Stacey Sternberg is a financial advisor at Parsons Capital Management Inc with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Parsons Capital Management since 2007. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across a diverse client base, including individuals, qualified retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing a research-driven asset allocation process tailored to each client's needs.

David Von Hemert is a CFA® charterholder and holds a Series 65 license, with 26 years of industry experience. He has been with Parsons Capital Management Inc since 1999. Outside of his advisory role, he serves on the board and investment committee of the Rhode Island Philharmonic & Music School. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts, serving individuals, retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trusteeship services, employing a tailored asset-allocation process informed by fundamental, quantitative, and technical research.

Bradley Dorman is a financial advisor at WhaleRock Point Partners, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with WhaleRock Point Partners since 2006. The firm provides discretionary investment management to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension plans. WhaleRock Point Partners emphasizes a top-down investment process with a focus on directly owned fixed-income portfolios and offers retirement plan fiduciary services, including 3(38) ERISA investment management.

Gregory Lavine is a CFP® and CFA® professional with 16 years of industry experience. He is currently with Parsons Capital Management Inc, where he has worked since 2023, following eight years at Moors Cabot. Lavine serves on the finance committee of Providence Country Day School and the investment committee of Temple Beth-El. Parsons Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, qualified retirement plans, trusts, foundations, and other institutional and charitable clients. The firm employs a consultative, tailored investment process that combines fundamental, quantitative, and technical research across various asset classes.

Sean Durkin is a financial advisor at Axis Wealth Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years. Outside of his advisory role, he is involved with Axis Risk Management, LLC, an insurance-related business. Axis Wealth Partners provides discretionary investment management, financial planning, pension and plan-participant consulting, and business consulting to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

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.

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 with Foundations Investment Advisors LLC who holds a Series 66 designation and has five years of industry experience. His prior experience includes roles at Bank of America, Merrill, and several other financial services firms. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a broad client base, including 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 offers tailored advice through its network of affiliated offices.

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.

Christine Canapari is a financial advisor at Mariner Independent with 21 years of industry experience. She holds the ChFC® designation and Series 65 license. Her prior work includes roles at Strategic Point Investment Advisors, LLC and AdvicePeriod, LLC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, supported by institutional and retirement plan resources and affiliated investment relationships.

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 at Moors & Cabot, Inc. with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with firms including Commonwealth Financial Network, Merrill, Bank of America, and Santander Securities. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services utilizing various analysis methods and strategies, supported by third-party and affiliated sub-advisors.

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.

Kelly Almonte is a financial advisor at Kestra Private Wealth Services, LLC with 20 years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Kestra in 2018. Almonte holds Series 63 and Series 66 licenses. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Todd Engelhardt is a financial advisor at F L Putnam Investment Management Co. with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. 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 individual investors, families, and institutions, offering a range of investment management and consulting services. The firm’s team-based approach utilizes both internally managed and third-party strategies across multiple asset classes with options for sustainable investing and tax-aware rebalancing.

Anthony Landi Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2018 before joining Kestra. Outside of his advisory role, he serves on the boards of Providence Rotary and Bradley Hospital and is involved in community fundraising and youth program initiatives. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions, offering access to a broad range of investment products and platforms along with specialized services such as annuity subaccount management and 529 plan administration.

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, with 7 years of industry experience. He holds the Series 65 and Series 66 licenses and previously worked at Fieldstone Financial Management Group and the City of Providence. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to tailor portfolios primarily managed on a discretionary basis, allocating assets among various securities and external managers.

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.