Jason Siperstein, CFA, CFP®
Jason is the President of Eliot Rose Wealth Management. His firm focuses on providing direction, clarity, and peace of mind to clients transitioning into retirement.
Donna Sowa Allard, CFP®, AIF®
Donna is Executive Vice President at Sowa Financial Group, Inc in Lincoln, RI and co-host of the MoneyTalk Radio Show on AM790. She uses education and compassion to help her Gen X and Baby Boomer clients as they prepare for, and transition into retirement.
President-Elect, NexGen Committee Chair
Mackenzie Richards, CFP®
Mac is a Senior Financial Consultant with BankRI Investment Services. He and his team cut through the complexity as they guide their clients towards a work-optional lifestyle.
Nick Loring, CFP®, CIMA®
Nick is the Principal of Loring Advisory Group in Smithfield, RI. Loring Advisory Group prides itself on it’s holistic, client-centric approach to wealth management, and it’s mission is to provide Financial Advice for Life®.
Advocacy Committee Chair
Steve Johnson, CFP®
Career Development Committee Chair
Mara Derderian, CFP®
Digital Committee Chair
Colin Murray, CFP®, CLU®
Colin owns Murray Wealth Strategies. He partners with local P&C insurance agencies and guides their clients through the critical financial events in their life.
Chapter Executive (non-voting member)
Jean Nagle, AAI, AIS, ACSR
Programming & Partnerships Committee Chair
Jason Archambault, CFP®, CPA/PFS
Jason Archambault is the Managing Member of SK Wealth Management, LLC, which provides The Integrated Financial AdvantageTM, a disciplined, proactive and consistent approach to providing clarity and order to your finances.