Daniel Da Ponte is a financial advisor at Axis Wealth Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has been with Axis Wealth Partners since 2013. Prior to joining the firm, he worked for the State of Rhode Island for 20 years. Da Ponte serves as a board member for the Greater Providence YMCA and Neighborhood Health Plan. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services 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.

John Mullen is a Series 65-credentialed financial advisor at Parsons Capital Management Inc with 18 years of industry experience. He has been with Parsons Capital Management since 2008. Outside of his advisory role, he serves on the boards of trustees for Providence Country Day School and the Roger Williams Zoological Society and volunteers with the Wheeler School/Hamilton School Committee. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across diverse client types including individuals, retirement plans, trusts, endowments, foundations, and corporations. The firm offers tailored portfolio management and financial planning services using a research-driven asset allocation process and conducts regular account reviews.

Mars Bishop is a CFA® charterholder with 29 years of industry experience. He has been with Blue Fin Capital, Inc. since 1997 and is also associated with Blue Fin Partners Holdings since 1996. Blue Fin Capital provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, estates, retirement accounts, and select corporate and charitable clients. The firm employs a tailored, suitability-driven investment approach that integrates fundamental, cyclical, and technical analysis with both long- and short-term trading strategies, including the use of derivatives in certain accounts.

Mark Rapoza is a financial advisor with Barrett & Company in Providence, RI, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Barrett & Company since 1994. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasional small business or nonprofit clients, managing approximately $529.7 million in assets. The firm creates customized portfolios using a variety of securities and employs a blend of fundamental, technical, quantitative, and charting analysis.

Bernard Poirier is a Series 65-licensed financial advisor with 14 years of experience at Capital Wealth Management, LLC and over 34 years in the industry. He has worked at Capital Wealth Management since 2012 and is also associated with ParmeeLe, Poirier & Ass. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm uses fundamental security analysis to construct diversified portfolios and employs a weekly Investment Policy Committee for portfolio oversight and periodic client reviews.

William Newman is a CFP® with 28 years of industry experience and has been with Newman Dignan & Sheerar, Inc. since 2002. He is based in Providence, RI, and holds a Series 65 license. Newman Dignan & Sheerar provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs tailored portfolios and a range of implementation tools, including options strategies and structured products, with an emphasis on client consent and transparency regarding potential conflicts.

Emanuel Pinheiro is a financial advisor at Axis Wealth Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Horizon Benefits LLC and NYLIFE Securities LLC. He also works as an independent contractor brokering commercial health and ancillary insurance products and provides consultation on employee benefit offerings. Axis Wealth Partners serves individuals, plan sponsors, and corporate clients with investment management, financial planning, pension consulting, and business consulting. The firm manages approximately $377 million in discretionary assets and employs a team-based approach that incorporates index mutual funds, ETFs, and various analytical methods.

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.

Mackenzie Richards is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently with SK Wealth Management, LLC and has previously worked at Commonwealth Financial Network, Citizens Securities, Inc., LPL Financial, and Wells Fargo Clearing. SK Wealth Management provides fee-only financial planning and investment management to individuals, trusts, partnerships, and retirement plans. The firm manages approximately $639 million across 319 client relationships and emphasizes asset allocation using mutual funds, ETFs, and socially responsible funds, with discretionary account management and coordinated tax planning through its affiliation with an accounting firm.

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 32 years of industry experience. He has been with Brown, Lisle/Cummings since 2005 and previously worked at D.A. Davidson & Co. from 2002 to 2005. Outside of his advisory role, he is a partner in Creekside Angling Co, a fly fishing business. 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 that integrates various investment strategies and products.

Jane McAuliffe is a financial advisor at Axis Wealth Partners, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Axis Advisors LLC since 2017, following a two-year tenure at Forbes Financial Planning, Inc. In addition to her advisory role, she provides financial planning and analysis services in divorce proceedings as a Certified Divorce Financial Analyst through Collaborative Divorce Strategies. Axis Wealth Partners offers discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index funds and ETFs, combined with fundamental and technical analysis to guide allocation and rebalancing.

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.

Tyler Duckworth is a financial advisor at Capital Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Shamrock Home Loans and Auburn University. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for around 600 clients. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates, using fundamental security analysis to construct diversified portfolios.

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.

Michael Perreault is a financial advisor with Capital Wealth Management, LLC in West Warwick, RI, holding 10 years of industry experience. He has been with Capital Wealth Management since 2016 and has operated Perreault & Company, Ltd. since 1995. Outside of advising, he serves as a shareholder involved in accounting and business management for a manufacturing business. Capital Wealth Management, LLC manages approximately $1.14 billion for about 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates, employing fundamental security analysis to build portfolios that include equities, bonds, ETFs, and alternative investments.

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.

Aaron Gagnier is a financial advisor at Success Wealth Management LLC with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Success Wealth Management in 2019, he worked at Questar Asset Management, Capital Analysts, Lincoln Investment, Valic Financial Advisors, and Ameriprise. Gagnier also serves as a District Vice President managing 15 agents for an independent insurance agency operating as Charter Financial Group. Success Wealth Management advises individuals and high-net-worth clients, providing discretionary asset management, financial planning, and consulting services. The firm customizes asset allocations based on clients’ goals and risk tolerances and employs Modern Portfolio Theory, offering access to strategy-linked investment programs through sub-advisors.

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.