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.

Emanuel Pinheiro is a financial advisor at Axis Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Horizon Benefits LLC and NYLIFE Securities LLC. He also works as an independent contractor brokering commercial health and ancillary insurance products and provides consultation on employee benefit offerings. Axis Wealth Partners serves individuals, plan sponsors, and corporate clients with investment management, financial planning, pension consulting, and business consulting. The firm manages approximately $377 million in discretionary assets and employs a team-based approach that incorporates index mutual funds, ETFs, and various analytical methods.

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.

Judith Higgins is a CPA and financial advisor with 24 years of industry experience. She is affiliated with Blue Chip Financial Advisors, LLC, a team-based firm of five advisors. Higgins has operated Higgins Financial Advisors, Inc. and served at Blue Chip Financial Advisors, LLP since 2001, and she has provided accounting and tax services through her CPA firm since 1990. Outside of finance, she is a shareholder and officer of Lincoln Bar & Grille. Blue Chip Financial Advisors, LLC offers investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm uses a client-directed, non-discretionary approach, combining long- and short-term strategies and emphasizes collaboration with accounting professionals and retirement-plan education.

Mackenzie Richards is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently with SK Wealth Management, LLC and has previously worked at Commonwealth Financial Network, Citizens Securities, Inc., LPL Financial, and Wells Fargo Clearing. SK Wealth Management provides fee-only financial planning and investment management to individuals, trusts, partnerships, and retirement plans. The firm manages approximately $639 million across 319 client relationships and emphasizes asset allocation using mutual funds, ETFs, and socially responsible funds, with discretionary account management and coordinated tax planning through its affiliation with an accounting firm.

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.

Scott Lisle is a financial advisor at Brown, Lisle/Cummings, Inc. in Providence, RI, with 32 years of industry experience. He has been with Brown, Lisle/Cummings since 2005 and previously worked at D.A. Davidson & Co. from 2002 to 2005. Outside of his advisory role, he is a partner in Creekside Angling Co, a fly fishing business. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering portfolio management and financial planning through a wrap-fee program that integrates various investment strategies and products.

Patrick Barry is a financial advisor at Barry Investment Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Barry Investment Advisors since 2014. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a Balanced Global Value investment approach, combining equities, fixed income, and cash with a value-oriented equity selection process based on extensive global company data and traditional valuation metrics.

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.

Nolan Beattie is a financial advisor at WealthCare Investment Partners LLC in Portsmouth, RI, holding Series 65 and Series 66 licenses with four years of industry experience. He has worked with Private Client Services and WealthCare Investment Partners since 2022 and has been involved with the Tiverton School System since 2012. WealthCare Investment Partners provides wealth management, portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a primarily long-term, model-driven investment approach with customized portfolios featuring low-cost, diversified mutual funds, ETFs, equities, and fixed income instruments.

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.

Andrew Cayer is a CFP® professional with nine years of industry experience. He has worked at SK Wealth Management, LLC since 2023 and previously held roles at Aevitas Wealth Management, Inc. and Artemis Financial Advisors. SK Wealth Management provides 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 using strategic and tactical frameworks and operates a six-advisor team across five offices.

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.

David Mailloux is a financial advisor with WealthCare Investment Partners LLC in Portsmouth, RI. He holds the Series 63 and Series 65 designations and has 40 years of industry experience, including 22 years at LPL Financial and eight years at WealthCare Investment Partners. Mailloux also serves as an advisor in fixed insurance. WealthCare Investment Partners provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to a range of clients, including individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a primarily long-term, model-driven investment process using diversified mutual funds supplemented with ETFs, equities, and fixed income, managing over 1,800 clients with a six-advisor team.

Robert Moffett III is a financial advisor at Newman Dignan & Sheerar, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 credentials. His prior experience includes 15 years at Capital Group and two years at Olive Ridley Private Client Services LLC. He is also an independent insurance agent outside of his advisory role. Newman Dignan & Sheerar, Inc. offers discretionary investment management, financial planning, and retirement plan consulting services to individuals, pension plans, trusts, business entities, and charitable organizations. The firm employs tailored portfolios using a range of asset classes and strategies, including options and structured products, with an emphasis on client-directed discretion.

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.