Many blue-collar business owners spend years building successful companies but struggle with inconsistent cash flow, high taxes, and uncertainty about how to turn their business into a secure retirement. Unlike most financial firms that focus primarily on investments, I take a planning-first approach that connects your business strategy with your personal financial goals. As a CFP® professional and fee-only fiduciary advisor with 10+ years of experience, I help business owners integrate cash flow planning, tax strategies, risk management, retirement planning, and investments into one coordinated plan. Having experienced the challenges of business ownership firsthand and growing up in a family business, I understand that your business is often your largest asset. My goal is to provide the guidance and strategy business owners need to protect what they've built and create financial freedom beyond their business.

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.

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, holding the ChFC® designation with 26 years of industry experience. His prior roles include work at MSF Investment Advisory LLC and the Michael Scott Financial Group, LLC. He is also a managing member and licensed insurance agent at Apricity Advisors, LLC. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on discretionary investment management and comprehensive financial planning. The firm’s investment approach is fundamentally driven and long-term oriented, emphasizing diversified, low-cost ETFs alongside individual securities and alternatives when appropriate.

Lindsey Cruz is a financial advisor at Apricity Financial, LLC with two years of industry experience. She holds the 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, a licensed insurance agency. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on fundamental analysis and long-term investment strategies that emphasize diversified, low-cost exchange-traded funds alongside other securities. The firm offers comprehensive financial planning and discretionary portfolio management tailored to client objectives and risk tolerance.

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 with Compass Rose Strategic Partners LLC, holding a Series 66 designation and bringing 18 years of industry experience. She has been with Compass Rose since 2012 and also has experience with Vanderbilt Securities, LLC. Compass Rose Strategic Partners LLC manages approximately $103 million for around 150 clients, offering comprehensive financial planning and portfolio management services to individuals, trusts, and institutional clients through proprietary and third-party wrap fee programs.

Beatrice Waesche is a CFP® professional at Genoa Wealth, LLC with four years of industry experience. Her career includes roles at Raymond James & Associates, ID Plans, CBRE, and Resource Management, LLC. She began her current tenure at Genoa Wealth in 2026. Genoa Wealth, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, corporations, and business entities. The firm uses fundamental analysis and a mix of long- and short-term purchases with asset allocations tailored to client objectives, operating on a fee-only basis with a focus on a concentrated client base.

Stefan Pellish is a financial advisor with Sightline Wealth Advisors, LLC, where he has worked since 2015. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Outside of his advisory role, he has been involved in the commercial real estate business through House of Doors since 1994. Sightline Wealth Advisors is an SEC-registered, fee-only firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm combines passive and active investment strategies with strategic asset allocation and ongoing financial planning, using a range of investments including ETFs, mutual funds, and derivatives.

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.

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.

Donald Waesche is a CFP® professional with 12 years of industry experience. He is currently with Genoa Wealth, LLC and previously worked at Creative Planning, LLC and Resource Management, among other firms. Waesche is also involved with Race Rock, LLC. Genoa Wealth, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, corporations, and business entities. The firm uses fundamental analysis with tailored asset allocations and operates on a fee-only basis, serving a small number of clients with a high level of assets under management.

Steven Bokoff is a CFP® professional with 25 years of industry experience, currently serving as a partner at Goldblatt Bokoff LLC, a certified public accounting firm. He has been involved with CDM Financial Counseling Services, doing business as Thames Financial Management, since 1996. Thames Financial Management provides portfolio management and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and business entities, serving both high-net-worth and non-HNW clients. The firm manages approximately $315 million in assets and employs a long-term, fundamental analysis-based investment approach that includes option strategies and regular portfolio reviews.

Austin Concascia is a financial advisor at Jabez Financial, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Strategic Advisors. Jabez Financial, LLC provides portfolio management and financial planning services to individuals and business entities, managing approximately $14.1 million in assets across about 117 client relationships. The firm utilizes modern portfolio theory and a long-term trading approach with a variety of investment vehicles, maintaining primarily non-discretionary client accounts.

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.