Marc Bastien is a CFP® with two years of industry experience, currently serving at Axis Wealth Partners, LLC. Prior to joining Axis Wealth Partners, he worked at Randall Financial Group and has operated Good Counsel Tax Service, Inc., a tax preparation business. Axis Wealth Partners provides investment management, financial planning, pension consulting, and business consulting services to individuals, plan sponsors, and corporate clients. The firm manages approximately $377 million in discretionary assets and typically implements asset-class-based portfolios using index mutual funds and ETFs alongside fundamental and technical analysis.

Andrea Mcnamara is a CFP® with 16 years of industry experience. She is currently with Washington Trust Advisors and has previously worked at Wingate Wealth Advisors and Barry Investment Advisors. 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 across various asset classes and employs third-party managers as appropriate, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

Robert D Amico is a Series 66 licensed advisor with three years of industry experience. He is currently with NCU Investment Solutions and has prior experience at Citizens Securities, Inc. and the Strive D'Amico Group. His background also includes roles outside of finance, such as work with the Allan Fung for Governor Committee and Sturbridge Village. NCU Investment Solutions provides a range of investment advisory and planning services to individuals, retirement plans, trusts, and other entities. The firm’s approach involves firm-developed model portfolios, fundamental analysis, and long-term strategies, with options for discretionary or non-discretionary account management.

Ryan Mc Cormick is a CFP® with five years of industry experience, currently serving as an advisor at Byrne Financial Freedom, LLC. His prior roles include positions at LPL Financial LLC, Gibraltar Wealth Management, Boenning & Scattergood, Inc., and The Vanguard Group, Inc. He has also worked in non-financial sectors such as the food and beverage industry and litigation defense. Byrne Financial Freedom, LLC is a SEC-registered wealth management firm that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management with an investment approach focused on fundamental analysis, low-cost mutual funds and ETFs, and the use of individual securities when appropriate.

Christopher Di Petrillo is a CFP® professional with four years of experience at Wealth Management Resources, Inc. He previously worked in educational roles at Wheaton College and Ponaganset High School. Wealth Management Resources, Inc. serves individuals, retirement plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and educational services. The firm emphasizes customized asset allocation using exchange-traded funds and model portfolios, and integrates advisory, brokerage, and insurance activities.

David Izzi is a financial advisor at Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 credentials with 36 years of industry experience. He has been with Brown, Lisle/Cummings since 1990. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, and consulting through a wrap-fee program utilizing Envestnet’s Managed Account Solutions platform, with approximately $480.6 million in discretionary assets as of December 31, 2025.

Maria Plante is a financial advisor at Brown, Lisle/Cummings, Inc. with 30 years of industry experience. She has been with the firm since 2004. Plante holds Series 63 and Series 65 licenses. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $480.6 million in discretionary assets and offers portfolio management and financial planning through a wrap-fee program using Envestnet’s Managed Account Solutions platform.

Cheryl Dugas Ethier is a CFP® professional with 16 years of experience in the financial advisory industry. She has been with SK Wealth Management, LLC since 2006. SK Wealth Management offers fee-only financial planning and investment management to individuals, trusts, partnerships, and retirement plans, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes asset allocation and combines strategic and tactical approaches while coordinating with specialists and leveraging its affiliation with an accounting firm for integrated tax planning.

Gregory Barishian is a CFP® professional with seven years of industry experience. He is currently with Aurelius Family Office, LLC and previously worked at Corrigan Financial, Inc., among other firms. Barishian serves on the finance committee of The Village Common of RI, a nonprofit supporting older adults aging in place. Aurelius Family Office provides wealth management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs modern portfolio theory and quantitative analysis in its discretionary portfolio management, utilizing a variety of investment vehicles and conducting regular reviews to align with client objectives and risk tolerance.

Edward Buxton is a Series 65-licensed financial advisor with 25 years of industry experience. He has been with Newman Dignan & Sheerar, Inc. since 2003. 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’s portfolios are tailored to client objectives and utilize a range of investment tools including equities, fixed income, mutual funds, ETFs, options strategies, and structured products.

