John Edwards is a financial advisor with RMR Wealth Builders, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining RMR Wealth Builders, he worked at Ivy Wealth Management, Inc. and Aspire Financial Services. Edwards serves as a town councilor for Tiverton, Rhode Island. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a combination of discretionary and non-discretionary strategies.

Richard Lewis is a financial advisor at Robertson Stephens with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at HighTower Securities for eight years. Outside of his advisory role, he is the CEO of StudentTicket, a nonprofit that aims to connect students to local communities. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm manages discretionary and non-discretionary portfolios, offering planning services such as tax and estate planning, and uses both in-house and third-party investment management, serving clients with $8.76 billion in assets under management as of year-end 2025.

Kevin Skaltsis is a CFP® professional with 16 years of experience in the financial industry, currently associated with Foundations Investment Advisors LLC. His career includes roles at Advisors Excel, Advisors' Academy, GWN Securities, and Combined Benefits United. Outside of finance, he teaches professional foosball clinics at tournaments on a limited basis. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with discretionary or non-discretionary authority assigned to its investment adviser representatives.

Jia Chen is a financial advisor with McAdam LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining McAdam, Chen worked at several firms including AE Wealth Management, Massey and Associates, and Mutual of America Securities. Chen also serves as Lead Financial Advisor at Massey & Associates, Inc., where they are involved in insurance sales and services. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios with a mix of traditional and specialized investments, and offers unique services such as a tiered subscription planning product and AI-monitored advisory tools.

Richard Bauchspies Jr. is a CFA® charterholder with 33 years of industry experience. He has been with The Burney Company in Portsmouth, RI since 1992. The Burney Company serves mostly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs proprietary fundamental and quantitative models within a multi-team platform, offering discretionary equity portfolio management, financial planning, and tax preparation through an affiliated CPA firm.

Joshua Pacheco is a financial advisor at IP Financial Advisory Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Innovation Partners LLC and Axis Advisors LLC since 2014. Outside of his advisory roles, he owns and operates a furniture store. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using a variety of analyses and also provides access to third-party investment advisors, focusing on non‑high-net-worth individuals.

Ralph Coppola is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Summit Financial, LLC since 2025. His prior roles include positions at The Patriot Financial Group, Ivy Wealth Management, and Meridien Financial Group, among others. Outside of advisory work, he owns Sustainable Benefits Strategies, LLC, an insurance business, and serves on several nonprofit and community boards including the Northern RI Council of the Arts and Health Source RI. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to meet client-specific needs.

Megan Grandmaison is a financial advisor with Robertson Stephens, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Hightower Advisors and Hightower Securities for seven years and has also held roles outside finance, including at APB Vape LLC and The Ocean House. Robertson Stephens provides investment advisory services to individuals, families, trusts, and institutional clients, offering portfolio management, consulting, and planning services. The firm manages $8.76 billion in assets and employs a comprehensive investment approach overseen by an internal committee.

Carol Nulman is a financial advisor at Robertson Stephens with Series 63 and Series 65 licenses and 43 years of industry experience. She previously worked at Hightower Advisors and Hightower Securities for ten years before joining Robertson Stephens in 2025. Outside of her advisory role, she serves as a trustee for various trusts and a private family foundation and is involved in managing sports-related investments, including ownership interests in U.S. baseball teams and sports rights in Cuba. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines advisor-driven advice with centralized model portfolios and oversight, managing over $7 billion in client assets as of the end of 2024.

Todd Sadwin is a financial advisor at Summit Financial, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at The Patriot Financial Group, Ivy Wealth Management, Inc., Minnesota Life Insurance Company, Securian Financial Services, Inc., and Pioneer Financial Group. In addition to advising, Sadwin offers insurance products as a broker through various companies. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm provides investment advisory, financial planning, retirement plan services, and access to alternative investments through a combination of discretionary and consultative platforms.

Megan Logee is a financial advisor at Mariner Independent with 12 years of industry experience. She holds the ChFC® designation and Series 65 license. Her prior roles include positions at AdvicePeriod, LLC and Strategicpoint Investment Advisors. Outside of her advisory work, she is the owner of RM Wealth Management, a non-investment-related business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management, supported by institutional resources and third-party sub-advisors.

Goda Stevens is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Wells Fargo for 12 years before joining Ashton Thomas, where she has been affiliated in various roles since 2021. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for over 2,200 clients through a team of 18 advisors. The firm offers a range of investment management and retirement plan consulting services to individuals, businesses, trusts, estates, and charitable organizations.

Daniel Legault is a CFP® with 23 years of industry experience, currently with Mariner Independent. His prior roles include positions at AdvicePeriod, LLC, Kolb Wealth Management, LLC, and Strategicpoint Investment Advisors. He also founded 1661 Wealth Management, an income-generating business started in 2022. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of 119 investment adviser representatives. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Hunter Norte is a CFA® charterholder with 15 years of industry experience. He is currently a Vice President and Portfolio Manager at Robertson Stephens Wealth Management, LLC and Robertson Stephens Capital Markets, LLC, having joined the firm in 2025. His prior roles include positions at Goldman Sachs and Hightower. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm manages discretionary and non-discretionary portfolios using a variety of investment vehicles and employs a structured approach with oversight from an internal Investment Office and Committee.

Mary Lundstrom is a CFP® and ChFC® with 23 years of experience in financial advising. She is currently with OnePoint BFG Wealth Partners and has held prior roles at Bleakley Financial Group, Private Advisor Group, and Northwestern Mutual. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities, utilizing a combination of proprietary models and third-party managers to deliver discretionary and non-discretionary portfolio management.

Brad Ingegneri is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Summit Financial, LLC and has prior experience at firms including Purshe Kaplan Sterling Investments, Cetera Financial Specialists LLC, The Patriot Financial Group, Ivy Wealth Management, Inc., and Securities America, Inc. Outside of his advisory work, he is an owner of a real estate rental business. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client needs.

Jeffrey Alexander is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Great Valley Advisor Group since 2021 and has also been associated with LPL Financial from 2015 to the present. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Dynamic, client-focused CFP® professional, Investment Advisor, and attorney who thrives to deliver a best-in-class client experience. I’ve spent 20 years in finance, including twelve years on the legal side (financial restructuring, bankruptcy, structured and municipal finance), and I now serve clients as a fiduciary financial planner and investment advisor. I'm responsible for all aspects of my clients’ financial planning needs, including creating detailed financial plans, estate planning strategy, tax strategy, and portfolio management. Successfully self-published my first book (link below) and co-hosted my first podcast on real estate and personal finance (Dollars & Dwellings — available on Apple and Spotify). I’m a member of the Estate Planning Council of Rhode Island, the Rhode Island Chapter of the Financial Planning Association, and a member of the Rhode Island Foundation’s Professional Advisory Council. To lean more about my book, you can read about it here: https://www.stringerfin.com/blog/blog-post-title-one-jgfam.

Robert Stein is a financial advisor with Capitol Securities Management, Inc. in Narragansett, RI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Capitol Securities since 2003. Outside of his advisory work, he operates a small business selling socks on weekends. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services combined with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs including separately managed accounts and wrap fee programs, utilizing a range of investment instruments and third-party money managers.

Michael Raspallo is a financial advisor with Summit Financial, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including prior roles at Cetera Financial Specialists LLC, Ivy Wealth Advisors, Securities America, Inc., Patriot Financial Group, and LPL Financial, LLC. He serves on the boards of Horizon Pharmacy and Thrive Behavioral Health in Warwick, RI. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.