Alfred Vanliew is a financial advisor with Van Liew Capital Inc. in Providence, RI, holding 33 years of industry experience. He has been associated with Van Liew Capital Inc., Van Liew Securities, Inc., and Van Liew Trust Company since the 1980s and early 1990s. Van Liew Capital Inc. provides 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 blend of growth and value equity strategies with a cycle-aware approach that integrates top-down economic analysis and multiple research methods, alongside active fixed-income management and regular investment committee reviews.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Gary Boyt is a financial advisor with NFSG Corporation in Woonsocket, RI, holding a Series 66 designation and 26 years of industry experience. He has worked at Newbridge Financial Services Group and Newbridge Securities Corporation since 2020, and previously spent nine years with Cambridge Investment Research. Outside of his advisory role, he owns and operates a tax preparation business serving individuals and small businesses. NFSG Corporation is an SEC-registered investment adviser that provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning for individuals, pension plans, trusts, and charitable organizations. The firm tailors portfolios based on client objectives and risk tolerance, using a blend of fundamental, technical, and cyclical analysis alongside both long- and short-term strategies.

Gregg Parker is a financial advisor with Geneos Wealth Management, Inc., holding a Series 66 credential and 28 years of industry experience. He has worked at Geneos since 2023 and previously was with American Portfolios Financial Services, Inc. and Cambridge Investment Research. Outside of his advisory role, he serves as a varsity assistant football coach at Northbridge High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and access to third-party money managers, using a variety of investment strategies across discretionary and non-discretionary accounts.

Marianne Pursley is a CFP® with seven years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. Prior to joining F.L. Putnam in 2019, she worked for 18 years at BNY Mellon Wealth Management. F.L. Putnam serves a diverse range of individual and institutional clients, offering discretionary and non-discretionary investment management, financial planning, and family office solutions. The firm builds customized portfolios using internally managed strategies and third-party managers across multiple asset classes, incorporating both strategic asset allocation and tactical adjustments.

Robert Macarthur is a CFP® professional with 32 years of industry experience, currently serving at ValMark Advisers, Inc. He has a history with Northwestern Mutual spanning over two decades and operates MacArthur Financial, LLC, focusing on executive benefits consulting. Additionally, he holds a non-voting shareholder position at Trove Private Wealth, where he contributes to wealth management and executive benefits advisory. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, incorporating both proprietary and third-party platforms and offering ongoing account monitoring and periodic reviews.

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.

Jerry Diamantides is a financial advisor with Moors & Cabot, Inc., holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Commonwealth Financial Network, Merrill, Bank of America, and Santander Securities. Moors & Cabot provides investment advisory services to individual and high-net-worth clients, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a blend of analytic approaches and offers discretionary and non-discretionary portfolio management, financial planning, and limited consulting engagements.

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.

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.

Alexi Sacco is a financial advisor at Spire Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer before joining Spire Investment Partners in 2018. Outside of his advisory role, Sacco is a musician who performs at various venues in the greater Washington, DC area. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and tax-aware allocations. The firm also delivers financial planning and access to model portfolios, with several strategies managed under proprietary risk overlays through its affiliate Corbett Road Capital Management.

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.

Jacob Clark is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds the Series 66 designation and previously worked at Trove Private Wealth and WIS International. Clark also has experience assisting lead advisors with planning and data preparation at Trove Private Wealth. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm’s investment approach focuses on diversified, goal-based model portfolios and asset allocation, utilizing a combination of mutual funds, ETFs, and separate-account managers.

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.