Kevin Worthley is a CFP® with 26 years of industry experience and has been with Wealth Management Resources, Inc. since 2013. He holds the Series 66 designation and is based in Smithfield, Rhode Island. Outside of financial advising, Worthley writes personal finance articles for local media, teaches yoga classes, and coaches new fiction writers. Wealth Management Resources, Inc. advises individuals, retirement plans, trusts, estates, and business entities through discretionary portfolio management and financial planning services. The firm emphasizes custom asset allocation using primarily exchange-traded funds and model portfolios, tailoring investment decisions to client suitability factors.

Eliza Siradze is a financial advisor at NCU Investment Solutions with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has a history of work primarily with Citizens Securities and Citizens Bank before joining her current firm. Outside of her advisory role, she serves as a Notary Public. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs model portfolios with fundamental analysis and long-term strategies, managing accounts on both discretionary and non-discretionary bases.

Anthony Marcello is a financial advisor with Canton Hathaway LLC in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Four Points Capital Partners and Cetera Advisor Networks. Outside of his advisory work, he is involved in consulting on real estate, insurance, and business introductions through ACM3, LLC. Canton Hathaway provides investment management and advisory services to individuals, families, trusts, charitable organizations, and institutional clients, managing approximately $673 million in assets. The firm uses a rules-based approach combining fundamental, technical, and quantitative research, and offers discretionary portfolio management, outsourced CIO services, and administration of affiliated private investment funds.

John Trevor is a CFP® and Series 65 credentialed financial advisor with 18 years of industry experience. He has been with Parsons Capital Management, Inc. since 2011. Outside of his advisory role, he serves in several community and nonprofit positions, including treasurer of St. John's Church of Fisher Island, trustee of the Igwe Trust Investment Club, board member of Providence Mutual Fire Insurance Co, chair of the endowment funds board at Central Congregational Church, and a member of the investment committee at St. Andrew's School. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts, serving individuals, qualified 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 each client’s needs.

Joseph Byrne is a financial advisor with Byrne Financial Freedom, LLC in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Byrne Financial Freedom since 2006 and also maintains an affiliation with LPL Financial. Outside of advising, Byrne serves as a Notary Public in Massachusetts. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, constructing portfolios using low-cost mutual funds, ETFs, and, when suitable, individual securities, while offering ongoing portfolio monitoring, tax management, and access to a range of specialized resources.

Daniel Da Ponte is a financial advisor at Axis Wealth Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with Axis Wealth Partners since 2013. Prior to joining the firm, he worked for the State of Rhode Island for 20 years. Da Ponte serves as a board member for the Greater Providence YMCA and Neighborhood Health Plan. Axis Wealth Partners provides 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 mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

John Mullen is a Series 65-credentialed financial advisor at Parsons Capital Management Inc with 18 years of industry experience. He has been with Parsons Capital Management since 2008. Outside of his advisory role, he serves on the boards of trustees for Providence Country Day School and the Roger Williams Zoological Society and volunteers with the Wheeler School/Hamilton School Committee. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across diverse client types including individuals, retirement plans, trusts, endowments, foundations, and corporations. The firm offers tailored portfolio management and financial planning services using a research-driven asset allocation process and conducts regular account reviews.

Mars Bishop is a CFA® charterholder with 29 years of industry experience. He has been with Blue Fin Capital, Inc. since 1997 and is also associated with Blue Fin Partners Holdings since 1996. Blue Fin Capital provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, estates, retirement accounts, and select corporate and charitable clients. The firm employs a tailored, suitability-driven investment approach that integrates fundamental, cyclical, and technical analysis with both long- and short-term trading strategies, including the use of derivatives in certain accounts.

Mark Rapoza is a financial advisor with Barrett & Company in Providence, RI, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Barrett & Company since 1994. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasional small business or nonprofit clients, managing approximately $529.7 million in assets. The firm creates customized portfolios using a variety of securities and employs a blend of fundamental, technical, quantitative, and charting analysis.

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.