Martin Paul is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 50 years of industry experience. He has worked with multiple firms, including Cetera Advisors LLC and Silver Oak Securities, Inc. Outside of his advisory role, he serves as a service officer for local veterans' organizations, including VFW Post 2547 and American Legion Post 7 in North Easton, MA. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis techniques and offers both discretionary and non-discretionary services.

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.

Judith Higgins is a CPA and financial advisor with 24 years of industry experience. She is affiliated with Blue Chip Financial Advisors, LLC, a team-based firm of five advisors. Higgins has operated Higgins Financial Advisors, Inc. and served at Blue Chip Financial Advisors, LLP since 2001, and she has provided accounting and tax services through her CPA firm since 1990. Outside of finance, she is a shareholder and officer of Lincoln Bar & Grille. Blue Chip Financial Advisors, LLC offers investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm uses a client-directed, non-discretionary approach, combining long- and short-term strategies and emphasizes collaboration with accounting professionals and retirement-plan education.

Louis Ricciardi is a financial advisor at Bristol Wealth Group with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services Advisors and Private Client Services. Ricciardi serves on several nonprofit boards, including the Boys & Girls Club of Metro South, Bridgewater State University Foundation, Massachusetts Maritime Academy Foundation, and the Ricciardi College of Business Advisory Board, and he is president of the Taunton Development Corporation board. Bristol Wealth Group provides financial planning and discretionary portfolio management for individuals, trusts, estates, and institutional clients. The firm manages approximately $876 million in discretionary assets, employs fundamental analysis to build tailored portfolios, and operates as a fiduciary with a structure linked to a regional savings bank.

Mackenzie Richards is a CFP® with 12 years of industry experience, currently serving as a financial advisor at SK Wealth Management, LLC. Prior to joining SK Wealth Management in 2018, Richards worked at Citizens Securities, Inc., LPL Financial, and Stratos Wealth Partners. SK Wealth Management is a fee-only firm offering financial planning and investment management to individuals, trusts, partnerships, and retirement plans. The firm manages approximately $639 million across about 319 client relationships and emphasizes asset allocation through strategic and tactical frameworks, utilizing mutual funds, ETFs, and other investment vehicles.

Jason Archambault is a CFP® professional with 16 years of industry experience, currently serving as an advisor at SK Wealth Management, LLC in Providence, RI. He has been with SK Wealth Management since 1998, contributing to the firm's team of six advisors. SK Wealth Management provides fee-only financial planning and investment management to a diverse client base, including individuals, trusts, partnerships, and retirement plans. The firm focuses on asset allocation using both strategic and tactical approaches and manages approximately $639 million across about 319 client relationships.

Scott Lisle is a financial advisor at Brown, Lisle/Cummings, Inc. in Providence, RI, with 31 years of industry experience. He has been with Brown, Lisle/Cummings since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lisle is a partner in Creekside Angling Co., a fly fishing company. 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 through a wrap-fee program and employs a range of investment strategies and products tailored to client objectives.

Charles Parsons is a financial advisor at Parsons Capital Management Inc with 11 years of industry experience. He holds a Series 65 designation and has been with Parsons Capital Management since 2016. Outside of his advisory role, he serves as treasurer of the Fishers Island Sportsmen's Club and holds board positions with Education Through Music/CO and the Denver Country Club. 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 trusteeship services, employing a research-driven asset allocation process tailored to client needs.

Paul Ma is a financial advisor at BG Investment Services, LLC with 12 years of industry experience. He holds the CFA® designation along with Series 66 and Series 63 licenses. Before joining BG Investment Services in 2026, he worked for Fidelity Investments for 11 years. BG Investment Services provides portfolio management and financial planning to a wide range of clients, including high-net-worth individuals, trusts, pension plans, corporations, and charitable entities. The firm employs a variety of analytical methods and investment strategies, offers ongoing portfolio monitoring, and uniquely integrates banking and trust services through its affiliation with BankGuam Holding Company, Inc.

Robert Cusack is a financial advisor at Canton Hathaway LLC in Providence, RI, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Canton Hathaway since 2018. Prior to that, he was with WhaleRock Point Partners, LLC from 2012 to 2018. Outside of his advisory role, he serves as Chief Financial Officer at EMB, LLC, overseeing financial administration, and is the board secretary for the nonprofit Tobacco Settlement Financial Corp. Canton Hathaway provides investment management and advisory services to individuals, family groups, trusts, charitable organizations, and institutional clients. The firm employs a rules-based investment approach that integrates fundamental, technical, and quantitative research with proprietary risk models, managing approximately $673 million in assets through a small team.

Joseph Arsenault is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Heritage Financial Services, LLC for 18 years before joining Great Oak Capital Partners, LLC, where he is part of a five-advisor team. Great Oak Capital Partners is a SEC-registered advisory firm serving individual and institutional retirement-plan clients with services that include wealth management, financial planning, portfolio management, and trust and estate advisory. The firm uses an evidence-based investment approach focusing on low-cost, diversified funds, regular rebalancing, and a long-term orientation while allowing tactical adjustments as needed.

