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.

Michael Moretti is a financial advisor with Blue Chip Financial Advisors, LLC, holding Series 65 and Series 66 licenses and 23 years of industry experience. He has worked at Blue Chip Financial Advisors LLP since 2003 and was affiliated with Triad Advisors, Inc. from 2005 to 2024. Outside of advising, he participates in insurance sales with multiple carriers. Blue Chip Financial Advisors serves individuals, trusts, corporations, retirement plans, and nonprofit entities by providing non-discretionary portfolio management and comprehensive financial planning. The firm operates a client-directed model, employs a mix of investment strategies, and maintains close ties to accounting professionals while offering retirement-plan education and workshops.

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.

Peter Alofsin is a CFP® with 33 years of industry experience, currently serving at Capital Wealth Management, LLC. He has worked at the firm since 2011 and previously spent 12 years with Triad Advisors, Inc. Alofsin is also involved in several community and nonprofit activities, including fundraising for the Make a Difference Foundation and serving as a consultant for the Long Wharf Trustees scholarship board. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates. The firm uses fundamental security analysis to build portfolios and conducts regular reviews through its Investment Policy Committee.

Daniel Beaudette is a financial advisor at Transcend Capital Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Black Point Wealth Management and Commonwealth Financial Network. Transcend Capital Advisors manages approximately $2.9 billion and serves individual clients, family offices, trusts, estates, retirement plans, and private foundations. The firm offers holistic financial planning and portfolio management with an investment approach focused on long-term, diversified asset allocation across various marketable and non-marketable investments.

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.

Jeffrey Bogosian is a financial advisor at 1 St Discount Brokerage, Inc. in Providence, RI, with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with First Discount Brokerage, Inc. since 2003. Bogosian serves on the boards of the J. Arthur Trudeau Memorial Center and the Rhode Island Airport Corporation. 1st Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, employing a range of investment strategies guided by written policy statements. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, serving both high-net-worth and non-high-net-worth clients.

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.

Curt Caserta is a financial advisor at Capital Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors Inc and OSAIC prior to his current role. Outside of financial advising, he is a certified PADI scuba diving instructor and maintains his license with plans for part-time instruction in retirement. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates, typically employing fundamental security analysis to build diversified portfolios.

Michael Leonardo is a financial advisor at Axis Wealth Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, he is involved in fixed insurance sales through Axis Risk Management. 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, utilizing diversified portfolios of index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

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.

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.

Kristina Mello is a financial advisor with StrategicPoint Investment Advisors LLC in Providence, RI, holding a Series 66 credential and 17 years of industry experience. She previously worked at JPMorgan Chase Bank NA and has been with StrategicPoint since 2018. In addition to her advisory role, she is a licensed insurance agent selling annuities and life insurance. StrategicPoint Investment Advisors provides discretionary investment management and standalone financial planning primarily to individual and high-net-worth clients, managing approximately $915 million across about 700 relationships. The firm employs an active, tactical asset-allocation process with risk-based model portfolios and utilizes third-party sub-advisors and platforms for portfolio construction and ongoing management.

Andrew Snape is a CFP® and holds a Series 66 license, currently with Parsons Capital Management Inc. He has two years of industry experience, including prior roles at Fidelity Investments. Outside of his advisory work, Snape is a partner in a real estate investment business focused on buying and selling individual properties. Parsons Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and other institutional and charitable clients. The firm employs a consultative, tailored investment process using fundamental, quantitative, and technical research to construct diversified portfolios across multiple asset classes.

Erik Manchester is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Newman Dignan & Sheerar, Inc. since 2014. 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 offers tailored portfolios using a variety of investment tools and maintains specific disclosures and client consent practices related to derivatives, borrowing, and cryptocurrency investments.