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.

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® 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.

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 three years of industry experience. He has worked in private client services since 2022 and has been involved with the Tiverton School System since 2012. Wealthcare Investment Partners LLC provides wealth management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, trusts, and corporations. The firm employs a long-term, model-based investment strategy focused on low-cost, diversified mutual funds, supplemented with ETFs, stocks, and bonds, and manages approximately $655 million on a discretionary basis.

David Mailloux is a financial advisor with Wealthcare Investment Partners LLC in Portsmouth, RI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at LPL Financial, LLC for 22 years before joining Wealthcare Investment Partners and Private Client Services, LLC in 2018. Wealthcare Investment Partners LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a primarily long-term, model-based investment approach focused on low-cost, diversified mutual funds, supplemented by ETFs, selected individual stocks, and bonds, with discretionary oversight and periodic rebalancing.

Talia Cyr is a financial advisor at William Joseph Capital Management, Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at Loomis Sayles and Target. Additionally, she is an insurance agent affiliated with Joseph E. Goss, Ltd., where she sells life and annuity insurance products. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, utilizing customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform.

Daniel Beaudette is a financial advisor at Transcend Capital Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Black Point Wealth Management and Commonwealth Financial Network. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers holistic financial planning and portfolio management with an investment approach focused on long-term, diversified asset allocation across various marketable and non-marketable investments.

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.

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.