Ross Mcwilliams is a CFA® charterholder working with Dakota Wealth, LLC in Barrington, RI, with three years of industry experience. He previously spent 13 years at GW&K Investment Management, LLC. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, and retirement plans, providing wealth management, investment consulting, and retirement plan advisory services. The firm focuses on customized, primarily long-term portfolios using a variety of investment vehicles and maintains an active role in managing private funds and a registered ETF.

Sean Marchetti is a financial advisor at Summit Financial, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including CETERA Financial Specialists, SECURITIES AMERICA, The Patriot Financial Group, LPL Financial, and Ameriprise Advisor Services. Summit Financial, LLC is an SEC-registered multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.

Erikson Asker is a CFP® with 13 years of industry experience, currently affiliated with Advisory Services Network. His prior roles include positions at Bankers Life & Casualty, Bankers Life Securities, Hornor Townsend & Kent, and Penn Mutual Life Insurance. He is also an independent insurance agent, selling life insurance, Medicare plans, fixed annuities, and equity-indexed annuities. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, with investment strategies tailored to clients’ objectives and risk tolerances.

Adam Avila is a CFP® professional with 13 years of experience in financial advisory roles. He is currently with Pallas Capital Advisors, LLC and has prior experience at Purshe Kaplan Sterling Investments and Prudential Financial Planning Services. Avila also sells insurance and annuity products to assist clients with their financial objectives. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser serving individuals, trusts, estates, and retirement plans. The firm employs a primarily long-term, fiduciary approach to portfolio construction, utilizing ETFs, mutual funds, stocks, bonds, and alternative investments, and offers a range of wealth management and financial planning services.

Jason Rosenberg is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Santander Securities and Santander Bank since 2017, and prior to that was with CCO Investment Services Corp. His career has been focused within the Santander organization for the past several years. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and a centralized service team.

Benjamin Veglas is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Prior to joining Summit Financial in 2025, he worked at Ivy Wealth Management, The Patriot Financial Group Insurance Agency, and Fidelity Investments. He has also held various roles at Quinnipiac University and in other sectors including hospitality. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a mix of discretionary and consultative investment management services, financial planning, retirement plan advisory, and access to alternative investments, supporting a diverse range of client needs.

Michael Kiernan is a CFP®-certified financial advisor with five years of industry experience. He is currently with Summit Financial, LLC and previously worked at firms including Cetera Financial Services and Merrill. Outside of his advisory role, he volunteers as a golf league manager and site administrator for a local golf league. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate varied client preferences.

Christine Canapari is a financial advisor at Mariner Independent with 21 years of industry experience. She holds the ChFC® designation and Series 65 license. Her prior work includes roles at Strategic Point Investment Advisors, LLC and AdvicePeriod, LLC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, supported by institutional and retirement plan resources and affiliated investment relationships.

Athol Cochrane is a financial advisor with Pallas Capital Advisors, LLC and Purshe Kaplan Sterling Investments, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Wealth Solutions, LLC and The Prudential Insurance Company of America. He serves as president of the St. Johns College Foundation, a nonprofit organization involved in investment-related fundraising. Pallas Capital Advisors is a multi-team SEC-registered investment adviser managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, employing a primarily long-term fiduciary approach with diversified portfolio construction.

Heriberto Luna is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Geneos since 2011. He also serves as a registered assistant at Strategic Financial Group. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

Zachary Rioux is a Series 66-licensed financial advisor with IP Financial Advisory Services LLC in Westport, MA, where he has worked since 2019. He has nine years of industry experience and also serves as president of South Coast Entertainment, an event services company. His prior experience includes roles at Innovation Partners LLC and New England Fisheries. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm uses a combination of discretionary portfolio management and referrals to third-party investment advisors, focusing on non–high-net-worth individuals.

Kelly Almonte is a financial advisor at Kestra Private Wealth Services, LLC with 20 years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Kestra in 2018. Almonte holds Series 63 and Series 66 licenses. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Anthony Landi Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2018 before joining Kestra. Outside of his advisory role, he serves on the boards of Providence Rotary and Bradley Hospital and is involved in community fundraising and youth program initiatives. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions, offering access to a broad range of investment products and platforms along with specialized services such as annuity subaccount management and 529 plan administration.

Ryan Carroll is a financial advisor at Moneco Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CW Advisors, LLC and Congress Wealth Management, LLC. Carroll is also a registered representative of Quasar Distributors, LLC. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering a range of portfolio management options and retirement plan consulting. The firm employs a multi-team approach and uses fundamental, technical, and cyclical analysis to tailor investment programs to client goals and risk tolerances.

Garret Quillen is a financial advisor with Pallas Capital Advisors, LLC and holds a Series 66 designation. He has four years of industry experience, including prior roles at Purshe Kaplan Sterling Investments, United Planners Financial Services of America, and Thompson Insurance Group. Outside of his advisory work, he owns an auto detailing business and is a licensed notary. Pallas Capital Advisors LLC is a multi-team SEC-registered investment adviser with 25 advisors managing approximately $3.2 billion for over 1,100 clients. The firm offers wealth management, portfolio management, financial planning, and retirement plan advisory services primarily to individuals, trusts, estates, and retirement plans, employing a long-term fiduciary approach with diversified investment strategies.

Emilio Senesi Jr. is a financial advisor with Summit Financial, LLC who holds the CFP® and ChFC® designations and has 44 years of industry experience. Prior to joining Summit Financial in 2025, he worked at firms including Cetera Financial Specialists, Patriot Retirement Plan Partners, Patriot Financial Group, Ivy Wealth Management, Securities America, Inc., and LPL Financial. He serves as vice president on the board of his condominium association, a voluntary role unrelated to his financial advisory work. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, retirement plan advisory services, and access to alternative investments, supporting customizable portfolios and held-away account management.

Sean Sullivan is a Series 65-licensed advisor with Integrity Advisory Solutions and has been working in the financial services industry since 2026. He also has experience with Narragansett Wealth Management LLC and has been involved with Spectra Systems Corporation since 2009. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm offers portfolio management, financial planning, retirement plan consulting, and other services, managing approximately $1.1 billion in client assets.

Robert Breslin III is a CFP® professional with 30 years of industry experience. He is currently with CW Advisors, LLC and has held prior roles at Congress Wealth Management LLC, Rhb LLC dba Financial Life Planning, and Financial Architects Partners, among others. Outside of his advisory work, he is involved in managing real estate properties through Prospect Street Properties. CW Advisors, LLC is a multi-team advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach using a blend of active, passive, quantitative, and ESG strategies, with centralized investment oversight and a range of wealth management and family office services.

Christopher Adam is a financial advisor at Pallas Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and also works as a staff accountant providing tax services at Adam Financial LLP. Pallas Capital Advisors is an SEC-registered multi-team advisory firm managing approximately $4.3 billion and serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers customized, long-term wealth management services integrating investment management, financial planning, family office support, and retirement plan advisory.

Mark Piccerelli is a financial advisor at Summit Financial, LLC with 24 years of industry experience. His prior roles include positions at The Patriot Financial Group and Ivy Wealth Management, Inc. Outside of advising, he is a member of The Brewers Guild, a professional brewers' organization. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to client preferences.