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.

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.

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.

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.

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.

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.

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.

Sean Mcguirk is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Lincoln Capital Corporation since 2015. He is based in East Greenwich, Rhode Island, and operates within a three-advisor team. Lincoln Capital Corporation provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis across various asset classes and manages over $400 million in client assets on a fee-only basis.

George Newfield is a CFP® and CFA® with five years of industry experience. He has worked at Cornerstone Financial Management LLC since 2021 and previously spent seven years at Bank of America. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation with passive index funds and optional ESG considerations, and it offers services such as discretionary portfolio management, oversight of held-away accounts, and the use of outside sub-advisors.

Timothy Geremia is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He has worked at Invest Track Financial, LLC since 2022 and previously spent 17 years at Coastline Trust Company. Invest Track Financial, LLC provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and small businesses. The firm uses a blend of passive and active investment strategies guided by modern portfolio theory and offers tailored portfolio management and planning within a small client base.

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.

Kevin Arruda is a CFP® and CFA® with eight years of industry experience. He is a financial advisor at Cornerstone Financial Management LLC in Burlington, MA, where he has worked since 2021. Prior to joining Cornerstone, he spent seven years at Bank of America. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as for pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory and emphasizes asset allocation with passive index funds, incorporating ESG considerations upon client request.

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.

Daniel Forbes is a CFP® professional with 16 years of industry experience. He has been with Forbes Financial Planning, Inc. since 2007 and also operates Forbes Insurance Agency. Outside of his advisory role, he serves on the board of directors for a home loan investment bank and acts as Lead Investor for I Got It Holdings Corp. Forbes Financial Planning serves individual and high-net-worth clients, trusts, estates, and qualified retirement plan sponsors by providing comprehensive financial planning, investment management, and pension consulting. The firm employs a customized, limited discretionary management approach primarily using no-load mutual funds and ETFs, and manages held-away accounts through third-party software.

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.

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.

Tamara Notarianni is a financial advisor at Cornerstone Financial Management LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Spinnaker Asset Management Inc., Northwestern Mutual, and various positions outside the financial sector. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation with passive index funds and optional ESG considerations, and incorporates outside managers and technology-driven portfolio oversight.

Jason Siperstein is a CFP® and CFA® with 14 years of industry experience. He is the sole advisor at Eliot Rose Wealth Management, LLC in Providence, RI, where he has worked since 2011. Eliot Rose Wealth Management serves individuals near retirement, current retirees, and families focused on legacy planning by providing comprehensive financial planning and discretionary asset management. The firm emphasizes a planning-first approach and personalized investment decisions executed through diversified, strategic asset allocation with ongoing monitoring and periodic rebalancing.