Mark Woods is a CFP® with 23 years of industry experience. He is currently with Latitude Advisors, LLC and has prior experience at H.D. Vest Advisory Services and H.D. Vest Investment Services. Woods is also president of Woods CPA, Ltd., where he works directly with clients on tax and accounting matters. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Gayle Jendzejec is a financial advisor at Prosperity Capital Advisors with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Equity Services, Inc., Lifetime Money Management LLC, and College Advisors Group LLC. Outside of advisory work, Mr. Jendzejec is the President of JBL Enterprises LLC, a property management company. Prosperity Capital Advisors serves a diverse client base including individual investors, corporate clients, and charitable organizations, offering financial planning, consulting, and discretionary investment management. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across mutual funds, ETFs, and alternative solutions.

Bryan Le Beau is a financial advisor with Summit Financial, LLC, holding Series 63, 65, and 66 credentials and four years of industry experience. His prior roles include positions at Equitable Advisors, The Patriot Financial Group, and CETERA Financial Specialists. Outside of finance, he serves as chairman of the Richmond Economic Development Commission and is involved with the Rhode Island Brewers Guild. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a range of investment advisory and portfolio management programs alongside financial planning and retirement plan advisory services, combining discretionary and consultative approaches.

William Swart is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Brave Asset Management, Inc. for four years as well as at Gleeson's Wine and Spirits. AlphaCore Capital LLC is an independent wealth advisory firm serving individual, high-net-worth, and institutional clients. The firm provides wealth planning and investment management with access to traditional and alternative strategies, emphasizing multi-asset diversification through qualitative analysis and manager due diligence.

Bradford Smith is a financial advisor with Capital Analysts in Westport, MA, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Lincoln Investment Planning since 2007. Outside of advising, he serves as an agent for disability insurance with the Town of Westport. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, and institutional clients. The firm offers discretionary and non-discretionary portfolio management through various programs, leveraging an internal investment management and research team and proprietary mutual fund screening methods.

Christine Winslow is a financial advisor with Savant Wealth Management, holding a Series 65 credential and 23 years of industry experience. She previously worked for Corrigan Financial, Inc. for 27 years before joining Savant Wealth Management in 2025. Savant Wealth Management provides comprehensive wealth management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and sub-advised mandates, supported by its scale and integrated affiliated services in accounting, legal, and trust operations.

Richard Shelton is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He previously worked at Edward Jones, Fidelity Investments, U.S. Bank, Citizens Bank, and other financial institutions. Shelton holds Series 66 and Series 63 licenses. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.

Daniel Carney is a Series 63 registered advisor with Janney Montgomery Scott, bringing 49 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves as Co-General Partner-Advisor and Consultant for the Caribbean Baseball Initiative Partnership, an investment vehicle focused on relocating Minor League Baseball franchises within the Caribbean, and participates on the Finance Committee of the Rhode Island Interscholastic Committee. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, and institutional sponsors, offering brokerage, financial planning, consulting, and multiple advisory programs.

Seth Desautel is a financial advisor with AE Wealth Management, LLC based in Warwick, RI. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Merrill Lynch and Merrill Edge from 2016 to 2018 and was involved with Massie DeMarco as a general contractor. He is also active with Massey and Associates, Inc., where he serves as an investment advisor. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies to manage approximately $49.8 billion for over 127,000 clients.

Andrew Parsons is a CFP® professional with 14 years of industry experience. He is currently with Savant Wealth Management and previously worked at Corrigan Financial Inc. for 14 years. Parsons holds Series 63 and Series 65 licenses. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Carrie Mcnair is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at AGIA and Valic Financial Advisors. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Joseph Cassese is a financial advisor at Kestra Advisory with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Investor Protection & Management Services, LLC and W&B Management. Outside of financial services, he was involved in the restaurant industry through Anchor Seafood Restaurant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment due diligence, and manages substantial assets with a focus on serving large institutional investors.

Daniel Corrigan is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He was the principal of Corrigan Financial, Inc. for 36 years before joining Savant Wealth Management in 2025. Savant Wealth Management serves individuals, families, and institutions with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based, model-driven asset allocation with a range of actively managed strategies and benefits from integrated legal, accounting, and trust service affiliates.

Daniel Corrigan is a CFP® and Series 65 credentialed advisor with 10 years of industry experience. He previously operated Corrigan Financial Inc. for 10 years before joining Savant Wealth Management in 2025. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm's investment approach combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.

William Nolan is a CFP® professional with 13 years of industry experience. He has worked at First Command Advisory Services since 2015 and has been associated with related First Command entities since 2013. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized team that selects and monitors model portfolios and third-party managers from approved lists.

Giovanna Izzo is a financial advisor at Savant Wealth Management with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Corrigan Financial, Inc. for 22 years. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Linda Maggio is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and 14 years of industry experience. Her previous roles include positions at GWFS Equities, Inc., JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Equitable Advisors. She serves as a board member and treasurer of the Upper Arlington Ice Hockey Association and is involved with Ohio State University’s Nisonger Center as an instructor and certified trainer for developmental disabilities programs. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Scott Miller is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Ascent Advisors, Centerville Bank, and Massey & Associates, Inc prior to joining AE Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion for over 127,000 clients.

Eric Mauricio is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and BankNewport prior to his current role. He also has experience at Advanced Financial Group and Bryant University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Ralph Salvatore is a CFP® and holds a Series 65 license with 17 years of industry experience. He has worked at Savant Wealth Management since 2025 and previously spent 18 years at Corrigan Financial, Inc. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and family office services. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies overseen by an investment committee.