Goda Stevens is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Wells Fargo for 12 years before joining Ashton Thomas, where she has been affiliated in various roles since 2021. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for over 2,200 clients through a team of 18 advisors. The firm offers a range of investment management and retirement plan consulting services to individuals, businesses, trusts, estates, and charitable organizations.

Daniel Legault is a CFP® with 23 years of industry experience, currently with Mariner Independent. His prior roles include positions at AdvicePeriod, LLC, Kolb Wealth Management, LLC, and Strategicpoint Investment Advisors. He also founded 1661 Wealth Management, an income-generating business started in 2022. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of 119 investment adviser representatives. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Hunter Norte is a CFA® charterholder with 15 years of industry experience. He is currently a Vice President and Portfolio Manager at Robertson Stephens Wealth Management, LLC and Robertson Stephens Capital Markets, LLC, having joined the firm in 2025. His prior roles include positions at Goldman Sachs and Hightower. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm manages discretionary and non-discretionary portfolios using a variety of investment vehicles and employs a structured approach with oversight from an internal Investment Office and Committee.

Mary Lundstrom is a CFP® and ChFC® with 23 years of experience in financial advising. She is currently with OnePoint BFG Wealth Partners and has held prior roles at Bleakley Financial Group, Private Advisor Group, and Northwestern Mutual. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities, utilizing a combination of proprietary models and third-party managers to deliver discretionary and non-discretionary portfolio management.

Raymond Hunt is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 24 years of industry experience, including 14 years at Lincoln Investment. Hunt is also licensed as a Life and Health Insurance Broker, providing insurance product recommendations and services. Capital Analysts serves a diverse client base ranging from individual investors to corporate and nonprofit entities. The firm offers discretionary and non-discretionary portfolio management, utilizing proprietary investment models and third-party managers, and maintains close affiliations with Lincoln Investment and major custodians.

Brad Ingegneri is a Certified Financial Planner (CFP®) with 25 years of industry experience. He is currently with Summit Financial, LLC and has prior experience at firms including Purshe Kaplan Sterling Investments, Cetera Financial Specialists LLC, The Patriot Financial Group, Ivy Wealth Management, Inc., and Securities America, Inc. Outside of his advisory work, he is an owner of a real estate rental business. 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 needs.

Tayla Vardo is a financial advisor at Sowell Management with a Series 65 credential and four years of industry experience. She previously worked at Southcoast Financial Group and USA Wealth Group, among other organizations in both financial and health services sectors. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, unified managed account solutions, and held-away account management.

Nicholas Daddona is a financial advisor at Sowell Management with 11 years of industry experience. He holds Series 65 and Series 63 licenses and is the owner and president of Southcoast Insurance Group, an investment-related insurance business. Prior to joining Sowell Management in 2026, he worked at Allstate Insurance Company from 2013 to 2020. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm employs multiple management styles and offers portfolio construction using mutual funds, ETFs, and individual securities, alongside model portfolios and sub-advisory relationships with firms like Goldman Sachs, Affinity, and Rayliant.

Jeffrey Alexander is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Great Valley Advisor Group since 2021 and has also been associated with LPL Financial from 2015 to the present. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, emphasizing individualized portfolio construction and ongoing oversight through a combination of in-house strategies and third-party managers.

Dynamic, client-focused CFP® professional, Investment Advisor, and attorney who thrives to deliver a best-in-class client experience. I’ve spent 20 years in finance, including twelve years on the legal side (financial restructuring, bankruptcy, structured and municipal finance), and I now serve clients as a fiduciary financial planner and investment advisor. I'm responsible for all aspects of my clients’ financial planning needs, including creating detailed financial plans, estate planning strategy, tax strategy, and portfolio management. Successfully self-published my first book (link below) and co-hosted my first podcast on real estate and personal finance (Dollars & Dwellings — available on Apple and Spotify). I’m a member of the Estate Planning Council of Rhode Island, the Rhode Island Chapter of the Financial Planning Association, and a member of the Rhode Island Foundation’s Professional Advisory Council. To lean more about my book, you can read about it here: https://www.stringerfin.com/blog/blog-post-title-one-jgfam.

