Shawn Peter Juenger

Mark Provost is a financial advisor at D & P Investment Advisors, Ltd. with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. He has been with D & P Investment Advisors since 2002 and is also a principal at Desista & Provost, LLP, a certified public accounting firm where he allocates a portion of his professional time. D & P Investment Advisors provides financial planning, consulting, and investment management to individual investors and institutional clients such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages assets on a non-discretionary basis, employing a process that combines fundamental and technical analysis to recommend diversified portfolios tailored to clients’ risk tolerance and time horizon.

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 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.

Joseph Curran is a CFP® with 27 years of industry experience. He is the sole advisor at Breachway Investments, LLC, an independent firm based in Charlestown, RI, where he has worked since 2019. Prior to Breachway, he spent 10 years at Merrill. Breachway Investments provides discretionary and non-discretionary asset management, financial planning, and ERISA retirement-plan services for individuals, high-net-worth households, charitable organizations, and retirement plans. The firm constructs portfolios based on client goals, time horizons, and risk tolerances using a range of investment strategies and conducts regular reviews, including tax-loss harvesting and rebalancing. It also offers educational seminars and incorporates practices such as borrowing in separately managed accounts and cross-client bond position management.

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.

Timothy Geremia is a CFP® and CFA® charterholder with four years of industry experience. He has been with Invest Track Financial, LLC since 2022 and previously worked at Coastline Trust Company for 17 years. Invest Track Financial is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a blend of passive and active strategies based on modern portfolio theory, typically favors long-term holdings, and offers tailored incorporation of ESG funds and alternative investments upon client request.