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.

Kurt Jamiel is the principal advisor at Income Associates in Barrington, RI, holding Series 63 and Series 65 credentials with 28 years of industry experience. His career includes roles at Cetera Investment Advisers and Summit Financial Group, among others. Outside of advisory work, he owns and operates Quiet Keeper, a sales and service business. Income Associates serves primarily individual investors, high-net-worth individuals, and business entities, managing approximately $9.37 million in assets. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing a mix 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.

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.

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. Since founding Lally Wealth Management in 2012, he has served clients through financial planning and advisory services. In addition to his advisory role, he is also an independent life insurance agent. Lally Wealth Management provides financial planning, retirement plan consulting, and access to third-party investment advisers for individuals, charities, pension and profit-sharing plans, and business entities. The firm focuses on individualized asset-allocation analysis and ongoing monitoring of recommended managers, typically operating on a fixed-fee planning model rather than direct portfolio management.

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.

Joseph Kolb is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. He has been with Wickford Wealth Management, LLC since 2012, previously known as Kolb & Company, LLC, and also maintains a role at Strategicpoint Investment Advisors since 2008. Wickford Wealth Management is an independent, single-advisor firm providing discretionary investment management and financial planning services primarily to individual and high-net-worth clients on a fee-only basis. The firm utilizes a core-and-satellite portfolio construction approach with diversified allocations across seven asset classes, combining strategic and tactical management to address client needs.

Roger Saint Pierre is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Northeast Capital Management, Inc. since 1999 and also has a long-standing association with Rhs Associates dating back to 1973. Northeast Capital Management provides discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and implements client-specific portfolios using a range of strategies tailored to each client’s objectives.

Mark Nassiff Jr. is the sole advisor at Southcoast Advisory Group, Inc. in Fall River, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has managed Southcoast Advisory Group since 2012 and has operated Nassiff Financial since 2007. Outside of advisory services, he is also involved in real estate sales and insurance. Southcoast Advisory Group provides investment supervisory services to individual clients, creating customized Investment Policy Statements and recommending diversified portfolios. The firm employs fundamental analysis and both long- and short-term trading strategies, while allowing clients to direct brokerage and retaining no discretionary trading authority.

Jed Defalco is a financial advisor at Vetta Investments with a Series 65 credential and over 20 years of experience, having worked at Ventura Investments, LLC since 2006. He operates as the sole advisor at Vetta Investments, an independent firm based in East Greenwich, Rhode Island. 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 manages approximately $1.65 million across a small client base, utilizing a quantitative model portfolio and incorporating derivatives in separately managed accounts.

Barry Misbin is a financial advisor with The Capital Group in Cranston, RI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with The Capital Group and its affiliated entities since 2000 and has also worked at Fortune Financial Services since 2018. Misbin serves as vice president of The Capital Group Investment Advisors, Inc. and president of The Capital Group Financial Advisors, Inc. The Capital Group Investment Advisors, Inc. offers personalized financial planning and investment management to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm manages approximately $56 million in client assets across around 268 client relationships, providing customized portfolios generally managed on a discretionary basis with regular reviews and rebalancing.

South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.

Darryl Melcher is a financial advisor at Wade Management LLC in Somerset, MA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Fieldpoint Private Securities, LLC since 2011. Outside of his advisory role, he is involved in the life insurance business through Mass Mutual. Wade Management LLC provides investment supervisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach, including charting, fundamental, technical, and cyclical analysis, and uses both long-term and short-term trading strategies with a mix of traditional and higher-risk instruments.

William Dwyer is a financial advisor with Seaport Financial Education LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at TIAA-CREF and TIAA since 2016. Seaport Financial Education LLC provides financial education, guidance, and consulting to retirement-plan sponsors, charitable and educational organizations, and individual clients. The firm offers non-discretionary recommendations based on investment principles like Modern Portfolio Theory and long-term planning, using third-party analytics and Monte Carlo modeling, and emphasizes group education and coordination with other advisers.

Michael Obuchowski is a financial advisor at Merlin Asset Management in Newport, RI, with 17 years of industry experience. He holds a Series 65 designation and has worked at Merlin Asset Management since 2014, including a concurrent period at Concert Wealth Management from 2014 to 2016. Merlin Asset Management is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $39.5 million across about 25 client relationships, focusing on growth equity strategies with concentrated, equal-weighted portfolios that incorporate bottom-up fundamental, top-down macro, and quantitative analysis, and employs borrowing, derivatives, and AI tools uncommon among similar firms.

Joseph Digiammo Jr. is a CFP®-certified financial advisor at JMD Financial Planning Inc. in Somerset, MA, with experience that includes roles at Publicis Sapient and Valtech. He maintains an external IT consulting practice alongside his financial advisory work. JMD Financial Planning Inc. serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning on an hourly basis. The firm tailors portfolios using various asset classes and combines fundamental and technical analysis while allowing clients to set investment restrictions and receive regular reviews.

Brittany Moran is a Certified Financial Planner® with 19 years of industry experience. She has been with Lincoln Capital Corporation since 2011. Lincoln Capital serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and integrated financial planning with a fee-only approach. The firm manages over $400 million in client assets through a small team, employing fundamental, technical, and cyclical analysis across various investment types.

Sotirios Pappas is a financial advisor with Mystic Asset Management in Warwick, RI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Institutional Securities Corp since 2015 and has been involved with Mystic Asset Management, Retirement Planning Company of New England, and Pappas Asset Management for over two decades. Outside of his advisory roles, he is a member of Route One Properties, a real estate activity unrelated to investment advisory. Mystic Asset Management is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional clients such as trusts, pension plans, nonprofits, and banks. The firm offers discretionary portfolio management using a range of analytical methods and typically manages accounts with a $500,000 minimum, overseeing over $500 million in client assets.