Shane Jedson is a financial advisor at Capital Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was involved with Fairfield University and has worked as an electrical supervisor for Ryan Designs LLC, where he coordinates lighting and decor for events. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for about 600 clients. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates.

Justin Silvia is a financial advisor at Richard C. Young & Co., Ltd. with one year of industry experience. He holds a Series 65 designation and joined the firm in 2024. Prior to his advisory role, he spent seven years working at The Red Dory Restaurant and four years at Tiverton High School. Richard C. Young & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, offering a range of firm-designed portfolio programs. The firm employs a multifaceted investment approach combining fundamental, technical, cyclical, quantitative, and qualitative analysis, managing approximately $1.56 billion in discretionary assets across seven advisors.

Sean Marchetti is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cetera Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, LLC, and LPL Financial. He also offers insurance products through various companies, including sales via an affiliated firm. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm provides investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments, combining discretionary and consultative services tailored to client needs.

Adam Avila is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Pallas Capital Advisors, LLC and has prior experience at Purshe Kaplan Sterling Investments and Prudential Financial Planning Services. Avila also sells insurance and annuity products to assist clients with their financial objectives. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, fiduciary approach to portfolio construction, utilizing ETFs, mutual funds, stocks, bonds, and alternative investments, and offers a range of wealth management and financial planning services.

Jason Rosenberg is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Santander Securities and Santander Bank since 2017, and prior to that was with CCO Investment Services Corp. His career has been focused within the Santander organization for the past several years. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and a centralized service team.

Benjamin Veglas is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Summit Financial in 2025, he worked at Ivy Wealth Management, The Patriot Financial Group Insurance Agency, and Fidelity Investments. His background also includes roles outside of finance, such as work at Alberto’s Pub & Pizza and multiple positions at Quinnipiac University. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, retirement plan advisory services, and access to alternative investments through various managed portfolio and third-party platforms.

Michael Kiernan is a CFP®-certified financial advisor with five years of industry experience. He is currently with Summit Financial, LLC and previously worked at firms including Cetera Financial Services and Merrill. Outside of his advisory role, he volunteers as a golf league manager and site administrator for a local golf league. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate varied client preferences.

Christine Canapari is a financial advisor at Mariner Independent with 21 years of industry experience. She holds the ChFC® designation and Series 65 license. Her prior work includes roles at Strategic Point Investment Advisors, LLC and AdvicePeriod, LLC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, supported by institutional and retirement plan resources and affiliated investment relationships.

Heriberto Luna is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Geneos since 2011. He also serves as a registered assistant at Strategic Financial Group. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Kelly Almonte is a financial advisor at Kestra Private Wealth Services, LLC with 20 years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Kestra in 2018. Almonte holds Series 63 and Series 66 licenses. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Anthony Landi Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2018 before joining Kestra. Outside of his advisory role, he serves on the boards of Providence Rotary and Bradley Hospital and is involved in community fundraising and youth program initiatives. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions, offering access to a broad range of investment products and platforms along with specialized services such as annuity subaccount management and 529 plan administration.

Garret Quillen is a financial advisor with Pallas Capital Advisors, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, United Planners Financial Services of America, and Thompson Insurance Group. Outside of his advisory work, he owns an auto detailing business and is a licensed notary. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and retirement plans, employing a long-term fiduciary approach with diversified investment strategies.

Emilio Senesi Jr. is a financial advisor with Summit Financial, LLC who holds the CFP® and ChFC® designations and has 44 years of industry experience. Prior to joining Summit Financial in 2025, he worked at firms including Cetera Financial Specialists, Patriot Retirement Plan Partners, Patriot Financial Group, Ivy Wealth Management, Securities America, Inc., and LPL Financial. He serves as vice president on the board of his condominium association, a voluntary role unrelated to his financial advisory work. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, retirement plan advisory services, and access to alternative investments, supporting customizable portfolios and held-away account management.

Sean Sullivan is a Series 65-licensed advisor with Integrity Advisory Solutions and has been working in the financial services industry since 2026. He also has experience with Narragansett Wealth Management LLC and has been involved with Spectra Systems Corporation since 2009. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and other services, managing approximately $1.1 billion in client assets.

Collin Soucy is a financial advisor at Sequent Planning, LLC with a Series 65 designation and one year of industry experience. His prior roles include work as an independent Medicare insurance agent and involvement with Educational Workshops LLC. Outside of advisory activities, he is engaged with Educational Workshops LLC, which suggests a focus on client education. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework, diversified manager exposures, and tax-aware strategies, supported by a network of independent advisers.

Robert Breslin III is a CFP® professional with 30 years of industry experience. He is currently with CW Advisors, LLC and has held prior roles at Congress Wealth Management LLC, Rhb LLC dba Financial Life Planning, and Financial Architects Partners, among others. Outside of his advisory work, he is involved in managing real estate properties through Prospect Street Properties. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a blend of active, passive, quantitative, and ESG strategies, with centralized investment oversight and a range of wealth management and family office services.

Christopher Adam is a financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Pallas Capital Advisors since 2023 and at Adam Financial LLP since 2020, where he also serves as a staff accountant providing tax services. Pallas Capital Advisors is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, primarily serving individuals, trusts, estates, and retirement plans with a long-term, fiduciary investment approach.

Mark Piccerelli is a financial advisor at Summit Financial, LLC with 24 years of industry experience. His prior roles include positions at The Patriot Financial Group and Ivy Wealth Management, Inc. Outside of advising, he is a member of The Brewers Guild, a professional brewers' organization. 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 preferences.

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.