Angela Garcia is a financial advisor with Young Richard C & Co Ltd in Newport, RI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Citizens Securities, Inc. since 2015 and Citizens Bank since 2014. Outside of her advisory role, she performs as a cantor and singer for mass at St. Joseph's Church. Young Richard C & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, offering various firm-designed portfolio programs. The firm employs a multi-faceted investment process emphasizing asset allocation and manages approximately $1.56 billion in discretionary assets across seven advisors.

Jennie Spurlock is a CFP® with eight years of industry experience, currently serving as an advisor at William Mack & Associates Inc since 2019. She previously worked at Plante Moran Financial Advisors and has been involved in various agricultural and supply businesses, including ownership and management roles in several farming and welding supply companies. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for nearly 1,000 clients through a team of ten advisors. The firm focuses on diversified, tax-efficient, low-cost investment strategies using no-load mutual funds and ETFs, serving individuals, trusts, and retirement plans.

Derek Doo is a financial advisor at Wealthcare Investment Partners LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 15 years before joining his current firm in 2020. He is involved in financial planning and life insurance advisory services as an owner and planner. Wealthcare Investment Partners LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, model-based investment approach using low-cost mutual funds supplemented by ETFs, selected stocks, and bonds, with ongoing discretionary oversight and periodic rebalancing.

Lee Duckworth is a CFP® professional with 35 years of experience in the financial services industry. He is affiliated with Capital Wealth Management, LLC, where he has worked since 2011, and previously held roles at Triad Advisors, LLC and OSAIC. Outside of his advisory work, Duckworth serves as a unit leader and council executive for the Boy Scouts of America and holds leadership positions with several local nonprofit organizations, including South County Wrestling and The Harbor Church. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for around 600 clients. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, institutions, and charitable entities, employing a fundamental security analysis approach to portfolio construction.

Shane Jedson is a financial advisor at Capital Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was involved with Fairfield University and has worked as an electrical supervisor for Ryan Designs LLC, where he coordinates lighting and decor for events. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for about 600 clients. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates.

Justin Silvia is a financial advisor at Richard C. Young & Co., Ltd. with one year of industry experience. He holds a Series 65 designation and joined the firm in 2024. Prior to his advisory role, he spent seven years working at The Red Dory Restaurant and four years at Tiverton High School. Richard C. Young & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, offering a range of firm-designed portfolio programs. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, quantitative, and qualitative analysis, managing approximately $1.56 billion in discretionary assets across seven advisors.

Sean Marchetti is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cetera Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, LLC, and LPL Financial. He also offers insurance products through various companies, including sales via an affiliated firm. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm provides investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments, combining discretionary and consultative services tailored to client needs.

Adam Avila is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Pallas Capital Advisors, LLC and has prior experience at Purshe Kaplan Sterling Investments and Prudential Financial Planning Services. Avila also sells insurance and annuity products to assist clients with their financial objectives. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, fiduciary approach to portfolio construction, utilizing ETFs, mutual funds, stocks, bonds, and alternative investments, and offers a range of wealth management and financial planning services.

Jason Rosenberg is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Santander Securities and Santander Bank since 2017, and prior to that was with CCO Investment Services Corp. His career has been focused within the Santander organization for the past several years. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and a centralized service team.

Benjamin Veglas is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Summit Financial in 2025, he worked at Ivy Wealth Management, The Patriot Financial Group Insurance Agency, and Fidelity Investments. His background also includes roles outside of finance, such as work at Alberto’s Pub & Pizza and multiple positions at Quinnipiac University. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, retirement plan advisory services, and access to alternative investments through various managed portfolio and third-party platforms.

Michael Kiernan is a CFP®-certified financial advisor with five years of industry experience. He is currently with Summit Financial, LLC and previously worked at firms including Cetera Financial Services and Merrill. Outside of his advisory role, he volunteers as a golf league manager and site administrator for a local golf league. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate varied client preferences.

Christine Canapari is a financial advisor at Mariner Independent with 21 years of industry experience. She holds the ChFC® designation and Series 65 license. Her prior work includes roles at Strategic Point Investment Advisors, LLC and AdvicePeriod, LLC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, supported by institutional and retirement plan resources and affiliated investment relationships.

Athol Cochrane is a financial advisor with Pallas Capital Advisors, LLC and Purshe Kaplan Sterling Investments, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Wealth Solutions, LLC and The Prudential Insurance Company of America. He serves as president of the St. Johns College Foundation, a nonprofit organization involved in investment-related fundraising. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, employing a primarily long-term fiduciary approach with diversified portfolio construction.

Zachary Rioux is a Series 66-licensed financial advisor with IP Financial Advisory Services LLC in Westport, MA, where he has worked since 2019. He has nine years of industry experience and also serves as president of South Coast Entertainment, an event services company. His prior experience includes roles at Innovation Partners LLC and New England Fisheries. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of discretionary portfolio management and referrals to third-party investment advisors, focusing on non–high-net-worth individuals.

Garret Quillen is a financial advisor with Pallas Capital Advisors, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, United Planners Financial Services of America, and Thompson Insurance Group. Outside of his advisory work, he owns an auto detailing business and is a licensed notary. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and retirement plans, employing a long-term fiduciary approach with diversified investment strategies.

Emilio Senesi Jr. is a financial advisor with Summit Financial, LLC who holds the CFP® and ChFC® designations and has 44 years of industry experience. Prior to joining Summit Financial in 2025, he worked at firms including Cetera Financial Specialists, Patriot Retirement Plan Partners, Patriot Financial Group, Ivy Wealth Management, Securities America, Inc., and LPL Financial. He serves as vice president on the board of his condominium association, a voluntary role unrelated to his financial advisory work. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, retirement plan advisory services, and access to alternative investments, supporting customizable portfolios and held-away account management.

Robert Breslin III is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, Rhb LLC dba Financial Life Planning, Financial Architects Partners, Sorrento Pacific Financial, LLC, and Dedham Savings Bank. Outside of advisory work, he manages real estate properties through Prospect Street Properties. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, with investment oversight conducted by a dedicated committee.

Christopher Adam is a financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Pallas Capital Advisors since 2023 and at Adam Financial LLP since 2020, where he also serves as a staff accountant providing tax services. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, primarily serving individuals, trusts, estates, and retirement plans with a long-term, fiduciary investment approach.

Mark Piccerelli is a financial advisor at Summit Financial, LLC with 24 years of industry experience. His prior roles include positions at The Patriot Financial Group and Ivy Wealth Management, Inc. Outside of advising, he is a member of The Brewers Guild, a professional brewers' organization. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Jordan Perdigao is a financial advisor at Capital Analysts with six years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including Lincoln Investment and Santander Securities. Perdigao is also involved with Crump as an Independent Marketing Organization (IMO) representative for fixed annuities and life, long term care, and disability insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, utilizing in-house investment management and proprietary screening processes, and supports various advisor-managed models and third-party managers.