Douglas Suhr is a Certified Financial Planner® with 21 years of industry experience. He is currently with Whitener Capital Management, Inc., where he has worked since 2020. His prior experience includes roles at Mercer Global Advisors Inc., TIAA-CREF, Fidelity, Charter Research & Investment Group Inc, and Charles Schwab. Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities by providing portfolio management, financial planning, and pension consulting services. The firm employs a conservative investment philosophy focused on quality and value, using modern portfolio theory and client-specific strategies to pursue capital preservation and risk-adjusted returns.

Russell Winthrop is a financial advisor at WealthCare Investment Partners LLC with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at LPL Financial and Private Client Services, LLC prior to his current role. WealthCare Investment Partners provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, model-driven investment approach, constructing customized portfolios primarily using low-cost, diversified mutual funds supplemented with ETFs, individual equities, and fixed income as appropriate.

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.

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.

Nicholas Desousa is a financial advisor at Claro Advisors Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MONECO Advisors, LPL Financial, MJP Wealth Advisors, and Wells Fargo Clearing. Outside of advising, he serves as Treasurer and board member for the Narragansett Chamber of Commerce. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm employs fundamental analysis with a long-term orientation, incorporates AI tools in its research, and manages both individual and pooled investments for qualified investors.

Spencer Ogden is a CFA® charterholder with five years of industry experience. He has been with Dock Street Asset Management Inc. since 2020 and previously worked at Franklin Templeton from 2007 to 2020. Dock Street Asset Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm’s investment process focuses on fundamental analysis of companies with high returns on invested capital, supplemented by technical analysis, and employs various strategies including long and short positions and option writing.

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.

Edward Smith is a financial advisor at Richard C. Young & Co., Ltd. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 1998. Richard C. Young & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, managing approximately $1.56 billion in assets. The firm employs a multi-disciplinary investment process focused on asset allocation across various securities and offers clients a range of portfolio programs tailored to specific objectives.

Ruth Chicca is a CFP® professional with eight years of experience in financial advisory roles. She is currently with PlanVision, LLC and has previously worked at firms including Kestra Advisory Services LLC, LPL Financial LLC, and Webster Bank. Outside of advising, she is a licensed insurance agent involved in implementing insurance recommendations. PlanVision, LLC provides fee-only financial planning and consulting primarily to high-net-worth individuals. The firm emphasizes fundamental analysis and a long-term, simplified allocation strategy focused on passive investments, delivering advice rather than asset management through a subscription or flat-fee model.

Patrick Barry is a financial advisor at Barry Investment Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Barry Investment Advisors since 2014. 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, combining equities, fixed income, and cash with a value-oriented equity selection process based on extensive global company data and traditional valuation metrics.

Jane McAuliffe is a financial advisor at Axis Wealth Partners, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Axis Advisors LLC since 2017, following a two-year tenure at Forbes Financial Planning, Inc. In addition to her advisory role, she provides financial planning and analysis services in divorce proceedings as a Certified Divorce Financial Analyst through Collaborative Divorce Strategies. Axis Wealth Partners offers 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 funds and ETFs, combined with fundamental and technical analysis to guide allocation and rebalancing.

Christopher Stack is a financial advisor with Young Richard C & Co Ltd in Newport, RI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Richard C. Young & Co., Ltd. since 1998. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans through firm-designed portfolio programs. The firm employs a multi-disciplinary investment process focused on asset allocation and manages approximately $1.56 billion in discretionary assets across seven advisors.

Richard Young is a financial advisor with Young Richard C & Co Ltd in Newport, RI, holding 32 years of industry experience. He has been with the firm since 1989, spanning 37 years of service there. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and retirement plans through defined investment management programs and custom portfolios. The firm uses a combination of fundamental, technical, quantitative, qualitative, and cyclical analysis in its asset-allocation approach and manages approximately $1.8 billion in discretionary assets.

Nolan Beattie is a financial advisor at WealthCare Investment Partners LLC in Portsmouth, RI, holding Series 65 and Series 66 licenses with four years of industry experience. He has worked with Private Client Services and WealthCare Investment Partners since 2022 and has been involved with the Tiverton School System since 2012. WealthCare Investment Partners provides wealth management, portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a primarily long-term, model-driven investment approach with customized portfolios featuring low-cost, diversified mutual funds, ETFs, equities, and fixed income instruments.

David Mailloux is a financial advisor with WealthCare Investment Partners LLC in Portsmouth, RI. He holds the Series 63 and Series 65 designations and has 40 years of industry experience, including 22 years at LPL Financial and eight years at WealthCare Investment Partners. Mailloux also serves as an advisor in fixed insurance. WealthCare Investment Partners provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to a range of clients, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, model-driven investment process using diversified mutual funds supplemented with ETFs, equities, and fixed income, managing over 1,800 clients with a six-advisor team.

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 has worked at LPL Financial and Mass Mutual Investors Services prior to joining his current firm. Derek is also involved in providing financial planning and life insurance review services to individuals. WealthCare Investment Partners is a six-advisor team serving over 1,800 clients, including high-net-worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers wealth management, discretionary portfolio management, and retirement-plan advisory services through a primarily long-term, model-driven investment approach utilizing diversified mutual funds, ETFs, equities, and fixed income.

Kathy Alves is a CFP® professional with 18 years of experience in financial advising, currently serving at Barry Investment Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in New Bedford, MA. Outside of her advisory role, she is the Chair of the Investment Committee and a member of the Finance Committee at the SouthCoast Community Foundation. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing wealth management, comprehensive financial planning, and discretionary and non-discretionary portfolio management. The firm follows a Balanced Global Value investment approach that integrates equities, fixed income, and cash, with asset allocation informed by market valuations and tailored to client risk profiles.

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.