Joan Caine is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Parsons Capital Management Inc since 2020. Prior to joining Parsons, she worked for Washington Trust Investors for ten years. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across a diverse client base, including individuals, retirement plans, trusts, and corporate clients. The firm offers tailored portfolio management and financial planning services, utilizing a combination of fundamental, quantitative, and technical research to inform investment decisions.

Linda Jamison is a Series 65-licensed financial advisor with Parsons Capital Management Inc in Providence, RI, bringing 12 years of industry experience. She has been with Parsons Capital Management since 1999. Outside of her advisory role, she serves as treasurer and secretary of the Taxpayers Association of Jamestown, treasurer for the Jamestown Republican Town Committee and the Leonard for Congress Committee, and chairs the Jamestown Election Integrity & Advisory Board. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts for individuals, 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 Snape is a CFP® and holds a Series 66 license, currently with Parsons Capital Management Inc. He has two years of industry experience, including prior roles at Fidelity Investments. Outside of his advisory work, Snape is a partner in a real estate investment business focused on buying and selling individual properties. Parsons Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and other institutional and charitable clients. The firm employs a consultative, tailored investment process using fundamental, quantitative, and technical research to construct diversified portfolios across multiple asset classes.

Nicholas Cardello is a financial advisor at Barrett & Company with a Series 66 designation and three years of industry experience. Prior to joining Barrett & Company in 2020, he worked at Hilb Group and In Music Brands. 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, offering customized portfolios that consider income needs, liquidity, tax factors, time horizons, and risk tolerance through a blend of fundamental, technical, quantitative, and charting analysis.

Samuel Hallowell Jr. is a financial advisor at Van Liew Capital Inc. in Providence, RI, holding a Series 65 designation with 33 years of industry experience. He has worked at Van Liew Trust Company and Van Liew Capital Inc. since 1984. Van Liew Capital Inc. provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, 401(k) plans, IRAs, and charitable institutions. The firm combines growth and value equity strategies with a cycle-aware approach that integrates economic analysis and various research methods, alongside fixed-income management focused on investment-grade credit and active duration management.

Joseph Mcginn Jr. is a CFP® professional with over 33 years of industry experience and has been with Brown, Lisle/Cummings, Inc. in Providence, RI since 1996. He holds Series 63 and Series 65 licenses and works as part of an eight-advisor team. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, focusing on portfolio management, financial planning, and consulting. The firm manages approximately $480.6 million in discretionary assets and utilizes a wrap-fee program with a diverse range of investment tools including equities, fixed income, mutual funds, ETFs, and structured products.

Derek Doo is a financial advisor at WealthCare Investment Partners LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Mass Mutual Investors Services prior to joining his current firm. Derek is also involved in providing financial planning and life insurance review services to individuals. WealthCare Investment Partners is a six-advisor team serving over 1,800 clients, including high-net-worth individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers wealth management, discretionary portfolio management, and retirement-plan advisory services through a primarily long-term, model-driven investment approach utilizing diversified mutual funds, ETFs, equities, and fixed income.

Sarah Dickenson is a financial advisor at Abundo Wealth with a Series 65 designation and two years of experience at the firm. Her prior work includes roles at Financial Planning Solutions, Wayfair, and F10 Creative. She is also the owner of Sarah Dickenson Photography, a business she has operated since 2013. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing and offers advice on various financial planning topics through a client portal and software, while clients retain control over investment implementation.

Christopher Coleman is a financial advisor at Clarendon Private LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services, Inc. Clarendon Private provides discretionary wealth management, investment management, and financial planning to high-net-worth individuals, trusts, estates, endowments, and businesses, typically servicing relationships of $3 million or more. The firm employs a primarily long-term investment approach that incorporates fundamental and technical analysis, utilizing ETFs, individual securities, bonds, alternatives, and tax-sensitive strategies.

