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 Bronson is a financial advisor at MB Financial Planning LLC in Richmond, RI, with nine years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2017. In addition to his financial advisory role, Bronson serves as an instructor at Roger Williams University School of Justice Studies, teaching courses on Financial Crimes and Understanding Pensions and Retirement to current and retired police officers. MB Financial Planning LLC serves individual clients, including high-net-worth individuals, through comprehensive financial planning, investment management, and one-time financial plans. The firm employs primarily passive, low-cost portfolios with supplemental fundamental and technical analysis and also offers tax preparation and employer retirement-plan advisory services.

Joseph Curran is a CFP® with 27 years of industry experience. He is the sole advisor at Breachway Investments, LLC, an independent firm based in Charlestown, RI, where he has worked since 2019. Prior to Breachway, he spent 10 years at Merrill. Breachway Investments provides discretionary and non-discretionary asset management, financial planning, and ERISA retirement-plan services for individuals, high-net-worth households, charitable organizations, and retirement plans. The firm constructs portfolios based on client goals, time horizons, and risk tolerances using a range of investment strategies and conducts regular reviews, including tax-loss harvesting and rebalancing. It also offers educational seminars and incorporates practices such as borrowing in separately managed accounts and cross-client bond position management.

Joseph Kolb is a CFP® professional with 18 years of industry experience. He has operated Wickford Wealth Management, LLC (formerly Kolb & Company, LLC) since 2012 and has been affiliated with Strategicpoint Investment Advisors since 2008. Wickford Wealth Management provides discretionary investment management, financial planning, and consulting to individual and high-net-worth clients. The firm employs a core-and-satellite investment approach across seven asset classes, blending fundamental and technical analysis to manage risk and seek incremental outperformance.

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.

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.

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Peter Robinson is a Series 66-licensed financial advisor with over 13 years of industry experience, currently serving at First Financial Advisory Services Inc in Westerly, RI. His prior experience includes roles at Cetera Advisors LLC and Seacorp. Outside of his advisory work, he is an artist and owner of Pine Box Art, a musician, and a board member of the Mystic Chamber Music Series. First Financial Advisory Services is a small supported firm managing approximately $278 million for around 516 clients, serving individuals, families, small businesses, and charitable organizations. The firm employs a value-oriented, long-term investment approach using a blended strategic and tactical framework and emphasizes collaborative, questionnaire-driven financial planning.

Matthew Cunningham is a CFP® professional with 19 years of industry experience. He is affiliated with First Financial Advisory Services Inc. and has held roles at Cetera Advisors LLC and First Allied Securities, Inc. Cunningham serves as treasurer for a nonprofit organization focused on disc golf and has been involved with the Ocean Community Chamber of Commerce and the Estate Planning Council of Rhode Island. First Financial Advisory Services is a supported SEC-registered firm with three advisors managing approximately $278 million for over 500 clients. The firm provides portfolio management, financial planning, and educational services to individuals, families, small businesses, and charitable organizations using a value-oriented, long-term investment approach based on Modern Portfolio Theory and fundamental analysis.

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.

Jonathan Ullman is a CFP® professional with 13 years of industry experience. He has worked at Montis Financial from 2006 to 2023 before joining TrueFocus Financial Partners in 2023. TrueFocus Financial Partners serves individual and high-net-worth clients, providing wealth management that combines ongoing portfolio management with financial planning. The firm uses a modern portfolio theory approach, blending passive and active investments tailored to clients’ risk tolerance and time horizon.

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.

Mary Konetzny is a CFP® professional with 17 years of experience in financial advising. She currently works at TrueFocus Financial Partners and has previously been with Montis Financial, Adviser Investments, and Braver Wealth Management. TrueFocus Financial Partners serves individual and high-net-worth clients by providing fee-only wealth management that integrates portfolio management and financial planning. The firm uses a modern portfolio theory approach, combining passive and active investments tailored to client risk tolerance and time horizon, and emphasizes individualized planning through a small, founder-led practice.

Geraldine Cunningham is a financial advisor with First Financial Advisory Services Inc. She holds a Series 63 designation and has 43 years of industry experience. Her work history includes roles at Cetera Advisors LLC and First Allied Securities, Inc. She is a member of the Estate Planning Council of Rhode Island and serves as a FINRA arbitration arbitrator. 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 that combines strategic and tactical asset allocation with fundamental analysis when appropriate.

Alexandra Geremia is a CFP® and CFA® credentialed advisor at Invest Track Financial, LLC with three years of industry experience. She previously worked at Coastline Trust Company from 2015 to 2021. Invest Track Financial provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and small businesses. The firm employs a blend of passive and active strategies centered on asset allocation and serves a limited client base through a small two-advisor structure.

Todd Wokoske is a financial advisor with Professional Planning Group in Westerly, RI, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Decisive Wealth Management, Commonwealth Financial Network, and Park Avenue Securities. Outside of his advisory work, he is involved in property management as an owner of rental real estate. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to a diverse client base including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis with tailored investment strategies, managing approximately $1.17 billion in client assets.

Larry Henderson is a Series 65-licensed financial advisor with Washington Trust Advisors, bringing one year of industry experience. Prior to joining Washington Trust Advisors, he worked at Lighthouse Financial Management, LLC. He also serves as a board member and director at Rhody Christian Fellowship, where he acts as a chaplain and campus minister. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm designs tailored discretionary portfolios and provides access to affiliated trust and custodial services through its parent company, The Washington Trust Company.