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 at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 66 designation and has held positions at firms including Bank of America, Merrill, and Mass Mutual Life Insurance Company. He has also worked in roles outside financial services, including at Uber and Lyft. Foundations Investment Advisors provides financial planning and portfolio management to 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 employs model portfolios with an asymmetric rebalancing approach.

Ross Mcwilliams is a CFA® charterholder with three years of industry experience. He is currently with Dakota Wealth, LLC, having joined the firm in 2025 after 13 years at GW&K Investment Management, LLC. Dakota Wealth, LLC serves a diverse client base including individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach that integrates fundamental, technical, and quantitative analysis across a range of asset classes and also manages pooled investment vehicles, private funds, and sub-advises a registered ETF.

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® professional with seven years of industry experience, currently serving at F.L. Putnam Investment Management Co. She previously worked at BNY Mellon Wealth Management for 18 years. F.L. Putnam serves a diverse client base including individuals, families, and institutions such as foundations and family offices. The firm employs a team-based approach to investment management, combining internal and third-party strategies across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

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.

Jerry Diamantides is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Commonwealth Financial Network, Merrill, Bank of America, and Santander Securities. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management through its Portfolio Management Program, fee-based financial planning, and consulting, using various strategies and allowing tailored portfolios based on client objectives and risk tolerances.

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. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Cumberland Advisors, JP Morgan Chase, JP Morgan Securities LLC, InvestorCoach, and Heritage Asset Management Inc. F.L. Putnam serves a diverse client base including individuals, families, and institutions, offering customized, team-based investment management and advisory services that incorporate internally managed strategies and third-party managers across multiple asset classes. The firm emphasizes a research-driven approach combining macroeconomic and security-level analysis and provides a range of solutions such as discretionary and non-discretionary management, family office services, and alternatives.

Ryan Carroll is a financial advisor at Moneco Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CW Advisors, LLC and Congress Wealth Management, LLC. Carroll is also a registered representative of Quasar Distributors, LLC. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering a range of portfolio management options and retirement plan consulting. The firm employs a multi-team approach and uses fundamental, technical, and cyclical analysis to tailor investment programs to client goals and risk tolerances.

Bryan Principe is a financial advisor at FourStar Wealth Advisors, LLC in Providence, RI, holding Series 65 and Series 66 licenses with seven years of industry experience. Prior to joining FourStar in 2019, he worked at Fieldstone Financial Management Group and the City of Providence. FourStar Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing financial planning, investment management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various asset classes and manages interests in private funds and pooled investment vehicles.

Jeffrey Hanna is a financial advisor at Citizens Private Wealth with 11 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Citizens Private Wealth and affiliated entities since 2015. His prior roles include positions at Citizens Securities, Inc. and Citizens Bank. Outside of his advisory duties, he serves on the Planned Giving Advisory Council for Lifespan, the Investment Committee for Neighborhood Health Plan of Rhode Island, acts as an advisor to Guidepoint Global Advisors, and has guest lectured at Providence College. Citizens Private Wealth is a multi-team registered investment adviser that primarily serves high-net-worth individuals, families, and organizational clients. The firm’s approach emphasizes long-term, tailored asset allocation within an open-architecture framework, combining discretionary portfolio management with quantitative and qualitative research, supported by its affiliation with Citizens Bank, N.A.

Edward Botelho is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles 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 and owns WealthMax Financial Group, a financial planning firm. Foundations Investment Advisors serves a broad client base, including individual and high-net-worth clients, retirement plans, and registered investment companies, offering financial planning and portfolio management. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with discretionary or non-discretionary authority tailored to client needs.

Jordan Perdigao is a financial advisor at Capital Analysts with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Lincoln Investment and Santander Securities. Outside of advising, he is involved in selling fixed annuities and life, long-term care, and disability insurance through an independent marketing organization. Capital Analysts serves a range of clients from individual investors to institutional entities, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house research team and maintains institutional relationships that support its broad service offerings.

Randi Gibbons is a financial advisor at Sowell Management with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at AE Wealth Management LLC, Arbor Insurance - USA Wealth Group Inc., and Woodbury Financial Services, Inc. Before her advisory career, she was involved in retail and consignment businesses. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services through an independent-contractor model of over 100 IARs, employing multiple management styles and model portfolios including collaborations with Goldman Sachs.

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.

Nicole Tsafos is a CFP® and Series 65 registered advisor with three years of industry experience. She is currently with F.L. Putnam Investment Management Company, where she has worked since 2024 after previously working at Four Ponds Financial Planning. F.L. Putnam Investment Management serves a diverse client base including individuals, families, foundations, and institutional investors. The firm employs a team-based investment approach customized to client objectives, offering a range of strategies across equities, fixed income, and alternatives, along with sustainable investing and tax-aware solutions.

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.