Spencer J Ogden

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.

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.

Joseph Kolb is a CFP® professional with 18 years of industry experience. He is the principal advisor at Wickford Wealth Management, LLC, where he has worked since 2012 following four years at Strategicpoint Investment Advisors. Wickford Wealth Management serves individual and high-net-worth clients with discretionary investment management, financial planning, and consulting. The firm employs a core-and-satellite investment approach using low-cost mutual funds and ETFs, combined with fundamental and technical analysis, and applies tactical adjustments to manage risk and pursue incremental outperformance.

Jed Defalco is a financial advisor at Vetta Investments with 18 years of industry experience. He holds a Series 65 designation and has been involved with Ventura Investments, LLC since 2006. Vetta Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on model-driven equity strategies and dividend income portfolios. The firm employs a quantitative approach with monthly rebalancing and uses coordinated block trading technology and derivatives within client accounts.

Michael Obuchowski is the sole advisor at Merlin Asset Management in Newport, RI, holding a Series 65 credential with 17 years of industry experience. His prior roles include positions at Concert Wealth Management, North Shore Asset Management, First Empire Asset Management, and Altanes Investments. The firm serves individuals, high-net-worth clients, trusts, and certain business entities with discretionary investment management focused on growth-oriented equity strategies across large-cap, SMID, and small-cap stocks. Merlin Asset Management employs a blend of bottom-up fundamental research, thematic top-down views, quantitative screening, and derivative-based approaches, including long-dated option overlays and supervised AI tools, to manage concentrated, low-turnover portfolios.