Robert Stein is a financial advisor with Capitol Securities Management, Inc. in Narragansett, RI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Capitol Securities since 2003. Outside of his advisory work, he operates a small business selling socks on weekends. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by offering brokerage and investment advisory services combined with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through various programs including separately managed accounts and wrap fee programs, utilizing a range of investment instruments and third-party money managers.

Kenneth Carnevale Jr. is a financial advisor with Sound Income Strategies, LLC, holding a Series 66 designation and four years of industry experience. He has prior experience at Edward Jones and Citizens Bank. Carnevale also works as a Client Acquisition Advisor for Scranton Financial Group. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies combined with active portfolio management and offers specialized services including family-office and special-needs planning.

Michael Raspallo is a financial advisor with Summit Financial, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including prior roles at Cetera Financial Specialists LLC, Ivy Wealth Advisors, Securities America, Inc., Patriot Financial Group, and LPL Financial, LLC. He serves on the boards of Horizon Pharmacy and Thrive Behavioral Health in Warwick, RI. Summit Financial, LLC is an SEC-registered, multi-team advisory firm managing approximately $26.35 billion in assets and serving around 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan advisory services through a combination of discretionary and consultative platforms.

Raymond Gutowski is a financial advisor at Gladstone Wealth Partners with 20 years of industry experience. He holds a Series 66 designation and has held roles at Gladstone Wealth Partners since 2020, following prior positions at Edelman Financial Engines and Financial Engines Advisors. He is also a licensed Notary Public in Rhode Island. Gladstone Wealth Partners serves individuals, corporations, pension and profit-sharing plans, and charitable organizations through a network of nearly 100 investment adviser representatives. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, with investment approaches customized at the representative level and supported by platform-level due diligence.

Michael Langlois is a CFP® professional with 42 years of industry experience, currently serving as the sole advisor at Strategic Financial Group. He has worked at Geneos Wealth Management since 2011 and has been with Strategic Financial Group since 1995. Langlois is also a board member of the Hope Realized Homes Foundation. Strategic Financial Group is an independent, solo advisory practice serving individuals, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning and investment analysis focused on macroeconomic indicators and market statistics, with implementation typically conducted through affiliated broker-dealer relationships.

Mark Woods is a CFP® with 23 years of industry experience. He is currently with Latitude Advisors, LLC and has prior experience at H.D. Vest Advisory Services and H.D. Vest Investment Services. Woods is also president of Woods CPA, Ltd., where he works directly with clients on tax and accounting matters. Latitude Advisors serves individual and business clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm uses a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.

Deborah Shuster is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining Kestra in 2018. Outside of her advisory role, she serves on the board of a family foundation. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing flexibility within its approved menu.

Gayle Jendzejec is a financial advisor at Prosperity Capital Advisors with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Equity Services, Inc., Lifetime Money Management LLC, and College Advisors Group LLC. Outside of advisory work, Mr. Jendzejec is the President of JBL Enterprises LLC, a property management company. Prosperity Capital Advisors serves a diverse client base including individual investors, corporate clients, and charitable organizations, offering financial planning, consulting, and discretionary investment management. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across mutual funds, ETFs, and alternative solutions.

Jeffrey Boudjouk is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Kestra in 2018, he worked at UBS Financial Services for 11 years. He serves as parish council secretary for St. Basil's Melkite Catholic Church and is chairperson of the Paul G. Farley III Memorial Fund. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with operational capabilities including an affiliated trust company and support for retirement plan and insurance-company work.

Eric Paradis is a financial advisor at Capital Analysts with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Lincoln Investment and Massachusetts Financial Group. Outside of finance, Paradis is involved in the performing arts sector, serving as Recording Secretary for Your Theatre, Inc., and as Treasurer for Arts History Architecture in New Bedford. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, with investment decisions guided by an in-house research team that uses proprietary tools and provides access to third-party managers.