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.

Louis Ricciardi is a financial advisor at Bristol Wealth Group with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services Advisors and Private Client Services. Ricciardi serves on several nonprofit boards, including the Boys & Girls Club of Metro South, Bridgewater State University Foundation, Massachusetts Maritime Academy Foundation, and the Ricciardi College of Business Advisory Board, and he is president of the Taunton Development Corporation board. Bristol Wealth Group provides financial planning and discretionary portfolio management for individuals, trusts, estates, and institutional clients. The firm manages approximately $876 million in discretionary assets, employs fundamental analysis to build tailored portfolios, and operates as a fiduciary with a structure linked to a regional savings bank.

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.

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.

Nolan Beattie is a financial advisor at Wealthcare Investment Partners LLC in Portsmouth, RI, holding Series 65 and Series 66 licenses with three years of industry experience. He has worked in private client services since 2022 and has been involved with the Tiverton School System since 2012. Wealthcare Investment Partners LLC provides wealth management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, trusts, and corporations. The firm employs a long-term, model-based investment strategy focused on low-cost, diversified mutual funds, supplemented with ETFs, stocks, and bonds, and manages approximately $655 million on a discretionary basis.

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.

Devin Russ is a financial advisor at Bristol Wealth Group in Taunton, MA, holding Series 63 and Series 65 licenses. He has been with Bristol Wealth Group since 2025 and has prior experience at Fidelity Investments and in various educational and public sector roles. Outside of his advisory work, Devin serves as a football official for youth and high school games with the Southern Massachusetts Football Officials Association. Bristol Wealth Group provides financial planning and discretionary wealth management for individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages portfolios using fundamental analysis and tailored investment policies, offering fiduciary services and written financial plans.

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, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at LPL Financial, LLC for 22 years before joining Wealthcare Investment Partners and Private Client Services, LLC in 2018. Wealthcare Investment Partners LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a primarily long-term, model-based investment approach focused on low-cost, diversified mutual funds, supplemented by ETFs, selected individual stocks, and bonds, with discretionary oversight and periodic rebalancing.

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.

Nir Kaissar is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been with Unison Advisors LLC since 2005. Mr. Kaissar is also a columnist for Bloomberg Opinion, a role he has held since 2015. Unison manages multi-asset portfolios for individuals, high-net-worth clients, trusts, business entities, and other financial advisors through discretionary separately managed accounts and subadvisory arrangements. The firm employs a quantitative, valuation-driven investment process using liquid, passively managed funds, and operates with a single portfolio manager overseeing over $1.8 billion in discretionary assets.

Michael Moretti is a financial advisor with Blue Chip Financial Advisors, LLC, holding Series 65 and Series 66 licenses and 23 years of industry experience. He has worked at Blue Chip Financial Advisors LLP since 2003 and was affiliated with Triad Advisors, Inc. from 2005 to 2024. Outside of advising, he participates in insurance sales with multiple carriers. Blue Chip Financial Advisors serves individuals, trusts, corporations, retirement plans, and nonprofit entities by providing non-discretionary portfolio management and comprehensive financial planning. The firm operates a client-directed model, employs a mix of investment strategies, and maintains close ties to accounting professionals while offering retirement-plan education and workshops.

Talia Cyr is a financial advisor at William Joseph Capital Management, Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at Loomis Sayles and Target. Additionally, she is an insurance agent affiliated with Joseph E. Goss, Ltd., where she sells life and annuity insurance products. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, utilizing customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform.

Peter Jacavone Jr. is a financial advisor with Barrett & Company in Providence, RI, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Barrett & Company since 1995. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasionally small business or nonprofit clients. The firm manages approximately $529.7 million in assets and creates customized portfolios using a variety of securities and analytical approaches.

Kevin Oates is a financial advisor at Van Liew Capital Inc in Providence, RI, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been affiliated with Van Liew Trust Company, Van Liew Capital Inc., and Van Liew Securities, Inc. since 1991. Van Liew Capital Inc. offers discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, 401(k) plans, IRAs, 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 various research methods, while also emphasizing investment-grade fixed-income management and quarterly investment committee reviews.

Jeffrey Bogosian is a financial advisor at 1 St Discount Brokerage, Inc. in Providence, RI, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with First Discount Brokerage, Inc. since 2003. Bogosian serves on the boards of the J. Arthur Trudeau Memorial Center and the Rhode Island Airport Corporation. 1st Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, employing a range of investment strategies guided by written policy statements. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, serving both high-net-worth and non-high-net-worth clients.

Nathaniel Hahn is a CFP® professional with 22 years of experience in the financial industry. He currently serves at Brown, Lisle/Cummings, Inc., having previously worked at Northeast Planning Associates, Inc. and LPL Financial, LLC. Outside of his advisory work, he operates a home-based food vendor business. 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 utilizing Envestnet’s Managed Account Solutions platform and employs a diverse range of investment strategies including equities, fixed income, mutual funds, ETFs, structured notes, and options.

Michael Leonardo is a financial advisor at Axis Wealth Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, he is involved in fixed insurance sales through Axis Risk Management. 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, utilizing diversified portfolios of index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.