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.

Connor Russ is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Bristol Wealth Group, where he is part of a five-advisor team, and previously was employed at Raymond James Financial Services Advisors, Inc. and Bristol County Savings Bank. Outside of his financial advisory role, he serves as a football official for youth and high school games through the Southeastern MA Football Officials Association. Bristol Wealth Group is a registered investment adviser managing approximately $985.6 million in client assets and serving individuals, trusts, pension plans, charitable organizations, and corporations. The firm provides discretionary wealth management and financial planning, using fundamental analysis to manage tailored portfolios aligned with client objectives and risk tolerances.

Arthur Everly is a financial advisor with Wealth Management Resources, Inc. in Smithfield, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience and has been with Wealth Management Resources since 1995. Prior to that, he spent 18 years at Wealth Management Realty Partners, LLC. Everly serves on the board of directors for the Partnership to Reduce Cancer in Rhode Island. Wealth Management Resources, Inc. provides advisory services to individuals, retirement plans, trusts, estates, and business entities, offering discretionary portfolio management and financial planning among other services. The firm emphasizes asset allocation through custom portfolios using ETFs and model portfolios, and integrates advisory, brokerage, and insurance activities to implement a range of investment and insurance solutions.

Dean Larabee III is a financial advisor at Bristol Wealth Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial and Ricciardi Financial Group. Outside of his advisory role, Larabee serves as chairperson for the Berkley Public Library Building Committee. Bristol Wealth Group is a five-advisor team that provides financial planning and discretionary wealth management to individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm manages nearly $1 billion in client assets using fundamental analysis to construct tailored portfolios and offers ongoing portfolio supervision alongside financial planning.

Scott Everly is a financial advisor with Wealth Management Resources, Inc. in Smithfield, RI. He holds the ChFC® designation along with Series 65 and Series 63 licenses and has 11 years of industry experience. His career includes roles at both Wealth Management Resources, Inc. and Purshe Kaplan Sterling Investments. Wealth Management Resources, Inc. serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides discretionary portfolio management, financial planning, and specialized advisory services, using a Custom Account program focused on asset allocation with exchange-traded funds and model portfolios.

Paul Stone is a financial advisor at Genesis Wealth Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Genesis since 2012. In addition to his advisory role, he is licensed as an insurance producer in Massachusetts. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm uses fundamental analysis and long-term portfolio construction tailored to each client’s objectives, with a distinctive focus on model portfolios and detailed performance reporting.

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 a financial advisor at Byrne Financial Freedom, LLC. His prior experience includes roles at LPL Financial LLC, Gibraltar Wealth Management, Boenning & Scattergood, Inc., and The Vanguard Group, Inc. Outside of finance, he has worked in the hospitality sector, including positions at Urban Village Brewing Company and MadRex Restaurant. 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 provides comprehensive financial planning and discretionary portfolio management, utilizing a long-term investment approach focused on fundamental analysis and diversified portfolios including mutual funds, ETFs, stocks, bonds, and REITs.

Paul Duval is a financial advisor at Genesis Wealth Advisors, LLC with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Duval has worked at Genesis Wealth Advisors since 2011 and also serves as president of GCA Insurance Agency, Inc., where he is involved in insurance-related activities. Genesis Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing investment management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction tailored to client objectives, with an emphasis on model portfolios and comprehensive performance reporting.

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.

Mark Mcauley is a CFP® with 15 years of industry experience, currently serving at Great Oak Capital Partners, LLC since 2019. He is also president of Great Oak Tax Planning, Inc., a tax preparation firm. Mcauley’s background includes over two decades of involvement in tax services through Great Oak Tax Planning. Great Oak Capital Partners, LLC provides wealth management, financial planning, investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm employs an evidence-based investment approach focused on low costs, diversification, rebalancing, and factor integration, and combines investment advice with access to tax and accounting services through affiliated companies.

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.

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.

Martin Paul is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 50 years of industry experience. He has worked with multiple firms, including Cetera Advisors LLC and Silver Oak Securities, Inc. Outside of his advisory role, he serves as a service officer for local veterans' organizations, including VFW Post 2547 and American Legion Post 7 in North Easton, MA. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis techniques and offers both discretionary and non-discretionary services.

Louis Ricciardi is a financial advisor at Bristol Wealth Group with 44 years of industry experience. He has held positions at Raymond James Financial and UBS Financial Services before joining Bristol Wealth Group in 2018. Ricciardi serves on multiple 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 the board president of the Taunton Development Corp. Bristol Wealth Group is a five-advisor team that provides financial planning and discretionary wealth management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages portfolios using fundamental analysis and offers ongoing portfolio supervision and periodic reviews tailored to client objectives and risk tolerances.

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 with Sandhill Investment Management, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 40 years of industry experience, including prior roles at MMA Agency, MMA Securities, Fiduciary Investment Advisors, LLC, and Positive Retirement Outcomes, LLC. Dillon serves as a regional vice president and board member for Ducks Unlimited, Inc., a nonprofit focused on wetlands and waterfowl conservation. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering direct portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up research approach and typically follows a long-term, buy-and-hold investment strategy across diversified asset allocation, municipal bond, preferred-equity, and alternative investment strategies.