Erik Manchester is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Newman Dignan & Sheerar, Inc. since 2014. Newman Dignan & Sheerar provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers tailored portfolios using a variety of investment tools and maintains specific disclosures and client consent practices related to derivatives, borrowing, and cryptocurrency investments.

Oliver Tutt is a CFP® with 23 years of industry experience. He is affiliated with NCU Investment Solutions and has been with Randall Financial Group, LLC since 2002. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm employs model portfolios and fundamental analysis, offering both discretionary and non-discretionary management, and includes partnerships with insurance agencies as part of its service offerings.

Nicholas Cardello is a financial advisor at Barrett & Company with a Series 66 designation and three years of industry experience. Prior to joining Barrett & Company in 2020, he worked at Hilb Group and In Music Brands. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasional small business or nonprofit clients. The firm manages approximately $529.7 million in assets, offering customized portfolios that consider income needs, liquidity, tax factors, time horizons, and risk tolerance through a blend of fundamental, technical, quantitative, and charting analysis.

Samuel Hallowell Jr. is a financial advisor at Van Liew Capital Inc. in Providence, RI, holding a Series 65 designation with 33 years of industry experience. He has worked at Van Liew Trust Company and Van Liew Capital Inc. since 1984. 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 combines growth and value equity strategies with a cycle-aware approach that integrates economic analysis and various research methods, alongside fixed-income management focused on investment-grade credit and active duration management.

Kenneth Goodreau is a financial advisor at Canton Hathaway LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Canton Hathaway since 2018, following two years at WhaleRock Point Partners, LLC. Canton Hathaway provides investment advisory services primarily to individuals, family groups, trusts, and charitable organizations, as well as pension plans and other institutional clients through outsourced CIO arrangements. The firm manages portfolios on an individualized, tax-aware basis using fundamental, technical, and quantitative analysis, emphasizing liquid equities, investment-grade fixed income, ETFs, and suitable private placements and illiquid fund investments.

Joseph Mcginn Jr. is a CFP® professional with over 33 years of industry experience and has been with Brown, Lisle/Cummings, Inc. in Providence, RI since 1996. He holds Series 63 and Series 65 licenses and works as part of an eight-advisor team. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, focusing on portfolio management, financial planning, and consulting. The firm manages approximately $480.6 million in discretionary assets and utilizes a wrap-fee program with a diverse range of investment tools including equities, fixed income, mutual funds, ETFs, and structured products.

Sarah Dickenson is a financial advisor at Abundo Wealth with a Series 65 designation and two years of experience at the firm. Her prior work includes roles at Financial Planning Solutions, Wayfair, and F10 Creative. She is also the owner of Sarah Dickenson Photography, a business she has operated since 2013. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing and offers advice on various financial planning topics through a client portal and software, while clients retain control over investment implementation.

Christopher Coleman is a financial advisor at Clarendon Private LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and UBS Financial Services, Inc. Coleman has been with Clarendon Private since 2024. Clarendon Private provides wealth management services to individuals, high-net-worth clients, trusts, estates, endowments, and businesses. The firm offers discretionary portfolio management and financial planning using a long-term orientation balanced with fundamental and technical analysis, overseeing portfolios that include ETFs, mutual funds, equities, fixed income, and alternative investments.

Lee Duckworth is a CFP® professional with 35 years of experience in the financial services industry. He is affiliated with Capital Wealth Management, LLC, where he has worked since 2011, and previously held roles at Triad Advisors, LLC and OSAIC. Outside of his advisory work, Duckworth serves as a unit leader and council executive for the Boy Scouts of America and holds leadership positions with several local nonprofit organizations, including South County Wrestling and The Harbor Church. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for around 600 clients. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, institutions, and charitable entities, employing a fundamental security analysis approach to portfolio construction.

Tara Budlong is a financial advisor with StrategicPoint Investment Advisors LLC in Providence, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with StrategicPoint since 2011. Outside of her advisory role, she works as a food delivery driver during nighttime hours. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and employer-sponsored plans. The firm employs a proactive, tactical asset-allocation approach guided by a Portfolio Management Committee and offers a range of portfolio models and sustainable/ESG options.

Shane Jedson is a financial advisor at Capital Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was involved with Fairfield University and has worked as an electrical supervisor for Ryan Designs LLC, where he coordinates lighting and decor for events. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for about 600 clients. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates.

Michael Hogan is a financial advisor at NCU Investment Solutions with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, CUNA Mutual Group, and Merrill. NCU Investment Solutions provides advisory and planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs model portfolios and fundamental analysis as part of its investment approach and offers both discretionary and non-discretionary account management.

Carl Begin is a financial advisor with Bristol Wealth Group in Attleboro, MA. He holds the CFP® and ChFC® designations and has 12 years of industry experience, including roles at Raymond James Financial and Bristol County Savings Bank. Bristol Wealth Group offers financial planning and discretionary wealth management for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios based on fundamental analysis and tailored investment policies, serving a diverse client base with a fiduciary approach.

Clifford Deck is a CFP® with 26 years of industry experience and is a partner at Blue Chip Financial Advisors, LLC. He has worked at the firm since 1999 and previously operated Clifford J. Deck, CPA Inc. from 1992 to 2019. 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, combining long- and short-term strategies and maintaining a close relationship with accounting professionals.

Louis Murphy Jr. is a financial advisor with Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Brown, Lisle/Cummings, Inc. since 1984. Brown, Lisle/Cummings, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, offering portfolio management and financial planning through a wrap-fee program that includes a range of investment strategies and products tailored to client objectives.

Mario Encarnacion is a financial advisor at NCU Investment Solutions with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Merrill, Bank of America, J.P. Morgan Securities LLC, and Santander Bank. NCU Investment Solutions provides investment advisory and planning services to a broad range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm uses model portfolios, fundamental analysis, and long-term strategies, managing accounts on both discretionary and non-discretionary bases.

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.

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.