Board of Directors


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.

Pro Bono Committee Chair

Nathan Beauvais, CFP®

Nathan is a Financial Planner at Sowa Financial Group. He also co-hosts the MoneyTalk radio show which airs weeknights from 5-6pm on 790am.

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.

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