Matthew Neyland is a CFA® charterholder with 21 years of industry experience. He has been with SK Wealth Management, LLC since 2008 and has also worked with Scott & Stringfellow, Inc. since 2007. Neyland holds the Series 65 and Series 66 licenses. SK Wealth Management provides fee-only financial planning and investment management to a range of clients, including individuals, trusts, partnerships, and retirement plans. The firm manages approximately $639 million across 319 client relationships with a team of six advisors operating from five offices, emphasizing asset allocation through strategic and tactical frameworks and coordinating with other specialists as needed.

William Sylvia Jr. is a CFP® and Series 66 credentialed advisor with 19 years of experience. He has been with Great Oak Capital Partners, LLC since 2015. Great Oak Capital Partners is a SEC-registered advisory firm that provides wealth management, comprehensive financial planning, portfolio management for individuals including high-net-worth clients, trust and estate advisory, and retirement plan advisory services. The firm employs an evidence-based investment approach focused on low-cost, diversified mutual funds and ETFs, regular rebalancing, and long-term orientation, serving both individual and institutional clients.

Peter Hunt is a Series 65-licensed financial advisor with Parsons Capital Management Inc in Providence, RI, where he has worked since 1994, totaling 30 years of industry experience. He serves as President and Director of Meehan Fund, Inc., and holds trustee and officer roles in several nonprofit organizations, including the Meehan Foundation and the Greensboro Free Library Finance Committee. Parsons Capital Management is an SEC-registered investment adviser managing over $2 billion across various client types, offering tailored portfolio management and financial planning services based on fundamental, quantitative, and technical research.

Sean Giles is a Senior Financial Advisor at StrategicPoint Investment Advisors LLC with 20 years of industry experience. He has been with StrategicPoint since 2006, serving in advisory roles throughout the firm's evolution. Outside of his advisory work, Giles serves as a trustee for a private irrevocable trust and holds a license as an insurance agent, selling annuities and life insurance products. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a proactive, tactical asset-allocation process managed by a Portfolio Management Committee and offers personalized portfolio models, including sustainable/ESG options, utilizing third-party platforms and selected sub-advisors.

Devin Russ is a financial advisor at Bristol Wealth Group in Taunton, MA, holding Series 63 and Series 65 licenses. He has been with Bristol Wealth Group since 2025 and has prior experience at Fidelity Investments and in various educational and public sector roles. Outside of his advisory work, Devin serves as a football official for youth and high school games with the Southern Massachusetts Football Officials Association. Bristol Wealth Group provides financial planning and discretionary wealth management for individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages portfolios using fundamental analysis and tailored investment policies, offering fiduciary services and written financial plans.

Andrew Cayer is a CFP® professional with eight years of experience in financial advising. He has worked at SK Wealth Management, LLC since 2023 and previously held positions at Aevitas Wealth Management, Inc. and Artemis Financial Advisors. SK Wealth Management is a fee-only firm serving individuals, trusts, partnerships, and retirement plans across a six-advisor team with five offices. The firm emphasizes strategic and tactical asset allocation using mutual funds, ETFs, and other investment vehicles, and coordinates tax planning through an affiliation with an accounting firm.

Edwin Fischer is a Series 65-licensed financial advisor with Parsons Capital Management Inc. in Providence, RI, where he has worked since 1998, accumulating 26 years of industry experience. He serves as the managing member of Halidon House LLC and is president of the Newport Country Club. Parsons Capital Management is an SEC-registered investment adviser managing over $2 billion across a diverse client base, offering tailored portfolio management, financial planning, and consulting services through a multi-advisor team approach.

Wade Walbrun is a financial advisor at Van Liew Capital Inc. in Providence, RI, holding a Series 65 designation with 29 years of industry experience. He has worked at Van Liew Trust Company and Van Liew Capital Inc. since 1993. Van Liew Capital Inc. provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable institutions. The firm employs a combination of growth and value equity strategies with a cycle-aware approach, integrating top-down economic analysis and multiple research methods, alongside active fixed-income management and quarterly Investment Committee reviews.

Robert Moffett III is a financial advisor with Newman Dignan & Sheerar, Inc. in Providence, RI, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. Prior to joining Newman Dignan & Sheerar, he worked for Olive Ridley Private Client Services LLC and Capital Group. He is also registered as an independent insurance agent. Newman Dignan & Sheerar, Inc. provides discretionary investment management and financial planning services to individuals, pension plans, trusts, business entities, and charitable organizations. The firm employs a variety of strategies, including the use of equities, fixed income, ETFs, derivatives, and private funds, tailoring portfolios to client objectives with a focus on both traditional and alternative investments.