I work with two types of clients: small business owners who need financial clarity, and families who want to make smarter decisions with their wealth. For business owners, I act as a Fractional CFO—helping you understand your numbers, improve cash flow, plan for taxes, and make better strategic decisions. Most owners don’t fail because of a lack of effort—they struggle because they’re making big decisions without a clear financial framework. That’s where I come in. For families, I serve as a long-term financial partner. Whether you're approaching retirement, building wealth, or navigating a major life transition, I help you align your investments, tax strategy, and long-term goals into one cohesive plan. At the end of the day, my job is to help you see clearly, act confidently, and build a life that actually works—not just one that looks good on paper.

Michael Bronson is the principal of MB Financial Planning LLC in Richmond, RI, holding a Series 65 credential with eight years of industry experience. He has served at the South Kingstown Police Department since 2007 and teaches courses on Financial Crimes and Pensions at Roger Williams University School of Justice Studies. MB Financial Planning LLC provides comprehensive financial planning, investment management, and tax preparation services primarily to individual and high-net-worth clients. The firm emphasizes passive, low-cost portfolios with supplemental analytical techniques and offers both ongoing discretionary management and one-time financial plans.

Richard Nichols is a financial advisor at Dewitt Capital Management LLC with 30 years of industry experience. He holds a Series 65 designation and has been with Dewitt Capital Management since 1995. Dewitt Capital Management provides personalized financial planning and investment management services to individuals, trusts, and estates. The firm operates on a fee-only basis, managing accounts on a discretionary basis using a variety of investment strategies and emphasizes comprehensive reviews of clients’ broader financial affairs.

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.

William Duvall is a financial advisor at Sightline Wealth Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has been with Sightline since 2015. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management, strategic asset allocation, and fundamental analysis, utilizing ETFs, mutual funds, individual securities, and derivatives where appropriate.

Michael Berry is a financial advisor at Apricity Financial, LLC with 25 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. His prior experience includes roles at Addicus Advisory, LLC, Lion Street Financial, MSF Investment Advisory LLC, and Michael Scott Financial Group, LLC. Berry is also a managing member and licensed insurance agent at Apricity Advisors, LLC. Apricity Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, businesses, and retirement plans. The firm offers discretionary investment management and comprehensive financial planning, employing fundamental analysis to build primarily long-term portfolios focused on low-cost, diversified ETFs, while maintaining flexibility to use other investment vehicles when appropriate.

Lindsey Cruz is a financial advisor at Apricity Financial, LLC with two years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Addicus Advisory, LLC and Michael Scott Financial, LLC. In addition to her advisory role, she serves as president of Apricity Advisors, LLC, where she is a licensed insurance agent involved in insurance sales and implementation. Apricity Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, businesses, and retirement plans. The firm primarily employs fundamental analysis to build long-term, low-cost, diversified portfolios, with discretionary management and regular account monitoring.

Bryan Watts is a financial advisor at Sound Portfolio Advisors, LLC with eight years of industry experience. He holds the Series 65 designation and has worked at Parker Financial Planning, LLC since 2018, following three years at BondEdge Solutions. Sound Portfolio Advisors provides discretionary investment management and related advisory services to individuals, high net worth clients, trusts, and estates. The firm employs an asset-allocation driven investment process focused on low-cost mutual funds and ETFs, tailoring portfolios to client goals and tax considerations.

Lynn Cravinho is a financial advisor at Compass Rose Strategic Partners LLC with 17 years of industry experience. She holds a Series 66 designation and has worked with Vanderbilt Financial Group since 2024. Prior to that, she was affiliated with Triad Advisors, Inc. and has been with Compass Rose Strategic Partners since 2012. Compass Rose Strategic Partners provides financial planning, portfolio management, and advice on managed-account programs for individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a tailored asset-allocation process using mutual funds, ETFs, and third-party managers, and serves a diverse client base including institutional entities.

Joseph Curran is a CFP® with 27 years of industry experience, currently serving as an advisor at Breachway Investments, LLC since 2019. He previously worked for ten years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Breachway Investments provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as charitable organizations and qualified retirement plans. The firm employs diversified asset-allocation strategies and incorporates fundamental, technical, and charting analysis in portfolio construction, while offering public educational seminars and permitting borrowing in managed accounts.

Stefan Pellish is a financial advisor at Sightline Wealth Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sightline since 2015. In addition to his advisory role, he has been involved with House of Doors since 1994. Sightline Wealth Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach that combines passive and active management with strategic asset allocation and fundamental analysis.

