Account Solutions platform.

Whitney Holland is a financial advisor with Barry Investment Advisors, LLC, holding a Series 65 credential and two years of industry experience. She has been with Barry Investment Advisors since 2015. Barry Investment Advisors provides wealth management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm applies a Balanced Global Value investment approach, combining equities, fixed income, and cash with domestic and international exposure, utilizing a value discipline based on Graham and Dodd principles.

John Lemme is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently a managing partner at Blue Chip Financial Advisors, LLC and has previously worked at Triad Advisors, Inc. for 19 years. Outside of advising, he is involved in insurance sales with multiple carriers. Blue Chip Financial Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm employs a client-directed, non-discretionary investment approach, offering portfolio management and broad financial planning supported by third-party research and custodial trading through Fidelity and a dually registered broker-dealer.

John Trevor is a CFP® and Series 65 credentialed financial advisor with 18 years of industry experience. He has been with Parsons Capital Management, Inc. since 2011. Outside of his advisory role, he serves in several community and nonprofit positions, including treasurer of St. John's Church of Fisher Island, trustee of the Igwe Trust Investment Club, board member of Providence Mutual Fire Insurance Co, chair of the endowment funds board at Central Congregational Church, and a member of the investment committee at St. Andrew's School. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts, serving individuals, qualified retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trusteeship services, employing a research-driven asset allocation process tailored to each client’s needs.

Daniel Da Ponte is a financial advisor at Axis Wealth Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with Axis Wealth Partners since 2013. Prior to joining the firm, he worked for the State of Rhode Island for 20 years. Da Ponte serves as a board member for the Greater Providence YMCA and Neighborhood Health Plan. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

Ruth Chicca is a CFP® and Series 66 licensed financial advisor at PlanVision, LLC with seven years of industry experience. Her prior work includes roles at several firms such as Kestra Advisory Services, LPL Financial, and Webster Bank. She is also a licensed insurance agent involved in insurance sales and implementation. PlanVision provides fee-only financial planning and consulting primarily for high-net-worth individuals, emphasizing fundamental analysis and a long-term, simplified allocation approach that favors passive investments. The firm serves several thousand clients through a small advisory team and offers a subscription-based planning service without asset management or custody.

John Mullen is a Series 65-credentialed financial advisor at Parsons Capital Management Inc with 18 years of industry experience. He has been with Parsons Capital Management since 2008. Outside of his advisory role, he serves on the boards of trustees for Providence Country Day School and the Roger Williams Zoological Society and volunteers with the Wheeler School/Hamilton School Committee. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across diverse client types including individuals, retirement plans, trusts, endowments, foundations, and corporations. The firm offers tailored portfolio management and financial planning services using a research-driven asset allocation process and conducts regular account reviews.

Mars Bishop is a CFA® charterholder with 29 years of industry experience. He has been with Blue Fin Capital, Inc. since 1997 and is also associated with Blue Fin Partners Holdings since 1996. Blue Fin Capital provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, estates, retirement accounts, and select corporate and charitable clients. The firm employs a tailored, suitability-driven investment approach that integrates fundamental, cyclical, and technical analysis with both long- and short-term trading strategies, including the use of derivatives in certain accounts.

Mark Rapoza is a financial advisor with Barrett & Company in Providence, RI, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Barrett & Company since 1994. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasional small business or nonprofit clients, managing approximately $529.7 million in assets. The firm creates customized portfolios using a variety of securities and employs a blend of fundamental, technical, quantitative, and charting analysis.

Emanuel Pinheiro is a financial advisor at Axis Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Horizon Benefits LLC and NYLIFE Securities LLC. He also works as an independent contractor brokering commercial health and ancillary insurance products and provides consultation on employee benefit offerings. Axis Wealth Partners serves individuals, plan sponsors, and corporate clients with investment management, financial planning, pension consulting, and business consulting. The firm manages approximately $377 million in discretionary assets and employs a team-based approach that incorporates index mutual funds, ETFs, and various analytical methods.

Mark Chafee is a financial advisor with Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has been with Brown, Lisle/Cummings, Inc. since 2009 and has worked at Narragansett High School since 2003. Outside of advisory work, he is involved in real estate investment through ownership and management duties at Wallia Properties LLC. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $480.6 million in discretionary assets. The firm offers portfolio management and financial consulting through a wrap-fee program using a variety of investment products and strategies tailored to client objectives.