Brian Dunckley is a CFP® with 13 years of industry experience, currently serving as an advisor at Savvy since 2026. Prior to joining Savvy, he spent 10 years with Plum Pointe Wealth Management, where he held roles including managing member of Plum Pointe Advisors, LLC, an insurance agency. He is also a managing member of Saunderstown Partners, LLC, an exempt reporting adviser. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm employs a primarily index-based, long-term approach combined with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms to support customized investment strategies.

Christopher Hoy is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with four years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and MFS Investment Management. Outside of his advisory role, he is involved in fixed annuity and life insurance sales and service. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment approaches, managing a predominantly non-discretionary asset base using diversified strategies including mutual funds, ETFs, equities, fixed income, and options.

Roger Begin is a CFP® with eight years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to joining F.L. Putnam, he worked for BNY Mellon for eleven years. F.L. Putnam Investment Management Co. serves a diverse client base including individuals, institutions, foundations, and endowments. The firm provides investment management, financial planning, OCIO advisory, and family office services, utilizing a strategic asset allocation approach with both internally managed and third-party strategies across multiple asset classes.

Tisha Evans is a financial advisor at Santander Securities LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across multiple roles within Santander since 2019. Outside of her advisory work, she is involved with ENT Corp. DBA Aunt T's, a business venture she has been part of since 2025. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management, offering investment advisory services, portfolio management through wrap-fee programs, goal-based financial planning, and access to securities-based lending and insurance products. The firm delivers investment management primarily through the FMAX wrap-fee platform, utilizing third-party discretionary managers and providing ongoing suitability and compliance oversight.

Timothy Flanagan is a financial advisor at IP Financial Advisory Services LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Next Financial Group Inc since 2009. Outside of his advisory work, Flanagan volunteers with Troop 1 Cumberland Hill Boy Scouts of America and serves as a board member and junior team coach for the Cumberland Beagle Club. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and refers clients to third-party investment advisors while providing ongoing communication and fee-sharing arrangements.

Joseph Pate is a financial advisor with Foundations Investment Advisors LLC holding a Series 65 credential and three years of industry experience. He has prior experience running his own business and has been involved in insurance sales and management at Lakefront Insurance Group, where he oversees health, life, and accident insurance sales. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies through a network of nearly 300 advisers using tailored asset allocations and a variety of investment products.

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.

Glen Martin is a CFP® professional at F.L. Putnam Investment Management Company with 27 years of industry experience. He has been with F.L. Putnam since 2016. F.L. Putnam serves a diverse range of individual and institutional clients, offering customized investment management, financial planning, OCIO advisory, family office solutions, and consulting. The firm employs internally managed and third-party strategies across multiple asset classes within a strategic asset allocation framework that incorporates tactical adjustments.

Justin Walsh is a financial advisor with Santander Securities LLC in Jamestown, RI, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Santander Securities and Santander Bank since 2019, following prior roles at Powertrack and TIAA-CREF. Walsh serves as a board member of Plan RI, a nonprofit organization based in Warwick, RI. 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, financial planning, tax and values overlay services, and securities-based lending, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Deborah Shuster is a financial advisor at Kestra Private Wealth Services, LLC with 44 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 13 years before joining Kestra in 2018. Shuster is a co-owner of a real estate business and serves on the board of the Ralph & Clara Shuster Foundation. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary accounts, financial planning, and a range of investment solutions across multiple platforms.

Karin Coulter is a financial advisor at Crestwood Advisors with 10 years of industry experience. She holds a Series 65 designation and has been with Endurance Wealth Management, Inc. since 2015. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection, and also offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

J Costello is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Endurance Wealth Management, Inc. since 2009. He is based in Providence, RI, and is affiliated with Crestwood Advisors. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management services, including discretionary and non-discretionary advisory solutions. The firm employs a global asset allocation strategy combined with fundamental security selection and offers a digital investment program called Pathfinder, which provides ETF-based automated portfolios with periodic advisor engagement.

Nancy Micheletti is a Series 66-licensed financial advisor with 14 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at Citizens Securities Inc., Merrill, and Bank of America. Micheletti serves as a board member of the URMySunshine Foundation, a nonprofit focused on cancer awareness. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers a range of advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and centralized compliance and reporting.

William Dinan is a financial advisor at Kintra Wealth, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Commonwealth Financial Network for 30 years. He is also president and sole shareholder of SJM Insurance Agency, a private entity focused on fixed insurance products and securities. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, and retirement-plan consulting. The firm manages approximately $1.5 billion in discretionary assets and employs a model-driven investment process combined with fundamental security analysis and integrated planning and investment services.

Jeffrey Boudjouk is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior experience includes 11 years at UBS Financial Services before joining Kestra in 2018. He serves as a partner in Northeast Investment Group and holds the position of parish council secretary at St. Basil's Melkite Catholic Church. Additionally, he is chairperson of the Paul G. Farley III Memorial Fund and serves on the advisory board for Horizon Investments. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of financial planning, advisory, and investment management services across multiple platforms while supporting advisor independence with supervisory oversight.

John Pronovost is a financial advisor at International Assets Investment Management, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CAMBRIDGE INVESTMENT RESEARCH Advisors, INC and Main Street Financial Group, LLC. Pronovost serves as an elected trustee for the Town of Woodbury, Connecticut. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary management alongside financial planning and third-party manager referrals.

Jonathan Hoy is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Providence, RI, with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Equitable Advisors LLC and Commonwealth Financial Network. In addition to his advisory role, he is involved in fixed insurance sales and service. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to a range of clients, including individuals, trusts, pension plans, and charitable organizations. The firm provides both non-discretionary and discretionary management approaches and oversees approximately $3.9 billion in non-discretionary assets, a notable aspect of its operational structure.

Edward Terwilliger III is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with F L Putnam Investment Management Co. and previously worked at Foster Dykema Cabot & Partners, LLC and HighTower Securities, LLC. F L Putnam Investment Management Co. serves a diverse range of individual and institutional clients, offering investment management, financial planning, OCIO advisory, family office solutions, and consulting services. The firm employs a strategic asset allocation framework combining internally managed strategies and third-party managers, and it manages the AOG Institutional Fund, an interval fund focused on private and illiquid alternative assets.

Brian Vanhouwe is a financial advisor at Pinnacle Investments, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Investments since 2019, following nearly a decade at Global Investment Advisors, LLC and Essex Securities LLC. Outside of his advisory work, he serves as Vice President of the North Smithfield Land Trust and is involved in catering through Mickey G’s Clam Shack. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving around 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers financial planning and portfolio management services using both fundamental and technical analysis, employing a range of investment vehicles and third-party managers.

Matthew Breese is a financial advisor at Stephens with 18 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Piper Jaffray & Co. from 2015 to 2019. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines advisory services with broker-dealer and investment banking activities.