Peter Robinson is a Series 66-registered financial advisor with First Financial Advisory Services Inc, bringing 13 years of industry experience. He has worked at Cetera Advisors LLC, Seacorp, and First Allied Securities, Inc. Outside of his advisory role, Robinson is an artist and owner of Pine Box Art and is active as a musician. He also serves as a board member for the Mystic Chamber Music Series, supporting concert promotion. First Financial Advisory Services, Inc. provides portfolio management and financial planning to individual investors, families, and small businesses, managing approximately $250 million in client assets. The firm employs a value-oriented, long-term investment approach with a focus on non-discretionary portfolio management and customized financial planning.

Matthew Cunningham is a CFP® professional with 19 years of industry experience, currently serving at First Financial Advisory Services Inc. He has worked with First Financial Advisory Services since 2008 and has prior experience with Cetera Advisors LLC and First Allied Securities, Inc. Outside of his advisory role, Cunningham is involved in nonprofit activities, including serving as treasurer for World's Biggest Disc Golf Wishes and participating in the Ocean Community Chamber of Commerce. First Financial Advisory Services, Inc. provides portfolio management and financial planning to individuals, families, and small businesses, managing approximately $250 million in client assets. The firm employs a value-oriented, long-term investment strategy that incorporates strategic and tactical asset allocation and fundamental analysis, primarily operating on a non-discretionary basis.

Shane Clarke is a financial advisor at Prosperity Capital Advisors with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Geneos Wealth Management, FSC Wealth Advisors, NEXT Financial Group, Primerica Advisors, and Guardian Life Insurance. Outside of his advisory role, he coaches soccer for the Northeast Rush Soccer Club. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing core risk-based portfolios and specialized strategies across various asset types and platforms.

Glenn Johnson is a financial advisor with Jabez Financial, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Bradford Financial, Inc. and Eagle Mortgage, LLC. He is also an insurance agent involved in the sale of various insurance products. Jabez Financial provides portfolio management and financial planning services primarily to individual clients and small businesses, utilizing modern portfolio theory and individualized Investment Policy Statements to align investments with client goals. The firm offers non-discretionary management and may recommend third-party asset managers or wrap-fee programs.

Charles Lacour III is a Series 65-licensed advisor at Lyons Asset Management with 22 years of industry experience. He has served as captain of a ferry at Plum Island Marine since 1998. Lyons Asset Management provides discretionary portfolio management, retirement plan asset review, and financial planning primarily for individual clients, managing accounts based on client goals with a buy-and-hold investment approach in publicly traded securities.

Cassidy Susi is a financial advisor at Succession Financial, Inc. with a Series 65 credential and experience at firms including WealthStar Advisors, LLC, Deloitte, and Janney Montgomery Scott. Prior to entering the financial industry, Cassidy also worked at Da Vinci Ristorante. Succession Financial provides investment management, financial planning, and retirement plan consulting to individuals, employer plan sponsors, charitable organizations, and businesses. The firm combines passive and active investment strategies guided by modern portfolio theory and client-specific asset allocation, managing approximately $210 million for around 173 clients.

Austin Concascia is a financial advisor at Jabez Financial, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and Strategic Advisors. Jabez Financial provides portfolio management and financial planning services primarily to individual clients and small businesses. The firm uses modern portfolio theory and individualized investment policies, managing assets on a non-discretionary basis while also offering third-party manager recommendations and wrap-fee programs.

Joshua Lyons is the principal of Lyons Asset Management in Stonington, CT, holding a Series 63 designation with five years of industry experience. He has operated under the Lyons Asset Management name since 1994. Lyons Asset Management provides discretionary portfolio management, financial planning, and retirement plan asset reviews primarily for individual clients. The firm manages accounts based on client goals and risk tolerance, using a buy-and-hold strategy with publicly traded stocks, bonds, mutual funds, and ADRs, and also offers socially responsible and sustainable investing options.

Simone Gladstone is a CFP® professional with 34 years of industry experience. She is currently with Compass Rose Strategic Partners LLC, where she has worked since 2012, and also affiliated with Vanderbilt Financial Group since 2024. Her background includes comprehensive financial planning and insurance services, including long-term care, term life, and variable universal life insurance products. Compass Rose Strategic Partners provides financial planning, portfolio management, and managed-account advisory services to individuals, trusts, pension and profit-sharing plans, and corporations. The firm employs a tailored asset-allocation process using mutual funds, ETFs, and third-party managers, with ongoing account monitoring and due diligence on sub-advisers.