Donna Sowa Allard is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Sowa Financial Group in Lincoln, Rhode Island. She has been affiliated with CommonWealth Financial Network and Sowa Financial Group since 2006. Sowa Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $517 million for around 572 clients, offering primarily discretionary portfolio management alongside standalone financial planning and retirement plan consulting.

Brian Dillon is a financial advisor with Sandhill Investment Management, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 40 years of industry experience, including prior roles at MMA Agency, MMA Securities, Fiduciary Investment Advisors, LLC, and Positive Retirement Outcomes, LLC. Dillon serves as a regional vice president and board member for Ducks Unlimited, Inc., a nonprofit focused on wetlands and waterfowl conservation. Sandhill Investment Management serves individual, high-net-worth, institutional, and retirement-plan clients, offering direct portfolio management, sub-advisory services, and model portfolios. The firm employs a fundamental, bottom-up research approach and typically follows a long-term, buy-and-hold investment strategy across diversified asset allocation, municipal bond, preferred-equity, and alternative investment strategies.

David Poole is a financial advisor at Verity Investment Partners with 15 years of industry experience. He has previously worked at Charles Schwab Investment Management and Thomaspartners, Inc. Poole holds Series 63 and Series 65 licenses. Verity Investment Partners manages discretionary portfolios and provides ongoing financial planning and family office consulting to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes dividend-paying equities alongside fundamental and technical analysis and serves clients with a team of 12 advisors across five offices.

Paul Ma is a financial advisor at BG Investment Services, LLC with 12 years of industry experience. He holds the CFA® designation as well as Series 66 and Series 63 licenses. Prior to joining BG Investment Services in 2026, he worked at Fidelity Investments for 11 years. BG Investment Services offers comprehensive portfolio management and financial planning to a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a variety of analytical methods and investment strategies tailored to client objectives and manages approximately $868 million in assets.

Joshua Devereaux is a CFP® professional at Stage Harbor Financial with three years of industry experience. He previously worked at Merrill and UBS Financial Services and has held roles at Bridgewater State University and Western Michigan University. He serves as trustee and beneficiary of a family trust. Stage Harbor Financial provides wealth and investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. Its investment approach combines personalized asset allocation with a core/satellite philosophy integrating passive and active strategies, using a range of securities and independent managers.

Maclean Barach is a CFP® and Series 65 credentialed advisor at Stage Harbor Financial with nine years of industry experience. He has been with Stage Harbor Financial since 2018 and previously worked at Weston Securities Corporation from 2016 to 2018. Stage Harbor Financial provides wealth management, investment management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a personalized asset allocation approach combined with a core/satellite investment philosophy and manages over $1.09 billion in client assets through a small advisory team.

Donald Sowa is a CFP® with 38 years of industry experience and has been with Sowa Financial Group since 2000. He also maintains a long-standing association with Commonwealth Equity Services, Inc. Outside of his advisory role, he reads commercials on a radio program. Sowa Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $517 million for about 572 clients, offering primarily discretionary portfolio management tailored to various client objectives and risk tolerances.

Nathan Beauvais is a CFP® professional with 11 years of experience, currently serving at Sowa Financial Group since 2014. He holds a Series 66 license and has been associated with CommonWealth Financial Network over the same period. Outside of his advisory role, Beauvais is active as a freelance musician, performing and teaching music in the Rhode Island area. Sowa Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $517 million for around 572 clients, offering discretionary portfolio management, standalone financial planning, and retirement plan consulting with access to Commonwealth’s PPS Select program.

Joshua Plosker is a financial advisor at Beck Bode LLC with a Series 65 credential and four years of industry experience. He previously founded and serves as CEO of multiple gym facilities in the Boston area, including Sports Performance Investment Group, Herbfit, LLC, Petefit, LLC, and Ciara Fitness, LLC. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm employs fundamental analysis and proprietary Growth and Income Growth strategies, tailoring portfolios to client goals and risk tolerance while coordinating a broad range of non-investment services.

David Beckwith is a CFA® charterholder with 15 years of industry experience. He is currently with Thayer Partners LLC, where he has worked since 2022, following a 16-year tenure at Rinet Company, LLC. Thayer Partners LLC provides customized wealth management, financial planning, retirement plan advisory, and business advisory services to individuals, high-net-worth clients, trusts, estates, and other investment advisers. The firm manages approximately $401 million in assets and uses a long-term, fundamental analysis approach to build diversified portfolios primarily with low-cost mutual funds and ETFs.

Reid Hansen is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently with NCU Investment Solutions and has prior experience at firms including LPL Financial, CUNA Mutual Group, and Merrill. NCU Investment Solutions provides investment advisory and planning services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm uses model portfolios and fundamental analysis in its investment approach and offers both discretionary and non-discretionary account management.

Thomas Mullen is a CFP® with 24 years of industry experience, currently serving as an advisor at Breakwater Capital Group. His prior roles include over a decade at Fidelity and multiple positions within Fidelity Brokerage Services LLC. Breakwater Capital Group provides investment advisory and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis to build diversified portfolios tailored to client objectives and risk tolerance, employing active tools such as margin and options strategies.

Andrew Martone is a financial advisor at Beck Bode LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Beck Bode Wealth Management since 2016. Beck Bode provides discretionary investment management, financial planning, and pension consulting to individuals, families, and retirement plans. The firm employs fundamental analysis and proprietary Growth and Income Growth strategies, including a focus on dividend-paying equities, and offers tailored asset allocations based on client goals and risk tolerance.

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.

Ryan Bouchey is a CFP® professional with five years of industry experience. He is currently with Bouchey Financial Group, Ltd., where he has worked since 2012 with a brief period at New Age Wealth Advisors LLC. He also serves as a consultant to New Age Wealth Advisors, advising on asset allocation and operational matters. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm provides wealth management, investment management, discretionary portfolio management, and retirement plan advisory services, employing a long-term investment approach complemented by tactical adjustments.

Benjamin Beck is a CFP® with 21 years of experience in the financial industry. He is currently with Beck Bode LLC and has previously worked at Compass Rose Private Investment Management, Boston Retirement Advisors, Private Advisor Group, and Merrill. Outside of his advisory work, he serves as a FINRA arbitrator. Beck Bode LLC serves individuals, families, and 401(k) plans, providing portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis to implement various investment strategies and also offers ancillary services such as accounting and tax preparation.

Robert Hanna is a financial advisor with Eastsound Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has been involved with Quantifiable Edges since 2008, where he conducts quantitative research and strategy development, and owns Hanna Capital Management, LLC, which provides administrative payment processing services. Eastsound Capital Advisors is an SEC-registered firm that offers discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm integrates fundamental, technical, and cyclical analysis in its investment process and employs a range of asset classes and strategies to align with client goals and risk tolerances.

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.

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.

Oliver Tutt is a CFP® with 23 years of industry experience. He is affiliated with NCU Investment Solutions and has been with Randall Financial Group, LLC since 2002. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm employs model portfolios and fundamental analysis, offering both discretionary and non-discretionary management, and includes partnerships with insurance agencies as part of its service offerings.