Holland M Rajaniemi

Michael Bronson is a financial advisor at MB Financial Planning LLC in Richmond, RI, with nine years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2017. In addition to his financial advisory role, Bronson serves as an instructor at Roger Williams University School of Justice Studies, teaching courses on Financial Crimes and Understanding Pensions and Retirement to current and retired police officers. MB Financial Planning LLC serves individual clients, including high-net-worth individuals, through comprehensive financial planning, investment management, and one-time financial plans. The firm employs primarily passive, low-cost portfolios with supplemental fundamental and technical analysis and also offers tax preparation and employer retirement-plan advisory services.

Jeremy Sylvester is the principal advisor at Quahog Investments LLC in Richmond, Rhode Island. He holds a Series 66 designation and has four years of industry experience, including roles at Edward Jones and Sonalysts Inc., as well as service with the US Department of Defense. Sylvester has a technical background with doctoral training in physics and a master’s degree in finance, alongside prior naval service and ongoing part-time academic and reserve roles. Quahog Investments is an independent, fee-only advisory firm serving primarily individual, middle-class clients. The firm offers both discretionary and non-discretionary portfolio management, focusing on low-cost, buy-and-hold strategies diversified across sectors, while incorporating limited derivative techniques and advising on private equity or real estate investment trusts when appropriate.

Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

Steven Bokoff is a CFP® professional with 25 years of industry experience, currently serving as a partner at Goldblatt Bokoff LLC, a certified public accounting firm. He has been involved with CDM Financial Counseling Services, doing business as Thames Financial Management, since 1996. Thames Financial Management provides portfolio management and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and business entities, serving both high-net-worth and non-HNW clients. The firm manages approximately $315 million in assets and employs a long-term, fundamental analysis-based investment approach that includes option strategies and regular portfolio reviews.

Andrew Sawyer is a CFA® charterholder with 25 years of industry experience. He has worked at Thames Financial Management since 2018 and previously spent seven years at First Manhattan Co. Outside of his advisory role, he is the owner and operator of Preston Ridge Vineyard, a farm winery. Thames Financial Management provides portfolio management and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and non-HNW clients, managing approximately $315 million in assets with an investment approach that emphasizes fundamental analysis, long-term buy-and-hold strategies, diversification, and option strategies to enhance returns or adjust equity exposure.

Daniel Massucci is a CFP® professional with 25 years of industry experience. He is currently with FCIG Wealth Management, LLC and has held prior roles at Commonwealth Financial Network and his own firm, Massucci & Associates, LLC, which he continues to own and operates as a business consulting entity. He also serves as a trustee and executor in a non-investment capacity. FCIG Wealth Management, LLC serves individuals, including high-net-worth clients, as well as corporations and business entities by providing wealth management that integrates discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs to client objectives and risk tolerances.