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.

Reid Hansen is a financial advisor with NCU Investment Solutions, holding CFP® and ChFC® designations along with Series 63, 65, and 66 licenses. He has 25 years of industry experience and has previously worked at firms including LPL Financial, CUNA Mutual Group, and Citizens Securities, Inc. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios based on fundamental analysis and long-term strategies, managing accounts both discretionary and non-discretionary, and incorporates unaffiliated sub-advisors when appropriate.

Joseph Healy is a financial advisor at Van Liew Capital Inc with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Van Liew Trust Company, Van Liew Capital Inc., and Van Liew Securities, Inc. since 1992. 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 cycle-aware investment approach combining growth and value equity strategies with fixed-income management, supported by quarterly reviews from an Investment Committee.

Nir Kaissar is a CFA® charterholder and holds a Series 65 license, with 18 years of industry experience. He has been with Unison Advisors LLC since 2005. Mr. Kaissar is also a columnist for Bloomberg Opinion, a role he has held since 2015. Unison manages multi-asset portfolios for individuals, high-net-worth clients, trusts, business entities, and other financial advisors through discretionary separately managed accounts and subadvisory arrangements. The firm employs a quantitative, valuation-driven investment process using liquid, passively managed funds, and operates with a single portfolio manager overseeing over $1.8 billion in discretionary assets.

Peter Jacavone Jr. is a financial advisor with Barrett & Company in Providence, RI, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Barrett & Company since 1995. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasionally small business or nonprofit clients. The firm manages approximately $529.7 million in assets and creates customized portfolios using a variety of securities and analytical approaches.

James Walsh is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Byrne Financial Freedom and LPL Financial LLC since 2007. Byrne Financial provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach using low-cost mutual funds, ETFs, and individual securities when appropriate, along with ongoing portfolio monitoring, rebalancing, and tax management.

Jacqueline Prescott is a financial advisor with NCU Investment Solutions holding a Series 65 designation. She has one year of industry experience and previously worked for Citizens Bank NA and Citizens Private Wealth, LLC, as well as a decade at Navigant Credit Union. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs firm-developed model portfolios, fundamental analysis, and long-term purchase strategies, managing accounts on both discretionary and non-discretionary bases.

Kevin Oates is a financial advisor at Van Liew Capital Inc in Providence, RI, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been affiliated with Van Liew Trust Company, Van Liew Capital Inc., and Van Liew Securities, Inc. since 1991. Van Liew Capital Inc. offers discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, trusts, estates, 401(k) plans, IRAs, 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 various research methods, while also emphasizing investment-grade fixed-income management and quarterly investment committee reviews.

Malcolm Chace is a financial advisor at Canton Hathaway LLC in Providence, RI, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Whalerock Point Partners, LLC. Outside of his advisory role, he owns and operates a family office that provides administrative and investment oversight for family accounts and manages several family investment vehicles for private investments. 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 combining fundamental, technical, and quantitative research, managing approximately $673 million in assets through a small team.

Nathaniel Hahn is a CFP® professional with 22 years of experience in the financial industry. He currently serves at Brown, Lisle/Cummings, Inc., having previously worked at Northeast Planning Associates, Inc. and LPL Financial, LLC. Outside of his advisory work, he operates a home-based food vendor business. 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 utilizing Envestnet’s Managed Account Solutions platform and employs a diverse range of investment strategies including equities, fixed income, mutual funds, ETFs, structured notes, and options.

Kevin Le Blanc is a financial advisor at Aurora Private Wealth, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Edward Jones, Santander Securities, and Scottrade. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, consulting, and investment management through a team of advisors using both individualized and model portfolio strategies, incorporating various asset allocation approaches and third-party platforms.

