Joseph Mcginn Jr. is a CFP® professional with over 33 years of industry experience and has been with Brown, Lisle/Cummings, Inc. in Providence, RI since 1996. He holds Series 63 and Series 65 licenses and works as part of an eight-advisor team. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, focusing on portfolio management, financial planning, and consulting. The firm manages approximately $480.6 million in discretionary assets and utilizes a wrap-fee program with a diverse range of investment tools including equities, fixed income, mutual funds, ETFs, and structured products.

Derek Doo is a financial advisor at Wealthcare Investment Partners LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 15 years before joining his current firm in 2020. He is involved in financial planning and life insurance advisory services as an owner and planner. Wealthcare Investment Partners LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, model-based investment approach using low-cost mutual funds supplemented by ETFs, selected stocks, and bonds, with ongoing discretionary oversight and periodic rebalancing.

Christopher Coleman is a financial advisor at Clarendon Private LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services, Inc. Coleman has been with Clarendon Private since 2024. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm offers discretionary portfolio management and financial planning using a long-term orientation balanced with fundamental and technical analysis, overseeing portfolios that include ETFs, mutual funds, equities, fixed income, and alternative investments.

Kathy Alves is a CFP® professional with 18 years of experience in financial advising, currently serving at Barry Investment Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in New Bedford, MA. Outside of her advisory role, she is the Chair of the Investment Committee and a member of the Finance Committee at the SouthCoast Community Foundation. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing wealth management, comprehensive financial planning, and discretionary and non-discretionary portfolio management. The firm follows a Balanced Global Value investment approach that integrates equities, fixed income, and cash, with asset allocation informed by market valuations and tailored to client risk profiles.

Clifford Deck is a CFP® with 26 years of industry experience and is a partner at Blue Chip Financial Advisors, LLC. He has worked at the firm since 1999 and previously operated Clifford J. Deck, CPA Inc. from 1992 to 2019. Blue Chip Financial Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm operates a client-directed, non-discretionary portfolio management model, combining long- and short-term strategies and maintaining a close relationship with accounting professionals.

Louis Murphy Jr. is a financial advisor with Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Brown, Lisle/Cummings, Inc. since 1984. 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 includes a range of investment strategies and products tailored to client objectives.

Stacey Sternberg is a financial advisor at Parsons Capital Management Inc with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Parsons Capital Management since 2007. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across a diverse client base, including individuals, qualified retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a research-driven asset allocation process tailored to each client's needs.

David Von Hemert is a CFA® charterholder and holds a Series 65 license, with 26 years of industry experience. He has been with Parsons Capital Management Inc since 1999. Outside of his advisory role, he serves on the board and investment committee of the Rhode Island Philharmonic & Music School. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts, serving 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 tailored asset-allocation process informed by fundamental, quantitative, and technical research.

Bradley Dorman is a financial advisor at WhaleRock Point Partners, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with WhaleRock Point Partners since 2006. The firm provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans. WhaleRock Point Partners emphasizes a top-down investment process with a focus on directly owned fixed-income portfolios and offers retirement plan fiduciary services, including 3(38) ERISA investment management.

Gregory Lavine is a CFP® and CFA® professional with 16 years of industry experience. He is currently with Parsons Capital Management Inc, where he has worked since 2023, following eight years at Moors Cabot. Lavine serves on the finance committee of Providence Country Day School and the investment committee of Temple Beth-El. Parsons Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, qualified retirement plans, trusts, foundations, and other institutional and charitable clients. The firm employs a consultative, tailored investment process that combines fundamental, quantitative, and technical research across various asset classes.

Sean Durkin is a financial advisor at Axis Wealth Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he is involved with Axis Risk Management, LLC, an insurance-related business. Axis Wealth Partners provides discretionary investment management, financial planning, pension and plan-participant consulting, and business consulting 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.

Alfred Vanliew is a financial advisor with Van Liew Capital Inc. in Providence, RI, holding 33 years of industry experience. He has been associated with Van Liew Capital Inc., Van Liew Securities, Inc., and Van Liew Trust Company since the 1980s and early 1990s. Van Liew Capital Inc. provides 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 blend of growth and value equity strategies with a cycle-aware approach that integrates top-down economic analysis and multiple research methods, alongside active fixed-income management and regular investment committee reviews.

William Delmage is a financial advisor with Blue Chip Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes long tenures at Blue Chip Financial Advisors LLP and Triad Advisors, Inc., and since 2022 he has also been involved with WD & Associates, a health, dental, and life insurance business. Blue Chip Financial Advisors provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm operates a client-directed, non-discretionary portfolio management model, employing both long- and short-term strategies and maintaining close ties with accounting professionals.

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.

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.

Marianne Pursley is a CFP® with seven years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. Prior to joining F.L. Putnam in 2019, she worked for 18 years at BNY Mellon Wealth Management. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and family office solutions. The firm builds customized portfolios using internally managed strategies and third-party managers across multiple asset classes, incorporating both strategic asset allocation and tactical adjustments.

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.

Simon Theberge is a financial advisor with Belpointe Asset Management LLC and holds two years of industry experience. He has previously worked at BayCoast Bank since 2018 and Mortgage Master Inc/Loan Depot from 2011 to 2018. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and acts as a sub- or co-advisor, utilizing customized portfolios and a variety of investment strategies tailored to client objectives and risk tolerance.

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.

Todd Engelhardt is a financial advisor at F L Putnam Investment Management Co. with 23 years of industry experience. His prior roles include positions at Cumberland Advisors and JP Morgan Chase. F L Putnam serves a diverse range of individual and institutional clients, offering services such as discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a strategic asset allocation framework incorporating internally managed and third-party strategies across multiple asset classes.