Sarah Szabo is a financial advisor with Spinnaker Asset Management Inc. She holds Series 63 and Series 65 credentials and has six years of industry experience. Her prior work includes roles at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Outside of finance, she serves as the president of South County Youth Lacrosse and is the managing director of the business networking group eWomenNetwork. Spinnaker Asset Management is a state-registered advisory firm managing approximately $38.7 million for individual and high-net-worth clients. The firm employs a core-and-satellite investment approach using model portfolios primarily composed of Invesco and WisdomTree ETFs, combined with satellite securities selected through fundamental and technical analysis.

John Riley is a financial advisor with Cornerstone Investment Services in Providence, RI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Cornerstone since 1999 and previously worked at Cantella & Co., Inc. for 20 years. Outside of his advisory role, he serves as president of 1320, Inc., a company involved in non-investment related retail sales. Cornerstone Investment Services provides portfolio management, investment consulting, and financial planning to individual, high-net-worth, pension, and profit-sharing clients. The firm employs a range of analytical techniques and trading strategies, managing approximately $52.8 million for about 86 clients, and sponsors a wrap fee program that utilizes Charles Schwab for execution and custody.

Erin Beaton is a financial advisor at Signet Investment Advisory Group, Inc. with a Series 65 designation and seven years of experience in the industry. Prior to joining Signet, Erin was a student for 17 years. Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals, businesses, trusts, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis, managing approximately $345 million in assets across about 165 client accounts.

Anthony Salotto is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Delphinus Financial Advisors, LLC since 2010. He holds a Series 65 license and works out of Mansfield, MA. Delphinus Financial Advisors, LLC provides holistic financial planning and investment advisory services to individuals and families, offering ongoing planning, discretionary investment management, and optional tax planning including individual tax return preparation. The firm operates on a fee-only basis with fixed annual fees and emphasizes personalized portfolio structuring based on clients’ tax situations, risk tolerance, and goals.

George Hamamjian is a financial advisor at Alpha Dog Advisors with five years of industry experience. He holds a Series 65 designation and has worked at Gea Sphere LLC since 2018, alongside a teaching role at the Community College of Rhode Island since 2013. Alpha Dog Advisors provides discretionary portfolio management and financial planning to individual clients and employer plan sponsors. The firm employs a hybrid income-and-principal-protection investment approach centered on structured notes and supplemented by equities, ETFs, and alternative products, with portfolio construction guided by a proprietary rules-based analysis system.

Ronald Kent Jr. is a financial advisor at Spinnaker Asset Management Inc. with 24 years of industry experience. He has been with Spinnaker since 2008 and holds Series 63 and Series 65 designations. 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 a mix of ETFs and selected securities, offering financial planning, consulting, and portfolio management services.

Kevin Pierro is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Financial Independence, LLC since 2018 and previously spent time at TIAA and Bryant University. Financial Independence, LLC serves individual and high-net-worth clients as well as retirement plans, offering modular financial planning and a wealth management program called the Financial Independence BEST Life Planning Program. The firm provides advisory services through the AssetMark Platform, focusing on behavioral coaching, manager diversification, and a combination of tactical and strategic investment approaches without discretionary management of client portfolios.

Roberta Capuano is a financial advisor with Signet Investment Advisory Group, Inc. in Providence, RI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Signet since 2003. Signet Investment Advisory Group provides discretionary portfolio management and investment counseling to individuals, businesses, trusts, charitable organizations, and retirement plans. The firm employs a combination of fundamental and technical analysis with tailored strategies and manages approximately $345 million in client assets.

Peter Sullivan is a financial advisor at Arlen Capital, LLC in Warwick, Rhode Island, with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Arlen Capital and OSAIC Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2001. Sullivan also serves as co-trustee for a family trust, managing fiduciary responsibilities without compensation. Arlen Capital serves individuals, trusts, estates, retirement plans, and business entities by providing investment management, wealth planning, and third-party managed program analysis. The firm employs a suitability-based investment process using model portfolios tailored for volatility sensitivity and emphasizes downside-risk measures in ongoing portfolio monitoring.

Justin Deutsch is a financial advisor at Weybosset Research & Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Weybosset since 2014 and Bay Crest Partners LLC since 2010. Weybosset Research & Management, LLC provides discretionary investment management and advisory services to high-net-worth individuals, retirement plans, foundations, trusts, and estates. The firm employs a long-term, research-driven approach combining fundamental, quantitative, and technical analysis, with a conservative stance on credit risk in fixed income investments.

Michael Aragao is the principal of M. W. Aragao Investment Advisors, LLC and holds a Series 66 designation with 24 years of industry experience. He has worked with M.W. Aragão Investment Advisors since 2005 and has a background at Investors Diversified Management Corp. since 2001. In addition to advisory work, he is involved in insurance sales and tax preparation. M.W. Aragao Investment Advisors offers personalized financial planning and portfolio management to individuals, families, and various institutional clients. The firm employs a strategic asset-allocation approach combining passive index funds and ETFs with active management when appropriate, utilizing multiple analytical methods and a range of investment instruments.

John Teixeira is a CFP® professional with 10 years of industry experience. He has been with Hall Capital Management Company, Inc. since 2014, serving in his current role since 2018. Hall Capital Management Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm uses fundamental analysis and model portfolios to emphasize long-term capital appreciation and dividend income, integrating accounting and tax expertise into its advisory services.

Adam Sullivan is a financial advisor with Arlen Capital, LLC in Warwick, RI, holding a Series 66 designation and over 20 years of industry experience. He has worked with OSAIC Wealth, Inc. (formerly Royal Alliance Associates) since 2005 and has been associated with Arlen Capital and Arlen Corporation since 2004. Outside of his advisory role, he serves as a board member for the Metro East Office Park Condominium, a nonprofit corporation. 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 employs a model portfolio approach based on volatility sensitivity and emphasizes downside-risk measures in its ongoing portfolio evaluations.

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.

Eduard Hamamjian is a financial advisor at Alpha Dog Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Gea Sphere LLC since 2009. Alpha Dog Advisors provides discretionary portfolio management and financial planning to individual clients and employer plan sponsors, employing a hybrid income-and-principal-protection strategy with structured notes, equities, ETFs, and alternative products. The firm uses a proprietary rules-based analysis system and a long-term price-to-free-cash-flow research framework to guide portfolio construction and offers model portfolios and insurance products through third-party arrangements.

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.

Mac Kenzie Campbell is a financial advisor at Financial Independence, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Citizens Securities, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he has worked in the restaurant and fitness industries. Financial Independence, LLC provides financial planning, wealth management, and pension consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm uses a non-discretionary approach, recommending third-party portfolio strategists on the AssetMark platform, with an investment philosophy focused on behavioral coaching, manager diversification, and a blend of tactical active and strategic passive strategies.

Thomas Guidici is a financial advisor at Guidici Wealth Management LLC with five years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Coppell Advisory Solutions LLC, Gibbs Wealth Management, LLC, and Guidici Financial Group. He is the founder and an insurance agent of Guidici Financial Group, where he sells fixed index annuities, MYGA, and FIUL products. Guidici Wealth Management LLC provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals. The firm offers tailored investment advice and discretionary portfolio management using a variety of strategies, with quarterly account reviews and access to third-party sub-advisors.