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.

David Izzi is a financial advisor at Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 credentials with 36 years of industry experience. He has been with Brown, Lisle/Cummings since 1990. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm offers portfolio management, financial planning, and consulting through a wrap-fee program utilizing Envestnet’s Managed Account Solutions platform, with approximately $480.6 million in discretionary assets as of December 31, 2025.

Garrett Marcoux is a financial advisor at Capital Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm in 2025, he held various roles in sectors including food service and community organizations. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm uses individualized Investment Policy Statements and fundamental security analysis to construct diversified portfolios, generally managing accounts on a discretionary basis with regular reviews and rebalancing.

Maria Plante is a financial advisor at Brown, Lisle/Cummings, Inc. with 30 years of industry experience. She has been with the firm since 2004. Plante holds Series 63 and Series 65 licenses. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm manages approximately $480.6 million in discretionary assets and offers portfolio management and financial planning through a wrap-fee program using Envestnet’s Managed Account Solutions platform.

Cheryl Dugas Ethier is a CFP® professional with 16 years of experience in the financial advisory industry. She has been with SK Wealth Management, LLC since 2006. SK Wealth Management offers 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 and combines strategic and tactical approaches while coordinating with specialists and leveraging its affiliation with an accounting firm for integrated tax planning.

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.

Matthew Sweet is a CFP® professional with 17 years of industry experience. He is currently with Axis Wealth Partners, LLC and has prior experience at Randall Financial Group, LLC. Outside of his advisory work, he is involved in raising livestock at Heritage Park Farm in Sterling, CT. 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 using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

Edward Buxton is a Series 65-licensed financial advisor with 25 years of industry experience. He has been with Newman Dignan & Sheerar, Inc. since 2003. 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’s portfolios are tailored to client objectives and utilize a range of investment tools including equities, fixed income, mutual funds, ETFs, options strategies, and structured products.

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.

Anthony Marcello is a financial advisor with Canton Hathaway LLC in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Four Points Capital Partners and Cetera Advisor Networks. Outside of his advisory work, he is involved in consulting on real estate, insurance, and business introductions through ACM3, LLC. Canton Hathaway provides investment management and advisory services to individuals, families, trusts, charitable organizations, and institutional clients, managing approximately $673 million in assets. The firm uses a rules-based approach combining fundamental, technical, and quantitative research, and offers discretionary portfolio management, outsourced CIO services, and administration of affiliated private investment funds.

John Trevor is a CFP® and Series 65 credentialed financial advisor with 18 years of industry experience. He has been with Parsons Capital Management, Inc. since 2011. Outside of his advisory role, he serves in several community and nonprofit positions, including treasurer of St. John's Church of Fisher Island, trustee of the Igwe Trust Investment Club, board member of Providence Mutual Fire Insurance Co, chair of the endowment funds board at Central Congregational Church, and a member of the investment committee at St. Andrew's School. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts, serving individuals, qualified 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 each client’s needs.

Daniel Da Ponte is a financial advisor at Axis Wealth Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with Axis Wealth Partners since 2013. Prior to joining the firm, he worked for the State of Rhode Island for 20 years. Da Ponte serves as a board member for the Greater Providence YMCA and Neighborhood Health Plan. 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 using diversified portfolios of index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

John Mullen is a Series 65-credentialed financial advisor at Parsons Capital Management Inc with 18 years of industry experience. He has been with Parsons Capital Management since 2008. Outside of his advisory role, he serves on the boards of trustees for Providence Country Day School and the Roger Williams Zoological Society and volunteers with the Wheeler School/Hamilton School Committee. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across diverse client types including individuals, retirement plans, trusts, endowments, foundations, and corporations. The firm offers tailored portfolio management and financial planning services using a research-driven asset allocation process and conducts regular account reviews.

Mars Bishop is a CFA® charterholder with 29 years of industry experience. He has been with Blue Fin Capital, Inc. since 1997 and is also associated with Blue Fin Partners Holdings since 1996. Blue Fin Capital provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, estates, retirement accounts, and select corporate and charitable clients. The firm employs a tailored, suitability-driven investment approach that integrates fundamental, cyclical, and technical analysis with both long- and short-term trading strategies, including the use of derivatives in certain accounts.

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.

Bernard Poirier is a financial advisor at Capital Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been associated with Capital Wealth Management, Inc. since 2012 and ParmeeLe, Poirier & Ass since 1992. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for around 600 clients. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates, employing fundamental security analysis to build diversified portfolios.

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.