Edward Burnett

Jonathan Kuczmarski is the sole advisor at Efficient Capital Strategies, LLC in Providence, Rhode Island. He holds Series 65 and Series 66 licenses and has 12 years of industry experience, including 10 years with his current firm. In addition to his advisory work, he maintains an active real estate salesperson license and dedicates part of his week to real estate activities. Efficient Capital Strategies provides customized, goals-based financial planning and portfolio management services to high-net-worth individuals, corporate, and institutional clients. The firm employs a value-oriented investment approach primarily based on fundamental analysis, complemented by technical analysis, and offers both discretionary and non-discretionary advisory services.

Kurt Jamiel is the principal advisor at Income Associates, an independent firm based in Barrington, RI. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Cetera and Summit Financial Group. Outside of advising, he owns and operates Quiet Keeper LLC, a sales and service business. Income Associates provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and businesses. The firm emphasizes client-specific, discretionary investment strategies using a mix of fundamental, technical, and quantitative analysis, often implementing third-party model portfolios and sub-advisors while offering ERISA 3(21) fiduciary services for employer-sponsored retirement plans.

Francis Hacket is the sole advisor at Hacket Asset Management, Inc. in Warwick, RI, holding a Series 63 designation with 33 years of industry experience. He has been with Hacket Asset Management since 1991. Hacket Asset Management provides investment advisory and portfolio management services primarily to individual clients, managing approximately $12.5 million across about 20 client relationships. The firm employs a discretionary, client-specific approach with periodic portfolio reviews and documented trading and oversight practices.

Earle Johnson is a financial advisor at Boselah Investments with 11 years of industry experience. He holds a Series 65 designation and has led Boselah Investments since 2014. His background includes public accounting and commercial banking. Boselah Investments provides discretionary investment management and tailored portfolio services for individuals, high-net-worth investors, businesses, and trusts. The firm employs a range of instruments and strategies, including fundamental, technical, and cyclical analysis, and conducts active trading primarily through Interactive Brokers’ platform.

Susan Gardiner is a CFP® and holds a Series 65 license with five years of industry experience. She is the sole advisor at South County Wealth Planning and has previously worked at Forbes Financial Planning, Inc., Rhode Island Housing, and the Rhode Island Senate President’s office. She also provides financial planning services on a contract basis for Origin Financial. South County Wealth Planning serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a disciplined, long-term investment strategy emphasizing strategic asset allocation, diversification, and tax efficiency, and offers both discretionary investment management and various financial planning services, including retirement and estate planning.

Steven Antunes is a CFP® professional with six years of experience in financial advisory roles. He is the sole advisor at GrowthFocus Wealth Management LLC in Swansea, MA, where he has worked since 2020. His prior experience includes positions at CITIZENS Bank and SK Wealth Management, LLC. GrowthFocus Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach using primarily low-cost, diversified mutual funds and ETFs, with portfolios customized to client goals and risk tolerance.