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.

Nicole Capuano is a financial advisor with Guidici Wealth Management LLC in Warwick, Rhode Island. She holds a Series 65 designation and has one year of experience at Guidici Wealth Management. Additionally, she has served as vice president and relationship manager at GPS Retirement LLC since 2016, focusing on retirement and insurance client relations. Guidici Wealth Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals. The firm offers tailored investment advice and written strategies across various asset classes, employing discretionary portfolio management with techniques such as asset allocation and dollar-cost averaging.

Todd Casazza is a CFP® with 19 years of experience in the financial services industry. He is currently with Wealth Management Resources, Inc. and has previously worked at Purshe Kaplan Sterling Investments, TD Ameritrade, and Charles Schwab. Casazza serves as the Board President of the Smithfield Girl’s Softball League. Wealth Management Resources, Inc. advises individuals, retirement plans, trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and various plan advisory services. The firm emphasizes asset allocation using exchange-traded funds and model portfolios, tailoring investment decisions to client suitability and managing accounts on a discretionary basis.

John Sheerar is a financial advisor with Newman Dignan & Sheerar, Inc. in Charlestown, RI, holding 28 years of industry experience. He has been with Newman Dignan & Sheerar since 1997. Newman Dignan & Sheerar provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs tailored portfolios primarily allocated among equities, fixed income, mutual funds, and ETFs, and incorporates various implementation tools including options strategies and structured products.

Ned Pascucci is a financial advisor at 1 St Discount Brokerage, Inc. in Providence, RI, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has worked at UBS Financial Services Inc. since 2010. In addition to his advisory role, he is also licensed as an insurance agent. 1 St Discount Brokerage, Inc. serves individuals—including both non-high-net-worth and high-net-worth clients—corporations, and pension/profit-sharing plans, offering a range of services such as portfolio management, financial planning, pension consulting, and tax/accounting support. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to guide investment decisions and operates both discretionary and non-discretionary accounts.

Richard Anzelone is a financial advisor at StrategicPoint Investment Advisors LLC with 24 years of industry experience. He holds a Series 66 designation and has been with StrategicPoint and its related entities since 2003. In addition to his advisory role, he is a licensed insurance agent offering annuities, life insurance, and other insurance products. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a tactical asset-allocation process overseen by a Portfolio Management Committee and offers personalized model portfolios, sustainable/ESG options, and access to third-party platforms and sub-advisors.

Jameson Duckworth is a financial advisor with Capital Wealth Management, LLC, holding Series 63 and Series 65 licenses and having six years of industry experience. His work history includes roles at OSAIC, Triad Advisors, Barnum Financial Group, and Mass Mutual. In addition to his advisory work, he is licensed to sell insurance and annuity products outside of his registered branch office. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates. The firm employs fundamental security analysis to build portfolios that may include equities, bonds, ETFs, alternative investments, and private placements, with accounts managed on a discretionary basis and reviewed regularly.

Wilson Saville II is a financial advisor at Barrett & Company with 40 years of industry experience, having been with the firm since 1986. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Saville serves on the board of directors of Isomet Corp, a maker of acousto-optic devices. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, as well as small business and nonprofit clients. The firm manages approximately $530 million in assets and builds customized portfolios using a range of securities, employing fundamental, technical, quantitative, and charting analyses.

Richard Carolan is a financial advisor at Blue Fin Capital, Inc. in Providence, RI, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Blue Fin Partners Holdings, Triple C Container Corp., and Blue Fin Capital since the mid-1990s. Outside of his advisory work, he serves as treasurer of Triple C Equipment Corp. and sits on the board of directors for Gilbane Building Company. Blue Fin Capital provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, estates, and select corporate and charitable clients. The firm employs a tailored, suitability-driven investment approach that incorporates fundamental, cyclical, and technical analysis, using both long- and short-term trading strategies, including derivatives in some accounts.

Arthur Everly is a financial advisor with Wealth Management Resources, Inc. in Smithfield, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience and has been with Wealth Management Resources since 1995. Prior to that, he spent 18 years at Wealth Management Realty Partners, LLC. Everly serves on the board of directors for the Partnership to Reduce Cancer in Rhode Island. Wealth Management Resources, Inc. provides advisory services to individuals, retirement plans, trusts, estates, and business entities, offering discretionary portfolio management and financial planning among other services. The firm emphasizes asset allocation through custom portfolios using ETFs and model portfolios, and integrates advisory, brokerage, and insurance activities to implement a range of investment and insurance solutions.

Richard Cavanagh is a CFP®, CFA®, and ChFC® with 14 years of experience in financial advisory. He has worked at Newman Dignan & Sheerar, Inc. since 2022 and previously at International Services Incorporated and WhaleRock Point Partners, LLC. Newman Dignan & Sheerar, Inc. provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s portfolios are tailored to client objectives and utilize a wide range of investment tools, including individual equities, fixed income, mutual funds, ETFs, options strategies, and structured products.

Scott Everly is a financial advisor at Wealth Management Resources, Inc. with 11 years of industry experience. He holds the ChFC® designation as well as Series 65 and Series 63 licenses. Prior to his current role, he worked at Purshe Kaplan Sterling Investments. Wealth Management Resources, Inc. serves individuals, retirement plans, trusts, estates, and other business entities, offering discretionary portfolio management and financial planning. The firm uses a Custom Account program focused on asset allocation with exchange-traded funds and model portfolios, tailoring investment decisions to client suitability factors and providing periodic monitoring and annual reviews.

Donald Previe is a CFP® professional at Washington Trust Advisors in Providence, RI, with one year of experience in his current advisory role and prior work at The Washington Trust Company since 2017. Before entering the financial services industry, he worked at The Container Store from 2014 to 2017. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using a range of investment vehicles and provides specialized strategies and ongoing oversight through an Investment Committee.

Brian Glatz is a CFP® professional with 23 years of industry experience, currently serving at Capital Wealth Management, LLC. He has worked at the firm since 2012 and was previously affiliated with Triad Advisors, Inc. for 12 years. Outside of his advisory role, Glatz is a member of the church finance committee at Cranston Christian Fellowship. Capital Wealth Management, LLC manages approximately $1.14 billion across 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves individuals, pension plans, charitable organizations, trusts, and estates, typically employing fundamental security analysis to build diversified portfolios.