Jennifer Devine is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC in New Bedford, MA, holding Series 63 and Series 65 licenses with two years of industry experience. She has worked at CliftonLarsonAllen Wealth Advisors since 2021, following five years with CliftonLarsonAllen LLP. CliftonLarsonAllen Wealth Advisors serves individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans, offering wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm combines RIA fiduciary services with broker-dealer and insurance activities and integrates multidisciplinary planning through its Private Client Services model.

Megan Logee is a financial advisor at Mariner Independent with 13 years of industry experience. She holds the ChFC® and Series 65 designations and previously worked at AdvicePeriod, LLC and Strategicpoint Investment Advisors. Megan is also the owner of RM Wealth Management, an LLC created for income purposes unrelated to investment advisory. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to a broad range of investment tools and affiliated businesses, including a state-chartered trust company and institutional pension consulting.

Daniel Legault is a CFP® with 23 years of industry experience, currently with Mariner Independent. His prior roles include positions at AdvicePeriod, LLC, Kolb Wealth Management, LLC, and Strategicpoint Investment Advisors. He also founded 1661 Wealth Management, an income-generating business started in 2022. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of 119 investment adviser representatives. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Mikaela Hunt is a Series 65 licensed advisor at CliftonLarsonAllen Wealth Advisors, LLC with six years of industry experience. She has worked at CliftonLarsonAllen since 2019 and previously held positions at the University of Massachusetts Dartmouth and Winberg's True Value. CliftonLarsonAllen Wealth Advisors serves individual, corporate, institutional, and qualified retirement plan clients with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-constructed model portfolios combined with third-party programs, mutual funds, ETFs, and private placements, supported by multidisciplinary planning through its parent firm, CliftonLarsonAllen LLP.

Talia Cyr is a financial advisor at William Joseph Capital Management, Inc. with two years of industry experience. She holds a Series 65 designation and has previously worked at Loomis Sayles and Target. Additionally, she is an insurance agent affiliated with Joseph E. Goss, Ltd., where she sells life and annuity insurance products. William Joseph Capital Management, Inc. is a multi-advisor firm serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines financial planning and portfolio management, utilizing customized portfolio construction alongside third-party sub-advisors accessed through the AssetMark platform.

Tayla Vardo is a financial advisor at Sowell Management with a Series 65 credential and four years of industry experience. She previously worked at Southcoast Financial Group and USA Wealth Group, among other organizations in both financial and health services sectors. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, unified managed account solutions, and held-away account management.

Nicholas Daddona is a financial advisor with Sowell Management and holds Series 63 and Series 65 credentials. He has 12 years of industry experience, including roles at Sowell Management since 2026 and Southcoast Insurance Group since 2013, where he is Owner and President. Prior to this, he worked at Allstate Insurance Company from 2013 to 2020. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, third-party manager selection, unified managed account solutions, and held-away account management.

Jeffrey Alexander is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Great Valley Advisor Group since 2021 and has also been associated with LPL Financial from 2015 to the present. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Dynamic, client-focused CFP® professional, Investment Advisor, and attorney who thrives to deliver a best-in-class client experience. I’ve spent 20 years in finance, including twelve years on the legal side (financial restructuring, bankruptcy, structured and municipal finance), and I now serve clients as a fiduciary financial planner and investment advisor. I'm responsible for all aspects of my clients’ financial planning needs, including creating detailed financial plans, estate planning strategy, tax strategy, and portfolio management. Successfully self-published my first book (link below) and co-hosted my first podcast on real estate and personal finance (Dollars & Dwellings — available on Apple and Spotify). I’m a member of the Estate Planning Council of Rhode Island, the Rhode Island Chapter of the Financial Planning Association, and a member of the Rhode Island Foundation’s Professional Advisory Council. To lean more about my book, you can read about it here: https://www.stringerfin.com/blog/blog-post-title-one-jgfam.

Robert Stein is a financial advisor with Capitol Securities Management, Inc. in Narragansett, RI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Capitol Securities since 2003. Outside of his advisory work, he operates a small business selling socks on weekends. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services combined with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs including separately managed accounts and wrap fee programs, utilizing a range of investment instruments and third-party money managers.

Kenneth Carnevale Jr. is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and four years of industry experience. He has prior experience at Edward Jones and Citizens Bank. Carnevale also works as a Client Acquisition Advisor for Scranton Financial Group. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies combined with active portfolio management and offers specialized services including family-office and special-needs planning.

Raymond Gutowski is a financial advisor at Gladstone Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Edelman Financial Engines, Financial Engines Advisors L.L.C., The Mutual Fund Store, Fidelity, and Ameriprise. He is also a registered Rhode Island notary public. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to various investment programs, with investment approaches tailored at the representative level and supported by platform-level due diligence.

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.

Nathan Thomsen is a CFP® with 20 years of industry experience. He currently works at Parallel Advisors, LLC and previously held roles at Advisors Capital Management, LLC, Tiaa Cref, and Fidelity Investments. He is also registered as an independent insurance agent. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diversified investment approach that includes fundamental and technical analysis, options strategies, and the integration of held-away accounts through advanced technology platforms.

William Swart is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with AlphaCore Capital LLC and previously worked at Brave Asset Management, Inc. and in the retail sector at Gleeson's Wine and Spirits. AlphaCore Capital LLC is an independent wealth advisory firm with approximately 70 advisors managing around $13 billion. The firm serves individuals, entities, and institutional investors, offering comprehensive financial planning, investment management, retirement plan advisory, and sub-advisory services, with a focus on multi-asset portfolios that include alternative investments alongside traditional asset classes.

Christopher Zollo is a financial advisor with Foundations Investment Advisors LLC who holds a Series 66 designation and has five years of industry experience. His prior experience includes roles at Bank of America, Merrill, and several other financial services firms. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a broad client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and offers tailored advice through its network of affiliated offices.

Sandra Cummings is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds the CFP® and Series 66 designations. Her prior work experience includes positions at Bank of America, Merrill, and Janney Montgomery Scott since 2017. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Ismael Tavares is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 credentials and has nine years of industry experience. His prior positions include roles at Infinex Investments, Inc., Bank Five, Santander Securities LLC, and Santander Bank NA. OSAIC Institutions, INC. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment management to its representatives.

Kirk Pickell is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2002. Outside of his advisory role, he serves as president of the 100 Club of Rhode Island, a nonprofit supporting families of firefighters and police officers who die in the line of duty. Janney Montgomery Scott is a large dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

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.