Gary Grigorian is a financial advisor at Citizens Private Wealth with 22 years of industry experience. He holds a Series 66 designation and has previously worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Mass Mutual Investors Services. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm uses a long-term, tailored asset allocation approach within an open-architecture framework, offering both discretionary and non-discretionary portfolio management alongside a range of advisory and business consulting services.

Kelly Almonte is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Kestra in 2018, Almonte worked at UBS Financial Services for 11 years. Outside of Kestra, Almonte serves as a registered field assistant at The Northeast Investment Group, focusing on customer service. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of investment solutions, financial planning, and advisory services across multiple platforms.

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.

Anthony Landi Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Kestra in 2018, he spent 11 years at UBS Financial Services. He serves as managing partner and wealth manager of The Northeast Investment Group and holds leadership roles in community organizations, including chairing the Providence Rotary Charities Foundation and participating on the board of Bradley Hospital. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services with access to multiple investment platforms and supports independent advisor decision-making alongside supervisory oversight.

Bryan Principe is a financial advisor with FourStar Wealth Advisors, LLC in Providence, RI, holding Series 66 and Series 65 credentials and seven years of industry experience. He previously worked at Fieldstone Financial Management Group and served at the City of Providence. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage diversified portfolios tailored to clients’ risk tolerance and time horizon.

Paul Careau is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been affiliated with Bolton Global Capital since 2008 and Bolton Global Asset Management since 2022. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm employs an IAR-driven approach that tailors portfolios to client goals and risk tolerance, utilizing a mix of mutual funds, ETFs, equities, and fixed income with a long-term orientation and tactical flexibility.

Kevin Kelley is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Innovation Partners LLC since 2022 and has been with Next Financial Group Inc since 2009. Kelley is also the owner of Target Financial Services Inc, which provides securities sales and service as well as insurance products including fixed annuities and life/health insurance. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and provides access to third-party investment advisors, focusing mainly on non-high-net-worth individuals.

Jeffrey Hanna is a CFP® and CFA® with 10 years of industry experience, currently serving as a financial advisor at Citizens Private Wealth in Providence, RI. He has worked within the Citizens financial network since 2015, including roles at Citizens Securities, Inc. and Citizens Bank. Outside of his advisory work, he serves on the Planned Giving Advisory Council for Lifespan, participates on the Investment Committee for Neighborhood Health Plan of Rhode Island, acts as an advisor to Guidepoint Global Advisors, and has been a guest lecturer at Providence College. Citizens Private Wealth is a multi-team registered investment adviser that serves high-net-worth individuals, families, pension and profit-sharing plans, business entities, trusts, estates, charitable organizations, endowments, and foundations. The firm employs a long-term, goal-oriented asset allocation approach within an open-architecture framework, offering discretionary and non-discretionary portfolio management supported by quantitative and qualitative research, and provides additional services including tax and estate structuring and business consulting for multigenerational families and closely held businesses.

Nicole Tsafos is a CFP® professional affiliated with F L Putnam Investment Management Co. in Providence, RI, with three years of industry experience. She has worked at F.L. Putnam since 2024 and previously spent two years at Four Ponds Financial Planning. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and endowments, offering discretionary and non-discretionary investment management, financial planning, and family office solutions. The firm employs a strategic asset allocation framework blending internally managed and third-party strategies across multiple asset classes and is notable for managing the AOG Institutional Fund and owning Darwin Trust Company.

David Way is a financial advisor with Vanderbilt Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining Vanderbilt in 2020, he worked for four years at the Norfolk District Attorney's Office. He is also licensed as an insurance producer, providing fixed insurance products to clients. Vanderbilt Advisory Services serves a broad range of clients, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm emphasizes strategic asset allocation through fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management, proprietary models, and access to third-party sub-advisors and digital platforms.

Melissa Henderson Mcstravick is a CFP® professional affiliated with Kintra Wealth, LLC, located in Greenville, RI. She has experience working with Fidelity Investments and Grimes & Company, Inc., with a total industry tenure beginning in 2018. Kintra Wealth serves individuals, families, trusts, and institutional clients by providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment approach combined with fundamental security analysis and offers specialized services such as business exit planning and sub-advisory roles.

Brian Mocogni is a CFA® charterholder with 12 years of industry experience. He is currently with Savvy and has previously worked at All That Matters Financial Services LLP, The Windmill Group, Equitable Advisors, and Tiaa Cref. In addition to his advisory role, he is an insurance agent with Lincoln Heritage Insurance Company. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and external research.

Jennifer Hushion is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Main Street Financial Solutions, LLC since 2016. In addition to her advisory role, she has been a mother since 1999. Main Street Financial Solutions serves a broad client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an academic-based, multi-asset class investment approach that combines passive and active strategies and provides financial planning, wealth management, and retirement plan consulting services.

William Ford III is a financial advisor at Citizens Private Wealth with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citizens Private Wealth since 2019, with prior roles at CCO Investment Services Corp and Citizens Bank. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutions. The firm offers discretionary and non-discretionary investment management, ERISA plan advisory, and business consulting services, with a focus on long-term asset allocation and an open-architecture investment framework. Its affiliation with Citizens Bank provides unique operational and product features, including FDIC-insured deposit sweeps and securities-based lending.

David De Brot is a CFP® professional with 12 years of industry experience, currently serving at Kintra Wealth, LLC. His prior experience includes roles at Edward Jones and Commonwealth Financial Network. He is also co-owner and president of DeBrot Financial, Inc., a private entity facilitating securities, advisory, and insurance business. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, and portfolio management services. The firm employs a model-driven investment process focused on tax efficiency and integrates planning with investment strategies, offering specialized services such as business exit planning and institutional consulting.

Lorraine Silva is a CFP® professional with six years of experience at F.L. Putnam Investment Management Co. and a total of three years in the financial industry. Prior to joining F.L. Putnam, she worked in real estate development at Maloney Properties and Steen Realty and Development. F.L. Putnam serves a broad mix of individual and institutional clients, offering a range of investment management and advisory services including financial planning, separately managed accounts, and family office solutions. The firm employs a strategic asset allocation framework with both internally managed and third-party strategies across multiple asset classes.

Bryan Gravel is a financial advisor with Flagship Harbor Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with Flagship Harbor Advisors and LPL Financial since 2016. Gravel is also licensed to sell non-variable insurance products, including disability, life, LTC, and fixed annuities. Flagship Harbor Advisors is an SEC-registered investment adviser serving individuals, charitable organizations, corporations, and retirement plans. The firm manages approximately $3.42 billion in discretionary assets through a team of about 60 advisors, employing a range of investment strategies including fundamental and technical analysis across mutual funds, ETFs, individual securities, and managed accounts.

Donald Clarke is a financial advisor at Crestwood Advisors with 19 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Crestwood Advisors Group, LLC in 2023, he worked at Endurance Wealth Management, Inc. from 2009. Crestwood Advisors serves a diverse client base including individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

Christopher Falzone is a financial advisor with Citizens Private Wealth in Providence, RI, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Citizens Bank since 2017 and was previously employed by Magellan Jets, LLC. Citizens Private Wealth, LLC is a multi-team registered investment adviser serving high-net-worth individuals and families, as well as pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers discretionary portfolio management supported by both quantitative and qualitative research.

Jacquelyn Miller is a financial advisor with Santander Securities LLC in Providence, RI, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has worked at Santander Securities LLC since 2018, including her current tenure beginning in 2022, and previously held positions at Citizens Bank and related entities. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and centralized compliance and reporting.