Michael Leonardo is a financial advisor at Axis Wealth Partners, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and was previously with Ameriprise Financial Services, Inc. for 15 years before joining Axis Wealth Partners in 2020. In addition to his advisory role, he is involved in insurance sales through Axis Risk Management. Axis Wealth Partners provides investment management, financial planning, pension consulting, and business consulting services to individuals, plan sponsors, and corporate clients. The firm manages approximately $377 million in discretionary assets and employs a team-based approach, typically utilizing index mutual funds and ETFs alongside fundamental, technical, and cyclical analysis.

Ruth Mullen is a Series 65-licensed financial advisor with Parsons Capital Management Inc., where she has worked since 2008. She has 22 years of industry experience. Outside of her advisory role, she serves on the boards of the Providence Children's Museum and Save the Bay, where she chairs the Investment Committee and participates on the Finance Committee, as well as on the Investment Committee of the Providence Art Club. Parsons Capital Management is an SEC-registered investment adviser managing over $2 billion across nearly 1,900 accounts for individuals, retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers tailored portfolio management and financial planning services, utilizing a research-driven asset allocation process and coordinating managed assets with clients’ outside holdings.

John Parsons is a financial advisor at Parsons Capital Management Inc with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Parsons Capital Management since 1994. Outside of his advisory role, he serves on the board of the Fishers Island Utility Company and participates in investment committees for St. Johns Church and the Town of Jupiter Island, as well as acting as a general partner in The Jabco Limited Partnership. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts for a diverse client base including individuals, retirement plans, trusts, endowments, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services, utilizing a research-driven asset allocation process tailored to each client’s needs.

Joan Caine is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Parsons Capital Management Inc since 2020. Prior to joining Parsons, she worked for Washington Trust Investors for ten years. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across a diverse client base, including individuals, retirement plans, trusts, and corporate clients. The firm offers tailored portfolio management and financial planning services, utilizing a combination of fundamental, quantitative, and technical research to inform investment decisions.

Nicholas Trotman is a financial advisor with Canton Hathaway LLC in Providence, RI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He joined Canton Hathaway in 2018 after a year at Whalerock Point Partners LLC. In addition to his advisory role, Mr. Trotman founded Northpoint Financial Consulting, LLC, where he provides financial consulting services outside of trading hours. Canton Hathaway provides investment advisory services to individuals, family groups, trusts, charitable organizations, and institutional clients, including pension plans. The firm manages accounts on an individualized, tax-aware basis using fundamental, technical, and quantitative analysis, and is notable for managing affiliated private funds focused on single-project real estate and private equity investments.

Alexander Cabral is a financial advisor with NCU Investment Solutions, holding a Series 65 designation and entering his second year in the industry. His prior experience includes roles at Navigant Credit Union, Rhode Island College School of Business, and entrepreneurial activity with Smoovestep Sneaker Resales. NCU Investment Solutions provides investment advisory and planning services to a diverse client base including individuals, retirement plans, trusts, and business entities. The firm employs firm-developed model portfolios with fundamental analysis and long-term purchase strategies, offering both discretionary and non-discretionary management options.

Linda Jamison is a Series 65-licensed financial advisor with Parsons Capital Management Inc in Providence, RI, bringing 12 years of industry experience. She has been with Parsons Capital Management since 1999. Outside of her advisory role, she serves as treasurer and secretary of the Taxpayers Association of Jamestown, treasurer for the Jamestown Republican Town Committee and the Leonard for Congress Committee, and chairs the Jamestown Election Integrity & Advisory Board. 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 trustee services, with portfolios tailored through a combination of fundamental, quantitative, and technical research.

Aaron Reynolds is a CFA® charterholder with 18 years of experience in the financial industry. He has been with StrategicPoint Investment Advisors LLC since 2011 and previously worked at StrategicPoint Securities, LLC. StrategicPoint Investment Advisors LLC provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, managing approximately $915 million across about 700 client relationships. The firm employs an active, tactical asset-allocation process overseen by a Portfolio Management Committee, offering risk-based model portfolios that combine mutual funds, ETFs, commodities, alternatives, and fixed income.