William Newman is a CFP® with 28 years of industry experience and has been with Newman Dignan & Sheerar, Inc. since 2002. He is based in Providence, RI, and holds a Series 65 license. 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 and a range of implementation tools, including options strategies and structured products, with an emphasis on client consent and transparency regarding potential conflicts.

Mark Chafee is a financial advisor with Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has been with Brown, Lisle/Cummings, Inc. since 2009 and has worked at Narragansett High School since 2003. Outside of advisory work, he is involved in real estate investment through ownership and management duties at Wallia Properties LLC. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $480.6 million in discretionary assets. The firm offers portfolio management and financial consulting through a wrap-fee program using a variety of investment products and strategies tailored to client objectives.

Mackenzie Richards is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SK Wealth Management, LLC. Prior to joining SK Wealth Management in 2018, Richards worked at Citizens Securities, Inc., LPL Financial, and Stratos Wealth Partners. SK Wealth Management is a fee-only firm offering financial planning and investment management to individuals, trusts, partnerships, and retirement plans. The firm manages approximately $639 million across about 319 client relationships and emphasizes asset allocation through strategic and tactical frameworks, utilizing mutual funds, ETFs, and other investment vehicles.

Jason Archambault is a CFP® professional with 16 years of industry experience, currently serving as an advisor at SK Wealth Management, LLC in Providence, RI. He has been with SK Wealth Management since 1998, contributing to the firm's team of six advisors. SK Wealth Management provides fee-only financial planning and investment management to a diverse client base, including individuals, trusts, partnerships, and retirement plans. The firm focuses on asset allocation using both strategic and tactical approaches and manages approximately $639 million across about 319 client relationships.

Steven Beauvais is a financial advisor with Sowa Financial Group, holding a Series 63 designation and over 45 years of industry experience. He has worked at Sowa Financial Group since 2000 and at Commonwealth Equity Services since 1995. Outside of his advisory work, he owns Beauvais Pottery, a pottery business located in Smithfield, RI. Sowa Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $517 million for around 572 clients, offering primarily discretionary portfolio management tailored to client objectives and risk tolerances.

Scott Lisle is a financial advisor at Brown, Lisle/Cummings, Inc. in Providence, RI, with 31 years of industry experience. He has been with Brown, Lisle/Cummings since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lisle is a partner in Creekside Angling Co., a fly fishing company. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $480.6 million in discretionary assets. The firm offers portfolio management through a wrap-fee program and employs a range of investment strategies and products tailored to client objectives.

Donna Sowa Allard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Sowa Financial Group in Lincoln, Rhode Island. She has been affiliated with CommonWealth Financial Network and Sowa Financial Group since 2006. Sowa Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $517 million for around 572 clients, offering primarily discretionary portfolio management alongside standalone financial planning and retirement plan consulting.

Charles Parsons is a financial advisor at Parsons Capital Management Inc with 11 years of industry experience. He holds a Series 65 designation and has been with Parsons Capital Management since 2016. Outside of his advisory role, he serves as treasurer of the Fishers Island Sportsmen's Club and holds board positions with Education Through Music/CO and the Denver Country Club. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts for individuals, retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trusteeship services, employing a research-driven asset allocation process tailored to client needs.

Robert Cusack is a financial advisor at Canton Hathaway LLC in Providence, RI, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Canton Hathaway since 2018. Prior to that, he was with WhaleRock Point Partners, LLC from 2012 to 2018. Outside of his advisory role, he serves as Chief Financial Officer at EMB, LLC, overseeing financial administration, and is the board secretary for the nonprofit Tobacco Settlement Financial Corp. Canton Hathaway provides investment management and advisory services to individuals, family groups, trusts, charitable organizations, and institutional clients. The firm employs a rules-based investment approach that integrates fundamental, technical, and quantitative research with proprietary risk models, managing approximately $673 million in assets through a small team.

Matthew Neyland is a CFA® charterholder with 21 years of industry experience. He has been with SK Wealth Management, LLC since 2008 and has also worked with Scott & Stringfellow, Inc. since 2007. Neyland holds the Series 65 and Series 66 licenses. SK Wealth Management provides fee-only financial planning and investment management to a range of clients, including individuals, trusts, partnerships, and retirement plans. The firm manages approximately $639 million across 319 client relationships with a team of six advisors operating from five offices, emphasizing asset allocation through strategic and tactical frameworks and coordinating with other specialists as needed.

