The Retirement Planning Company of New England, Inc.

Sotirios Pappas is a financial advisor with Mystic Asset Management in Warwick, RI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Institutional Securities Corp since 2015 and has been involved with Mystic Asset Management, Retirement Planning Company of New England, and Pappas Asset Management for over two decades. Outside of his advisory roles, he is a member of Route One Properties, a real estate activity unrelated to investment advisory. Mystic Asset Management is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional clients such as trusts, pension plans, nonprofits, and banks. The firm offers discretionary portfolio management using a range of analytical methods and typically manages accounts with a $500,000 minimum, overseeing over $500 million in client assets.

Scott Seidman is a financial advisor with The Retirement Planning Company of New England, Inc., holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at The Retirement Planning Company of New England since 2013 and has been associated with Seidman Investment Advisors, LLC since 2004. The Retirement Planning Company of New England, Inc. provides investment advisory services to individuals, including both high-net-worth and non-high-net-worth clients, as well as institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofit organizations, and corporations. The firm manages portfolios using a variety of instruments and analytical methods, tailoring strategies to client objectives, time horizons, and risk tolerances.

David Allaire is a financial advisor with Mystic Asset Management in Warwick, RI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been affiliated with Mystic Asset Management since 2012 and The Retirement Planning Company of New England since 1996, and has also worked with Institutional Securities Corp since 2015. Outside of his advisory roles, he is a partner in a local real estate ownership and operations business. Mystic Asset Management provides discretionary portfolio management to individuals, including high-net-worth clients, as well as institutional clients such as trusts, pension plans, nonprofits, and banks. The firm employs a variety of analytical methods and typically operates with discretionary authority, managing over $500 million in client assets.