Thomas Guidici is a financial advisor with Guidici Wealth Management LLC, holding Series 63, Series 65, and Series 66 licenses and five years of industry experience. He has worked at several firms, including Coppell Advisory Solutions LLC and Gibbs Wealth Management, LLC, and founded Guidici Financial Group in 2012 where he also acts as an insurance agent. He is involved in the insurance industry through his role at Guidici Financial Group DBA GPS Retirement LLC. Guidici Wealth Management LLC provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals. The firm offers tailored investment advice and written strategies across various asset types and employs discretionary portfolio management with multiple investment techniques, regularly reviewing accounts and allowing client-directed brokerage.

Dana Norman is a financial advisor with Dana R. Norman, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously owned and continues to work part-time as a CPA at an accounting firm she founded, Norman, Graham & DiGangi. Her firm provides discretionary, individualized portfolio management and retirement-plan services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental, mutual fund/ETF, and technical/cyclical analysis to develop client-specific policies, with portfolio management tailored to clients’ objectives and ongoing review based on market events and client circumstances.

Nicole Capuano is a financial advisor with Guidici Wealth Management LLC in Warwick, Rhode Island. She holds a Series 65 designation and has one year of experience at Guidici Wealth Management. Additionally, she has served as vice president and relationship manager at GPS Retirement LLC since 2016, focusing on retirement and insurance client relations. Guidici Wealth Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals. The firm offers tailored investment advice and written strategies across various asset classes, employing discretionary portfolio management with techniques such as asset allocation and dollar-cost averaging.

John Sheerar is a financial advisor with Newman Dignan & Sheerar, Inc. in Charlestown, RI, holding 28 years of industry experience. He has been with Newman Dignan & Sheerar since 1997. 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 primarily allocated among equities, fixed income, mutual funds, and ETFs, and incorporates various implementation tools including options strategies and structured products.

Ned Pascucci is a financial advisor at 1 St Discount Brokerage, Inc. in Providence, RI, holding Series 63 and Series 66 licenses with 31 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years and at 1 St Discount Brokerage for three years. He is also registered as an insurance agent. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering a range of portfolio management, financial planning, and consulting services. The firm employs a diverse investment approach guided by written policy statements and multiple analytical methods, operating both discretionary and non-discretionary accounts.

Richard Anzelone is a financial advisor at StrategicPoint Investment Advisors LLC with 24 years of industry experience. He holds a Series 66 designation and has been with StrategicPoint and its related entities since 2003. In addition to his advisory role, he is a licensed insurance agent offering annuities, life insurance, and other insurance products. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a tactical asset-allocation process overseen by a Portfolio Management Committee and offers personalized model portfolios, sustainable/ESG options, and access to third-party platforms and sub-advisors.

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.

Wilson Saville II is a financial advisor at Barrett & Company in Providence, RI, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Barrett & Company since 1986. Outside of advisory work, he serves on the board of directors of ISOMET Corp, a manufacturer of acousto-optic devices. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasional small business or nonprofit clients. The firm manages approximately $529.7 million in assets and constructs customized portfolios using a variety of securities and analytical methods.

Richard Carolan is a financial advisor at Blue Fin Capital, Inc. in Providence, RI, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Blue Fin Partners Holdings, Triple C Container Corp., and Blue Fin Capital since the mid-1990s. Outside of his advisory work, he serves as treasurer of Triple C Equipment Corp. and sits on the board of directors for Gilbane Building Company. Blue Fin Capital provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, estates, and select corporate and charitable clients. The firm employs a tailored, suitability-driven investment approach that incorporates fundamental, cyclical, and technical analysis, using both long- and short-term trading strategies, including derivatives in some accounts.

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.

Richard Cavanagh is a CFP®, CFA®, and ChFC® with 14 years of experience in financial advisory. He has worked at Newman Dignan & Sheerar, Inc. since 2022 and previously at International Services Incorporated and WhaleRock Point Partners, LLC. Newman Dignan & Sheerar, Inc. 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 wide range of investment tools, including individual equities, fixed income, mutual funds, ETFs, options strategies, and structured products.

Donald Previe is a CFP® professional at Washington Trust Advisors in Providence, RI, with one year of experience in his current advisory role and prior work at The Washington Trust Company since 2017. Before entering the financial services industry, he worked at The Container Store from 2014 to 2017. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using a range of investment vehicles and provides specialized strategies and ongoing oversight through an Investment Committee.

Clifford Tracy Jr. is a financial advisor at Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Brown, Lisle/Cummings since 2012. He receives passive income from policy renewals as a former insurance agent for Mass Mutual. Brown, Lisle/Cummings, Inc. offers investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $480.6 million in discretionary assets. The firm provides portfolio management through a wrap-fee program utilizing Envestnet’s Managed Account Solutions platform and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and options.

Robert Parsons is a financial advisor at Parsons Capital Management Inc with 32 years of industry experience. He has been with Parsons Capital Management since 1993 and holds the Series 63 designation. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts for a range of clients including individuals, qualified retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services, with portfolios tailored through a combination of fundamental, quantitative, and technical research.

Andrew Wong is a CFP® professional with four years of experience at SK Wealth Management, LLC and prior roles in the hospitality industry, including Wyndham Destinations, Marriott, and Starwood. He is based in Providence, RI, and is part of a six-advisor team at SK Wealth Management. SK Wealth Management provides 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 through strategic and tactical frameworks and incorporates coordinated tax planning via an affiliation with an accounting firm.

Derek Amey is a financial advisor at StrategicPoint Investment Advisors LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at StrategicPoint and its predecessor firms since 2002. StrategicPoint Investment Advisors offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a proactive, tactical asset-allocation process managed by a Portfolio Management Committee and provides access to model portfolios, separately managed accounts, and sub-advisors.

Marc Bastien is a CFP® with two years of industry experience, currently serving at Axis Wealth Partners, LLC. Prior to joining Axis Wealth Partners, he worked at Randall Financial Group and has operated Good Counsel Tax Service, Inc., a tax preparation business. Axis Wealth Partners provides investment management, financial planning, pension consulting, and business consulting services to individuals, plan sponsors, and corporate clients. The firm manages approximately $377 million in discretionary assets and typically implements asset-class-based portfolios using index mutual funds and ETFs alongside fundamental and technical analysis.

Andrea Mcnamara is a CFP® with 16 years of industry experience. She is currently with Washington Trust Advisors and has previously worked at Wingate Wealth Advisors and Barry Investment Advisors. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios across various asset classes and employs third-party managers as appropriate, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

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.

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.