Peter Hunt is a Series 65-licensed financial advisor with Parsons Capital Management Inc in Providence, RI, where he has worked since 1994, totaling 30 years of industry experience. He serves as President and Director of Meehan Fund, Inc., and holds trustee and officer roles in several nonprofit organizations, including the Meehan Foundation and the Greensboro Free Library Finance Committee. Parsons Capital Management is an SEC-registered investment adviser managing over $2 billion across various client types, offering tailored portfolio management and financial planning services based on fundamental, quantitative, and technical research.

Sean Giles is a Senior Financial Advisor at StrategicPoint Investment Advisors LLC with 20 years of industry experience. He has been with StrategicPoint since 2006, serving in advisory roles throughout the firm's evolution. Outside of his advisory work, Giles serves as a trustee for a private irrevocable trust and holds a license as an insurance agent, selling annuities and life insurance products. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a proactive, tactical asset-allocation process managed by a Portfolio Management Committee and offers personalized portfolio models, including sustainable/ESG options, utilizing third-party platforms and selected sub-advisors.

Donald Sowa is a CFP® with 38 years of industry experience and has been with Sowa Financial Group since 2000. He also maintains a long-standing association with Commonwealth Equity Services, Inc. Outside of his advisory role, he reads commercials on a radio program. Sowa Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $517 million for about 572 clients, offering primarily discretionary portfolio management tailored to various client objectives and risk tolerances.

Nathan Beauvais is a CFP® professional with 11 years of experience, currently serving at Sowa Financial Group since 2014. He holds a Series 66 license and has been associated with CommonWealth Financial Network over the same period. Outside of his advisory role, Beauvais is active as a freelance musician, performing and teaching music in the Rhode Island area. Sowa Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $517 million for around 572 clients, offering discretionary portfolio management, standalone financial planning, and retirement plan consulting with access to Commonwealth’s PPS Select program.

Andrew Cayer is a CFP® professional with eight years of experience in financial advising. He has worked at SK Wealth Management, LLC since 2023 and previously held positions at Aevitas Wealth Management, Inc. and Artemis Financial Advisors. SK Wealth Management is a fee-only firm serving individuals, trusts, partnerships, and retirement plans across a six-advisor team with five offices. The firm emphasizes strategic and tactical asset allocation using mutual funds, ETFs, and other investment vehicles, and coordinates tax planning through an affiliation with an accounting firm.

Edwin Fischer is a Series 65-licensed financial advisor with Parsons Capital Management Inc. in Providence, RI, where he has worked since 1998, accumulating 26 years of industry experience. He serves as the managing member of Halidon House LLC and is president of the Newport Country Club. Parsons Capital Management is an SEC-registered investment adviser managing over $2 billion across a diverse client base, offering tailored portfolio management, financial planning, and consulting services through a multi-advisor team approach.

Wade Walbrun is a financial advisor at Van Liew Capital Inc. in Providence, RI, holding a Series 65 designation with 29 years of industry experience. He has worked at Van Liew Trust Company and Van Liew Capital Inc. since 1993. Van Liew Capital Inc. provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable institutions. The firm employs a combination of growth and value equity strategies with a cycle-aware approach, integrating top-down economic analysis and multiple research methods, alongside active fixed-income management and quarterly Investment Committee reviews.

Robert Moffett III is a financial advisor with Newman Dignan & Sheerar, Inc. in Providence, RI, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. Prior to joining Newman Dignan & Sheerar, he worked for Olive Ridley Private Client Services LLC and Capital Group. He is also registered as an independent insurance agent. Newman Dignan & Sheerar, Inc. provides discretionary investment management and financial planning services to individuals, pension plans, trusts, business entities, and charitable organizations. The firm employs a variety of strategies, including the use of equities, fixed income, ETFs, derivatives, and private funds, tailoring portfolios to client objectives with a focus on both traditional and alternative investments.

Reid Hansen is a financial advisor with NCU Investment Solutions, holding CFP® and ChFC® designations along with Series 63, 65, and 66 licenses. He has 25 years of industry experience and has previously worked at firms including LPL Financial, CUNA Mutual Group, and Citizens Securities, Inc. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios based on fundamental analysis and long-term strategies, managing accounts both discretionary and non-discretionary, and incorporates unaffiliated sub-advisors when appropriate.

Joseph Healy is a financial advisor at Van Liew Capital Inc with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Van Liew Trust Company, Van Liew Capital Inc., and Van Liew Securities, Inc. since 1992. Van Liew Capital Inc. provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable institutions. The firm employs a cycle-aware investment approach combining growth and value equity strategies with fixed-income management, supported by quarterly reviews from an Investment Committee.