Kathy Alves is a CFP® professional with 18 years of experience in financial advising, currently serving at Barry Investment Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in New Bedford, MA. Outside of her advisory role, she is the Chair of the Investment Committee and a member of the Finance Committee at the SouthCoast Community Foundation. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing wealth management, comprehensive financial planning, and discretionary and non-discretionary portfolio management. The firm follows a Balanced Global Value investment approach that integrates equities, fixed income, and cash, with asset allocation informed by market valuations and tailored to client risk profiles.

Clifford Deck is a CFP® with 26 years of industry experience and is a partner at Blue Chip Financial Advisors, LLC. He has worked at the firm since 1999 and previously operated Clifford J. Deck, CPA Inc. from 1992 to 2019. Blue Chip Financial Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm operates a client-directed, non-discretionary portfolio management model, combining long- and short-term strategies and maintaining a close relationship with accounting professionals.

Melyna Young is a financial advisor at Bristol Wealth Group in Taunton, MA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors and Bristol County Savings Bank. Bristol Wealth Group is a registered investment adviser managing approximately $985.6 million in assets for individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary wealth management and financial planning, using fundamental analysis to tailor portfolios according to client objectives and risk tolerances.

Louis Murphy Jr. is a financial advisor at Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Brown, Lisle/Cummings, Inc. since 1984. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering portfolio management and financial planning through a wrap-fee program using Envestnet’s Managed Account Solutions platform.

Stacey Sternberg is a financial advisor at Parsons Capital Management Inc with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Parsons Capital Management since 2007. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across a diverse client base, including individuals, qualified retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a research-driven asset allocation process tailored to each client's needs.

David Von Hemert is a CFA® charterholder and holds a Series 65 license, with 26 years of industry experience. He has been with Parsons Capital Management Inc since 1999. Outside of his advisory role, he serves on the board and investment committee of the Rhode Island Philharmonic & Music School. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts, serving individuals, 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 tailored asset-allocation process informed by fundamental, quantitative, and technical research.

Bradley Dorman is a financial advisor at WhaleRock Point Partners, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with WhaleRock Point Partners since 2006. The firm provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans. WhaleRock Point Partners emphasizes a top-down investment process with a focus on directly owned fixed-income portfolios and offers retirement plan fiduciary services, including 3(38) ERISA investment management.

Gregory Lavine is a CFP® and CFA® with 16 years of experience in the financial services industry. He is currently a team member at Parsons Capital Management, where he has worked since 2023. His prior roles include positions at Moors Cabot and Merrill. Lavine serves on the finance committee of Providence Country Day School and the investment committee of Temple Beth-El. Parsons Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and other institutional and charitable clients. The firm employs a consultative investment process tailored to client objectives and combines fundamental, quantitative, and technical research in portfolio construction across equities, fixed income, and ETFs.

Sean Durkin is a financial advisor at Axis Wealth Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he is involved with Axis Risk Management, LLC, an insurance-related business. Axis Wealth Partners provides discretionary investment management, financial planning, pension and plan-participant consulting, and business consulting 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.

Alfred Vanliew is a financial advisor with Van Liew Capital Inc. in Providence, RI, holding 33 years of industry experience. He has been associated with Van Liew Capital Inc., Van Liew Securities, Inc., and Van Liew Trust Company since the 1980s and early 1990s. Van Liew Capital Inc. provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, 401(k) plans, IRAs, and charitable institutions. The firm employs a blend of growth and value equity strategies with a cycle-aware approach that integrates top-down economic analysis and multiple research methods, alongside active fixed-income management and regular investment committee reviews.

William Delmage is a financial advisor with Blue Chip Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes long tenures at Blue Chip Financial Advisors LLP and Triad Advisors, Inc., and since 2022 he has also been involved with WD & Associates, a health, dental, and life insurance business. Blue Chip Financial Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm operates a client-directed, non-discretionary portfolio management model, employing both long- and short-term strategies and maintaining close ties with accounting professionals.