Mary Grace Lundstrom

David Dicenso is a financial advisor with Green Street Wealth Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Green Street Wealth Advisory since 2017, following prior roles at Summit Financial Group and Summit Brokerage Services. Green Street Wealth Advisory provides customized investment management to individual investors, corporations, and other business entities, using a long-term, buy-and-hold approach based on fundamental and technical analysis. The firm operates on a fee-only basis, offers services on both discretionary and non-discretionary terms, and provides portfolio management for institutional-type clients as well as allocations within variable annuity contracts.

Kurt Jamiel is a financial advisor at Income Associates in Barrington, RI, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera and Summit Financial Group. In addition to his advisory work, he owns and operates Quiet Keeper LLC, a sales and service business. Income Associates primarily serves individual investors, high-net-worth clients, and business entities, managing approximately $9.37 million in assets. The firm employs a discretionary investment approach tailored to client goals, utilizing a combination of fundamental, technical, and quantitative analysis alongside third-party model portfolios and sub-advisors.

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.

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.

Michael Lally is the principal of Lally Wealth Management, LLC, an independent advisory firm based in North Kingstown, Rhode Island. He holds Series 63 and Series 65 licenses and has 17 years of experience in the financial industry. Lally has operated his firm since 2012 and is also licensed as a life insurance agent. Lally Wealth Management serves individuals, high-net-worth clients, charities, retirement plans, and business entities by providing financial planning, retirement plan consulting, and facilitating investment management through third-party advisers and turnkey asset management platforms. The firm typically places clients with external managers and provides ongoing oversight without managing individual accounts directly.

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.