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.

Jeremy Lawton is a financial advisor at Wealth Management Resources, Inc. with four years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Wealth Management Resources in 2020, he worked at Roger Williams University and The Colony Group. In addition to his advisory role, Lawton serves on the board of directors for the Partnership to Reduce Cancer in Rhode Island. Wealth Management Resources, Inc. provides advisory services to individuals, retirement plans, trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and education. The firm focuses on asset allocation using exchange-traded funds and model portfolios, integrating advisory, brokerage, and insurance activities to deliver tailored solutions.

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.

Russell Botvin is a financial advisor with NCU Investment Solutions, holding Series 63 and Series 66 credentials and ten years of industry experience. He previously worked at Merrill for ten years before joining NCU Investment Solutions in 2026. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses model portfolios, fundamental analysis, and long-term purchase strategies, managing accounts on both discretionary and non-discretionary bases while offering financial planning and consulting services.

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.

Sean Marchetti is a financial advisor at Summit Financial, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cetera Financial Specialists LLC, Securities America, Inc., The Patriot Financial Group, LLC, and LPL Financial. He also offers insurance products through various companies, including sales via an affiliated firm. Summit Financial, LLC is an SEC-registered, multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm provides investment advisory and portfolio management programs, financial planning, retirement plan advisory, and access to alternative investments, combining discretionary and consultative services tailored to client needs.

Benjamin Veglas is a financial advisor with Summit Financial, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Summit Financial in 2025, he worked at Ivy Wealth Management, The Patriot Financial Group Insurance Agency, and Fidelity Investments. His background also includes roles outside of finance, such as work at Alberto’s Pub & Pizza and multiple positions at Quinnipiac University. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a combination of discretionary and consultative investment management, financial planning, retirement plan advisory services, and access to alternative investments through various managed portfolio and third-party platforms.

Michael Kiernan is a CFP®-certified financial advisor with five years of industry experience. He is currently with Summit Financial, LLC and previously worked at firms including Cetera Financial Services and Merrill. Outside of his advisory role, he volunteers as a golf league manager and site administrator for a local golf league. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services to accommodate varied client preferences.

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.

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.

Heriberto Luna is a financial advisor at Geneos Wealth Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Geneos since 2011. He also serves as a registered assistant at Strategic Financial Group. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority for most client accounts.

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.

Kelly Almonte is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Kestra in 2018, Almonte worked at UBS Financial Services for 11 years. Outside of Kestra, Almonte serves as a registered field assistant at The Northeast Investment Group, focusing on customer service. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of investment solutions, financial planning, and advisory services across multiple platforms.

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.

Anthony Landi Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Kestra in 2018, he spent 11 years at UBS Financial Services. He serves as managing partner and wealth manager of The Northeast Investment Group and holds leadership roles in community organizations, including chairing the Providence Rotary Charities Foundation and participating on the board of Bradley Hospital. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services with access to multiple investment platforms and supports independent advisor decision-making alongside supervisory oversight.

Emilio Senesi Jr. is a financial advisor with Summit Financial, LLC who holds the CFP® and ChFC® designations and has 44 years of industry experience. Prior to joining Summit Financial in 2025, he worked at firms including Cetera Financial Specialists, Patriot Retirement Plan Partners, Patriot Financial Group, Ivy Wealth Management, Securities America, Inc., and LPL Financial. He serves as vice president on the board of his condominium association, a voluntary role unrelated to his financial advisory work. Summit Financial, LLC is a multi-team SEC-registered advisory firm with over $26 billion in assets under management, serving approximately 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, retirement plan advisory services, and access to alternative investments, supporting customizable portfolios and held-away account management.

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.