Goda Stevens is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Wells Fargo for 12 years before joining Ashton Thomas, where she has been affiliated in various roles since 2021. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for over 2,200 clients through a team of 18 advisors. The firm offers a range of investment management and retirement plan consulting services to individuals, businesses, trusts, estates, and charitable organizations.

Daniel Legault is a CFP® with 23 years of industry experience, currently with Mariner Independent. His prior roles include positions at AdvicePeriod, LLC, Kolb Wealth Management, LLC, and Strategicpoint Investment Advisors. He also founded 1661 Wealth Management, an income-generating business started in 2022. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of 119 investment adviser representatives. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Hunter Norte is a CFA® charterholder with 15 years of industry experience. He is currently a Vice President and Portfolio Manager at Robertson Stephens Wealth Management, LLC and Robertson Stephens Capital Markets, LLC, having joined the firm in 2025. His prior roles include positions at Goldman Sachs and Hightower. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm manages discretionary and non-discretionary portfolios using a variety of investment vehicles and employs a structured approach with oversight from an internal Investment Office and Committee.

Mary Lundstrom is a CFP® and ChFC® with 23 years of experience in financial advising. She is currently with OnePoint BFG Wealth Partners and has held prior roles at Bleakley Financial Group, Private Advisor Group, and Northwestern Mutual. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities, utilizing a combination of proprietary models and third-party managers to deliver discretionary and non-discretionary portfolio management.

Jeffrey Alexander is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Great Valley Advisor Group since 2021 and has also been associated with LPL Financial from 2015 to the present. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Dynamic, client-focused CFP® professional, Investment Advisor, and attorney who thrives to deliver a best-in-class client experience. I’ve spent 20 years in finance, including twelve years on the legal side (financial restructuring, bankruptcy, structured and municipal finance), and I now serve clients as a fiduciary financial planner and investment advisor. I'm responsible for all aspects of my clients’ financial planning needs, including creating detailed financial plans, estate planning strategy, tax strategy, and portfolio management. Successfully self-published my first book (link below) and co-hosted my first podcast on real estate and personal finance (Dollars & Dwellings — available on Apple and Spotify). I’m a member of the Estate Planning Council of Rhode Island, the Rhode Island Chapter of the Financial Planning Association, and a member of the Rhode Island Foundation’s Professional Advisory Council. To lean more about my book, you can read about it here: https://www.stringerfin.com/blog/blog-post-title-one-jgfam.

Robert Stein is a financial advisor with Capitol Securities Management, Inc. in Narragansett, RI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Capitol Securities since 2003. Outside of his advisory work, he operates a small business selling socks on weekends. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services combined with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs including separately managed accounts and wrap fee programs, utilizing a range of investment instruments and third-party money managers.

Mark Woods is a CFP® with 23 years of industry experience. He is currently with Latitude Advisors, LLC and has prior experience at H.D. Vest Advisory Services and H.D. Vest Investment Services. Woods is also president of Woods CPA, Ltd., where he works directly with clients on tax and accounting matters. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Gayle Jendzejec is a financial advisor at Prosperity Capital Advisors with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Equity Services, Inc., Lifetime Money Management LLC, and College Advisors Group LLC. Outside of advisory work, Mr. Jendzejec is the President of JBL Enterprises LLC, a property management company. Prosperity Capital Advisors serves a diverse client base including individual investors, corporate clients, and charitable organizations, offering financial planning, consulting, and discretionary investment management. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across mutual funds, ETFs, and alternative solutions.

Christine Winslow is a financial advisor with Savant Wealth Management, holding a Series 65 credential and 23 years of industry experience. She previously worked for Corrigan Financial, Inc. for 27 years before joining Savant Wealth Management in 2025. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and sub-advised mandates, supported by its scale and integrated affiliated services in accounting, legal, and trust operations.

Daniel Carney is a Series 63 registered advisor with Janney Montgomery Scott, bringing 49 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves as Co-General Partner-Advisor and Consultant for the Caribbean Baseball Initiative Partnership, an investment vehicle focused on relocating Minor League Baseball franchises within the Caribbean, and participates on the Finance Committee of the Rhode Island Interscholastic Committee. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, consulting, and multiple advisory programs.

Andrew Parsons is a CFP® professional with 15 years of industry experience. He is currently with Savant Wealth Management, where he has worked since 2025, following a 14-year tenure at Corrigan Financial Inc. Parsons holds Series 63 and Series 65 licenses. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and supports a broad range of related implementation services through affiliated entities.

Samuel Kuzu is a financial advisor at Janney Montgomery Scott LLC with one year of industry experience. He holds a Series 66 license and has worked at several firms including UBS Financial Services and Morgan Stanley. He has also served with the Weekapaug Fire District. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Daniel Corrigan is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He was the principal of Corrigan Financial, Inc. for 36 years before joining Savant Wealth Management in 2025. Savant Wealth Management serves individuals, families, and institutions with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with a range of actively managed strategies and benefits from integrated legal, accounting, and trust service affiliates.

Daniel Corrigan is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He previously operated Corrigan Financial Inc. for 10 years before joining Savant Wealth Management in 2025. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm's investment approach combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

William Nolan is a CFP® professional with 13 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been associated with related First Command entities since 2013. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized team that selects and monitors model portfolios and third-party managers from approved lists.

Giovanna Izzo is a financial advisor at Savant Wealth Management with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Corrigan Financial, Inc. for 22 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Linda Maggio is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. Her prior roles include positions at GWFS Equities, Inc., JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Equitable Advisors. She also serves as treasurer on the board of the Upper Arlington Ice Hockey Association and is an instructor at The Ohio State University’s Nisonger Center, where she provides training on developmental disability planning. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and client saving rates within plan sponsor-selected investment lineups.

Ralph Salvatore is a CFP® and holds a Series 65 license with 17 years of industry experience. He has worked at Savant Wealth Management since 2025 and previously spent 18 years at Corrigan Financial, Inc. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

Alec Derderian is a financial advisor at Brookstone Capital Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Megastar Advisors and Citizens Securities, Inc. In addition to his advisory role, he is involved in insurance sales through Megastar Advisors. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and sovereign wealth funds. The firm provides investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with a turnkey asset management platform and wrap-fee program.