Joseph Pate is a financial advisor with Foundations Investment Advisors LLC holding a Series 65 credential and three years of industry experience. He has prior experience running his own business and has been involved in insurance sales and management at Lakefront Insurance Group, where he oversees health, life, and accident insurance sales. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 advisers using tailored asset allocations and a variety of investment products.

Kenneth Carnevale Jr. is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and four years of industry experience. He has prior experience at Edward Jones and Citizens Bank. Carnevale also works as a Client Acquisition Advisor for Scranton Financial Group. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies combined with active portfolio management and offers specialized services including family-office and special-needs planning.

Raymond Gutowski is a financial advisor with Gladstone Wealth Partners in Warwick, RI, holding a Series 66 designation and over 20 years of industry experience. He previously worked at Edelman Financial Engines and Financial Engines Advisors L.L.C. He is also a Rhode Island Notary Public. Gladstone Wealth Partners serves a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations, offering investment management, financial planning, and retirement-plan consulting through a network of independent adviser representatives.

Michael Langlois is a CFP® professional with 42 years of industry experience, currently serving as the sole advisor at Strategic Financial Group. He has worked at Geneos Wealth Management since 2011 and has been with Strategic Financial Group since 1995. Langlois is also a board member of the Hope Realized Homes Foundation. Strategic Financial Group is an independent, solo advisory practice serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and investment analysis focused on macroeconomic indicators and market statistics, with implementation typically conducted through affiliated broker-dealer relationships.

Deborah Shuster is a financial advisor at Kestra Private Wealth Services, LLC with 44 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 13 years before joining Kestra in 2018. Shuster is a co-owner of a real estate business and serves on the board of the Ralph & Clara Shuster Foundation. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary accounts, financial planning, and a range of investment solutions across multiple platforms.

Nancy Micheletti is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at Citizens Securities Inc., Merrill, and Bank of America. Micheletti serves as a board member of the URMySunshine Foundation, a nonprofit focused on cancer awareness. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers a range of advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized compliance and reporting.

William Dinan is a financial advisor at Kintra Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Commonwealth Financial Network for 30 years. He is also president and sole shareholder of SJM Insurance Agency, a private entity focused on fixed insurance products and securities. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, and retirement-plan consulting. The firm manages approximately $1.5 billion in discretionary assets and employs a model-driven investment process combined with fundamental security analysis and integrated planning and investment services.

Jeffrey Boudjouk is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior experience includes 11 years at UBS Financial Services before joining Kestra in 2018. He serves as a partner in Northeast Investment Group and holds the position of parish council secretary at St. Basil's Melkite Catholic Church. Additionally, he is chairperson of the Paul G. Farley III Memorial Fund and serves on the advisory board for Horizon Investments. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of financial planning, advisory, and investment management services across multiple platforms while supporting advisor independence with supervisory oversight.

Brian Vanhouwe is a financial advisor at Pinnacle Investments, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Investments since 2019, following nearly a decade at Global Investment Advisors, LLC and Essex Securities LLC. Outside of his advisory work, he serves as Vice President of the North Smithfield Land Trust and is involved in catering through Mickey G’s Clam Shack. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving around 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers financial planning and portfolio management services using both fundamental and technical analysis, employing a range of investment vehicles and third-party managers.

Nicholas Loring is a CFP® professional with 14 years of industry experience, currently affiliated with Kintra Wealth, LLC. His career includes roles at Legatus Wealth and his own Loring Advisory Group. He is also a co-owner of Loring Financial Planning & Investments Inc. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, and portfolio management services. The firm manages approximately $1.5 billion in discretionary assets and employs a model-driven investment approach combined with fundamental security analysis.

Crystal Wild is a CFP® professional with 15 years of experience in the financial services industry. She is currently with Kintra Wealth, LLC and Mutual Securities, Inc., and previously worked at Commonwealth Financial Network and Loring Advisory Group. Wild is also the owner of Loring Financial Planning & Investments. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, and retirement-plan consulting. The firm integrates client-focused planning with model-driven asset allocation and fundamental security analysis, offering a range of investment strategies and specialized services such as business exit planning and sub-advisory solutions.

Michael Primiani is a CFP® with seven years of industry experience, currently serving at Kintra Wealth, LLC and Mutual Securities, Inc. He previously worked at Commonwealth Financial Network, Loring Advisory Group, and Oppenheimer. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management with an investment approach that emphasizes tax efficiency and integrates planning with active and passive strategies.

Christopher O'Connor is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. Prior to his financial services career, he held positions at 99 Restaurant and PrideStores. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Sandra Cummings is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work experience includes positions at Bank of America, Merrill, and Janney Montgomery Scott since 2017. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

John Alessi is a financial advisor at Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both digital and managed account advisory programs and is 100% owned by Citizens Bank, N.A.

Holly Wanegar is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds the Series 66 designation and has worked at Commonwealth Financial Network since 2019, including her current tenure starting in 2023, and previously worked at People's United Bank from 2016 to 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operational support, investment management, and compliance services while allowing advisors discretion in portfolio construction using various securities and insurance products.

Tai Nguyen is a financial advisor at Citizens Securities, Inc. with a Series 66 designation and one year of industry experience. Prior to joining Citizens Securities, Nguyen worked at Citizens Financial Group and has entrepreneurial experience as the owner of Family Nails Spa LLC. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles.

Guido Sarcione is a financial advisor at Integrated Wealth Concepts LLC with 30 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Sarcione has worked at firms including LPL Financial, Mass Mutual Investors Services, and MetLife Securities. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing customized portfolios with a primarily long-term investment approach.

Matthew Buckley is a financial advisor with Citizens Securities, Inc. in Johnston, RI, holding Series 63 and Series 66 licenses and 10 years of industry experience. His career includes five years at Citizens Bank prior to joining Citizens Securities, where he has worked since 2020. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with a mix of discretionary and non-discretionary business activities.

Kevin Mcgrady is a financial advisor with Integrated Wealth Concepts LLC in Cranston, RI. He holds the ChFC® designation and has 29 years of industry experience. Since 2016, he has been affiliated with Integrated Wealth Concepts and LPL Financial. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, constructing customized portfolios with a long-term approach and utilizing both internal management and third-party asset managers.