Robert Mc Carthy is a Series 65 credentialed financial advisor with 18 years of industry experience. He is currently with Alternative Capitalis, LLC and has concurrently worked at KBC Holdings LLC since 2008. Alternative Capitalis, LLC, doing business as Kanon Bloch Carré, is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, financial planning, and pension consulting services, employing a mix of fundamental, quantitative, technical, and modern-portfolio analysis strategies.

David Wiech is a financial advisor at Statera Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Statera Financial, LLC provides investment advisory and financial planning services to individual clients, offering portfolio management, risk assessment, and estate-planning coordination. The firm’s investment approach is tailored to client objectives and risk tolerance, using asset allocation, dollar-cost averaging, and periodic reviews, with attention to tax considerations and specific risks such as those related to cryptocurrency.

John Choe is a financial advisor at Finarc Investments, Inc. in Norwood, MA, holding a Series 65 designation with 11 years of industry experience. He has been with Finarc Investments since 2014. Finarc Investments is an SEC-registered investment adviser serving individuals, pensions, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and financial planning, using fundamental and technical analysis across various asset classes with ongoing supervision and client reviews.

Christopher Byrne is a financial advisor at Byrne Financial Freedom, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group, Inc. and LPL Financial LLC. Byrne has been with his current firm since 2019. Byrne Financial Freedom, LLC is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, using low-cost mutual funds, ETFs, and individual securities, while offering discretionary portfolio management and retirement plan advisory services.

Joseph Marsden is a financial advisor at Trust Advisory Group Ltd with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including StoneX Securities Inc and Solares Hill Advisors. In addition to his advisory role, he is an attorney at Marsden Law P.C. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a multi-manager investment approach and uses third-party platforms to support a team of approximately 30 advisors managing nearly $494 million in discretionary assets.

Andre Fernandes is a CFP® with 22 years of industry experience. He has been with Stage Harbor Financial since 2018 and previously worked for Weston Financial Group and Weston Securities Corporation for 18 years. Outside of his advisory role, he is an owner and partner in GBH Partners LLC, which is involved in insurance sales. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment approach combining low-cost passive strategies with active management and offers discretionary portfolio management alongside stand-alone financial planning and ERISA fiduciary services.

William Lefavor is a CFP® with 20 years of experience in the financial services industry. He has been with Stage Harbor Financial since 2018 and previously worked at Weston Securities Corporation for two years. Lefavor is also a partner in GBH Partners LLC, a company involved in insurance sales distinct from his advisory role. Stage Harbor Financial serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with wealth management, financial planning, and investment management services. The firm employs a core/satellite investment approach combining low-cost passive exposures with active strategies and manages over $1.09 billion in client assets.

James Scanlan is a CFP® professional with 41 years of industry experience. He is currently with Stage Harbor Financial, where he has worked since 2024. Prior to this, he was with APELLA Wealth from 2017 to 2024 and held a role at Symmetry Partners between 2017 and 2019. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a core/satellite investment philosophy combining low-cost passive exposures with active strategies and offers discretionary portfolio management alongside stand-alone financial planning and ERISA fiduciary 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.

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.

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.

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.

Kerry founded BeingFIT to deliver what most financial advice lacks: true integration. Planning, investing, and tax strategy—aligned into one disciplined system designed to create and preserve wealth. With two decades of experience inside major financial institutions, Kerry built deep expertise in investment strategy, tax planning, retirement design, and complex financial decisions. She later advised financial professionals nationwide, reviewing and refining thousands of plans for accuracy, efficiency, and strategic edge. Today, Kerry works with a select group of clients who value clarity, coordination, and results. Her approach focuses on aligning every financial decision—from investments to equity compensation to real estate—into a cohesive, tax-aware strategy. Outside of her work, Kerry prioritizes health, family, and independence. Whether training, traveling, or at the hockey rink with her daughter, she lives the same principles she brings to her clients: discipline, intention, and long-term focus.

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.

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.

Brian Dillon is a financial advisor at Sandhill Investment Management with 40 years of industry experience. He holds the ChFC® designation as well as Series 65 and Series 63 licenses. Prior to joining Sandhill in 2019, Mr. Dillon worked at MMA Agency, MMA Securities, and Fiduciary Investment Advisors. He serves as Regional Vice President and a board member of Ducks Unlimited, Inc., a nonprofit focused on wetlands and waterfowl conservation. Sandhill Investment Management serves individual and high-net-worth clients, as well as institutional and retirement-plan clients, providing direct portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up investment approach with a long-term, buy-and-hold orientation across diversified strategies, including municipal bonds, preferred equity, and limited alternative investments.

David Poole is a financial advisor at Verity Investment Partners with 15 years of industry experience. He has previously worked at Charles Schwab Investment Management and Thomaspartners, Inc. Poole holds Series 63 and Series 65 licenses. Verity Investment Partners manages discretionary portfolios and provides ongoing financial planning and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes dividend-paying equities alongside fundamental and technical analysis and serves clients with a team of 12 advisors across five offices.

Paul Ma is a financial advisor at BG Investment Services, LLC with 12 years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. Before joining BG Investment Services in 2026, he worked for Fidelity Investments for 11 years. BG Investment Services provides portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, trusts, pension plans, corporations, and charitable entities. The firm employs a variety of analytical methods and investment strategies, offers ongoing portfolio monitoring, and uniquely integrates banking and trust services through its affiliation with BankGuam Holding Company, Inc.

Joshua Devereaux is a CFP® professional at Stage Harbor Financial with three years of industry experience. He previously worked at Merrill and UBS Financial Services and has held roles at Bridgewater State University and Western Michigan University. He serves as trustee and beneficiary of a family trust. Stage Harbor Financial provides wealth and investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. Its investment approach combines personalized asset allocation with a core/satellite philosophy integrating passive and active strategies, using a range of securities and independent managers.