Kurt Jamiel is a financial advisor at Income Associates in Barrington, RI, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Cetera and Summit Financial Group. In addition to his advisory work, he owns and operates Quiet Keeper LLC, a sales and service business. Income Associates primarily serves individual investors, high-net-worth clients, and business entities, managing approximately $9.37 million in assets. The firm employs a discretionary investment approach tailored to client goals, utilizing a combination of fundamental, technical, and quantitative analysis alongside third-party model portfolios and sub-advisors.

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.

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.

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.

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.

Robert Sullivan is a financial advisor at Yankee Investor, LLC in New Bedford, MA, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked at Ballow & Hutchinson Realty Group from 2015 to 2017 before joining Yankee Investor in 2017. Yankee Investor serves individuals, high-net-worth individuals, trusts, and estates primarily in Massachusetts, offering discretionary investment management alongside financial planning and consulting. The firm employs a long-term, fundamental analysis approach using low-cost mutual funds and ETFs, with personalized portfolio strategies and ongoing client communication.

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.

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. He has prior experience at Valtech and Publicis Sapient, spanning roles over several years before founding his independent firm. In addition to advising, he maintains an external IT consulting practice. JMD Financial Planning Inc. serves individual and high-net-worth clients by providing discretionary portfolio management alongside hourly financial planning and consulting services. The firm uses a blend of fundamental and technical analysis to tailor portfolios with equities, fixed income, mutual funds, ETFs, and limited options strategies according to client objectives and risk tolerance.

Jeffrey Brown is a CFP® and ChFC® with 38 years of industry experience. He is the owner and Investment Advisor Representative of Brown Advisory Group, LLC, where he has worked since 2006. Prior to and concurrent with his role at Brown Advisory Group, he has been associated with Triad Advisors, Inc. and Vanderbilt Securities, LLC. Outside of his advisory work, he manages a realty group and serves as president and building manager of a commercial office park. Brown Advisory Group provides investment management, retirement and comprehensive financial planning, and consulting to individuals, trusts, estates, and retirement plans. The firm employs a dynamic, tactical asset allocation approach using a five-profile risk framework and offers access to multiple wrap-fee programs and select private placements.

Stephen Clair Jr. is a financial advisor at Hall Capital Management Company, Inc. with 12 years of industry experience. He has been with Hall Capital since 2013 and holds a Series 65 designation. Outside of his advisory role, he is a 50% owner of Island Adventures Inc., a bicycle rental business in Newport, Rhode Island, where he manages the website and bookkeeping. Hall Capital Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm employs a fundamental analysis-driven investment process with model portfolios focused on long-term capital appreciation and dividend income, complemented by actively managed fixed-income strategies. It is notable for integrating accounting and tax expertise into its advisory services, including in-house tax preparation and consulting.

Leonard Hirst II is a CFP® with over 30 years of industry experience. He is the principal of Hirst Financial Independence Planning, Inc., where he has worked since 2016. Prior to this, he spent 12 years at CWM, LLC and has operated the Law Office of Leonard T.A. Hirst, II as an attorney since 2003. He also serves as a notary public. Hirst Financial Independence Planning, Inc. offers fee-only financial planning and discretionary wealth management services to individuals, high net worth clients, businesses, and charitable organizations. The firm employs individualized investment policies and fundamental analysis, managing accounts primarily on a discretionary basis with regular quarterly reviews.

Christopher Resendes is a financial advisor at Clarity Retirement & Wealth, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company for a combined seven years. Prior to his financial services career, he was employed by the Massachusetts Trial Court for 18 years. Clarity Retirement & Wealth, LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-high-net-worth clients without a firmwide asset minimum. The firm uses tailored asset allocation through proprietary and third-party model portfolios, delegating trading and execution while retaining supervision and client servicing.

Victor Melfa Jr. is a financial advisor with Factor Investing Group in Newport, RI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advising, he serves as a trustee for his family trust and is a board member of a closely held family business; he also provides advisory support to a media company specializing in podcast production. Factor Investing Group delivers discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs an evidence-based, factor-oriented investment approach using quantitative methods, fundamental analysis, and macroeconomic assessment, typically implementing portfolios with low-cost ETFs and mutual funds.

Casey Fitchett is a CFP® and Series 65-licensed financial advisor at Pine Haven Investment Counsel, Inc. with three years of industry experience. Prior to joining Pine Haven in 2022, Casey held positions at Cornell SC Johnson College of Business and several other firms. Pine Haven Investment Counsel, Inc. provides discretionary investment management and integrated financial planning services primarily to high-net-worth individuals, families, charitable institutions, and small-business retirement plans. The firm uses a long-term, total-return investment approach and manages approximately $193 million for about 84 client relationships through a small, two-advisor team.

Lisa Graham is a Series 65-licensed advisor at Dana R. Norman with over 22 years of experience at Norman, Graham & DiGangi PC, a CPA firm where she serves as a shareholder with administrative duties including tax and financial statement preparation, bookkeeping, and scheduling. She has been with Dana R. Norman since 2025. Dana R. Norman provides discretionary, individually tailored portfolio management and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $103.9 million in client assets and integrates fundamental, mutual fund/ETF, technical, and cyclical analysis in portfolio construction.

Jeffrey Gordon is a financial advisor with Slocum, Gordon & Co. LLP in Newport, RI, holding 30 years of industry experience. He has been with the firm since 1978. Slocum, Gordon & Co. LLP provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm uses a disciplined approach combining asset allocation with fundamental, quantitative, qualitative, and technical analysis to manage customized portfolios on a discretionary basis.

Dennis O'Keefe is a CFP® with 21 years of industry experience and has been the sole advisor at Successful Money Strategies Inc since 1993. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he also receives residual insurance commissions and acts as an insurance agent, facilitating client contact with insurance companies. Successful Money Strategies, Inc. provides financial planning and discretionary investment management primarily to individuals, including high net worth clients, as well as a limited number of charities, trusts, and small businesses. The firm employs custom asset-allocation models, focusing on no-load mutual funds, Treasury bonds, and negotiable CDs, with trading occurring approximately 2–3 times per year.

Andrew Sylvia is a financial advisor at CCM Investment Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Securian Financial Services and Pioneer Financial Group. Outside of his advisory role, Sylvia is employed as an emergency medical technician and campus security officer. CCM Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes strategic asset allocation using academic models and a primarily passive investment approach, supplemented by third-party managers and quantitative tactical management.