Sean Sullivan is a financial advisor with Integrity Advisory Solutions and holds a Series 65 designation. He has been with Integrity Advisory Solutions and Narragansett Wealth Management LLC since 2026 and has 17 years of experience at Spectra Systems Corporation. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors and manages around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and client referral services, utilizing various investment strategies and third-party platforms.

Robert Breslin III is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, Rhb LLC dba Financial Life Planning, Financial Architects Partners, Sorrento Pacific Financial, LLC, and Dedham Savings Bank. Outside of advisory work, he manages real estate properties through Prospect Street Properties. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, with investment oversight conducted by a dedicated committee.

Christopher Adam is a financial advisor at Pallas Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Pallas Capital Advisors since 2023 and at Adam Financial LLP since 2020, where he also serves as a staff accountant providing tax services. Pallas Capital Advisors 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, discretionary portfolio management, financial planning, retirement plan advisory, and family office services, primarily serving individuals, trusts, estates, and retirement plans with a long-term, fiduciary investment approach.

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.

Edward Botelho is a financial advisor with Foundations Investment Advisors LLC in Bristol, RI, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at CreativeOne Wealth, Wealth Max, Securities America, Securian Financial, Baystate Financial, and New York Life. Outside of advising, he has experience as a hockey coach for five years and owns a financial planning firm, WealthMax Financial Group. Foundations Investment Advisors is a multi-advisor registered investment adviser serving approximately 29,615 clients with $10.1 billion in assets under management. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services, providing tailored advice through local advisor representatives using various investment products and third-party sub-advisers.

Randi Gibbons is a financial advisor at Sowell Management with five years of industry experience. She holds the Series 65 and Series 66 licenses and has worked previously at AE Wealth Management LLC and Arbor Insurance - USA Wealth Group Inc. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm supports over 100 advisors through a multi-branch independent-contractor model and offers investment management, financial planning, retirement-plan advisory, and related consulting services.

John Edwards is a financial advisor with RMR Wealth Builders, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to joining RMR Wealth Builders, he worked at Ivy Wealth Management, Inc. and Aspire Financial Services. Edwards serves as a town councilor for Tiverton, Rhode Island. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets. The firm serves primarily individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management through a combination of discretionary and non-discretionary strategies.

Richard Lewis is a financial advisor at Robertson Stephens with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at HighTower Securities for eight years. Outside of his advisory role, he is the CEO of StudentTicket, a nonprofit that aims to connect students to local communities. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm manages discretionary and non-discretionary portfolios, offering planning services such as tax and estate planning, and uses both in-house and third-party investment management, serving clients with $8.76 billion in assets under management as of year-end 2025.

Kevin Skaltsis is a CFP® with 16 years of experience in the financial services industry. He is with Foundations Investment Advisors LLC and has held roles at firms including Advisors Excel, Advisors' Academy, and GWN Securities. Outside of his advisory work, he is a professional foosball player who teaches clinics at tournaments. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of close to 300 investment adviser representatives. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Jia Chen is a financial advisor with McAdam LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining McAdam, Chen worked at several firms including AE Wealth Management, Massey and Associates, and Mutual of America Securities. Chen also serves as Lead Financial Advisor at Massey & Associates, Inc., where they are involved in insurance sales and services. McAdam LLC advises individuals, trusts, estates, charitable organizations, corporations, and government entities, including high-net-worth households. The firm provides financial planning, investment management, and retirement plan consulting, managing client portfolios with a mix of traditional and specialized investments, and offers unique services such as a tiered subscription planning product and AI-monitored advisory tools.

Daniel Angelone is a financial advisor at Brookwood Investment Group with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Innovative Planning Partners, and Belpointe Asset Management. In addition to his advisory role, he is involved with Brookwood Insurance Group. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement advisory services through a variety of investment strategies. The firm customizes portfolios based on client objectives and maintains relationships with multiple affiliated businesses and platforms.

Mark Tremblay is a financial advisor at Belpointe Asset Management LLC with five years of industry experience. He is also the president of E.P. Tremblay & Associates, Inc., an insurance and tax preparation business he has led since 1988. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of investment strategies tailored to client objectives and risk tolerance.

Richard Bauchspies Jr. is a CFA® charterholder with 33 years of industry experience. He has been with The Burney Company in Portsmouth, RI since 1992. The Burney Company serves mostly individual investors, including high net worth clients, as well as small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs proprietary fundamental and quantitative models within a multi-team platform, offering discretionary equity portfolio management, financial planning, and tax preparation through an affiliated CPA firm.

Joshua Pacheco is a financial advisor at IP Financial Advisory Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Innovation Partners LLC and Axis Advisors LLC since 2014. Outside of his advisory roles, he owns and operates a furniture store. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using a variety of analyses and also provides access to third-party investment advisors, focusing on non‑high-net-worth individuals.

Ralph Coppola is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Summit Financial, LLC since 2025. His prior roles include positions at The Patriot Financial Group, Ivy Wealth Management, and Meridien Financial Group, among others. Outside of advisory work, he owns Sustainable Benefits Strategies, LLC, an insurance business, and serves on several nonprofit and community boards including the Northern RI Council of the Arts and Health Source RI. Summit Financial, LLC is a multi-team SEC-registered advisory firm managing approximately $26.35 billion in assets with 216 advisors. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services tailored to meet client-specific needs.

Megan Grandmaison is a financial advisor with Robertson Stephens, holding Series 63 and Series 65 licenses and seven years of industry experience. She previously worked at Hightower Advisors and Hightower Securities for seven years and has also held roles outside finance, including at APB Vape LLC and The Ocean House. Robertson Stephens provides investment advisory services to individuals, families, trusts, and institutional clients, offering portfolio management, consulting, and planning services. The firm manages $8.76 billion in assets and employs a comprehensive investment approach overseen by an internal committee.

Carol Nulman is a financial advisor at Robertson Stephens with Series 63 and Series 65 licenses and 43 years of industry experience. She previously worked at Hightower Advisors and Hightower Securities for ten years before joining Robertson Stephens in 2025. Outside of her advisory role, she serves as a trustee for various trusts and a private family foundation and is involved in managing sports-related investments, including ownership interests in U.S. baseball teams and sports rights in Cuba. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm combines advisor-driven advice with centralized model portfolios and oversight, managing over $7 billion in client assets as of the end of 2024.

James Pati is a financial advisor with Foundations Investment Advisors LLC in Bristol, RI, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior experience includes roles at Merrill, Wealth Max Financial Group, and New York Life, among others. In addition to his advisory work, he is an active insurance agent with Wealth Max Financial Group. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies, utilizing model portfolios and third-party sub-advisers.

Todd Sadwin is a financial advisor at Summit Financial, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at The Patriot Financial Group, Ivy Wealth Management, Inc., Minnesota Life Insurance Company, Securian Financial Services, Inc., and Pioneer Financial Group. In addition to advising, Sadwin offers insurance products as a broker through various companies. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm provides investment advisory, financial planning, retirement plan services, and access to alternative investments through a combination of discretionary and consultative platforms.

Megan Logee is a financial advisor at Mariner Independent with 12 years of industry experience. She holds the ChFC® designation and Series 65 license. Her prior roles include positions at AdvicePeriod, LLC and Strategicpoint Investment Advisors. Outside of her advisory work, she is the owner of RM Wealth Management, a non-investment-related business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management, supported by institutional resources and third-party sub-advisors.