Jonathan Kuczmarski is the sole advisor at Efficient Capital Strategies, LLC in Providence, Rhode Island. He holds Series 65 and Series 66 licenses and has 12 years of industry experience, including 10 years with his current firm. In addition to his advisory work, he maintains an active real estate salesperson license and dedicates part of his week to real estate activities. Efficient Capital Strategies provides customized, goals-based financial planning and portfolio management services to high-net-worth individuals, corporate, and institutional clients. The firm employs a value-oriented investment approach primarily based on fundamental analysis, complemented by technical analysis, and offers both discretionary and non-discretionary advisory services.

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.

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.

Francis Hacket is the sole advisor at Hacket Asset Management, Inc. in Warwick, RI, holding a Series 63 designation with 33 years of industry experience. He has been with Hacket Asset Management since 1991. Hacket Asset Management provides investment advisory and portfolio management services primarily to individual clients, managing approximately $12.5 million across about 20 client relationships. The firm employs a discretionary, client-specific approach with periodic portfolio reviews and documented trading and oversight practices.

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. Lally has operated his firm since 2012 and is also licensed as a life insurance agent. Lally Wealth Management serves individuals, high-net-worth clients, charities, retirement plans, and business entities by providing financial planning, retirement plan consulting, and facilitating investment management through third-party advisers and turnkey asset management platforms. The firm typically places clients with external managers and provides ongoing oversight without managing individual accounts directly.

James Tavares is a financial advisor with Lodestar Wealth, LLC in Providence, RI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Quasar Distributors, LLC and Horizon Investments. He also supports a startup healthcare financial technology firm without receiving compensation. Lodestar Wealth Public Benefit, LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, and business entities. The firm uses ETF-based, long-term portfolios guided by documented Investment Policy Statements and employs a combination of modern portfolio theory, fundamental, quantitative, and technical analysis to construct diversified allocations.

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.

John Connaughton is a CFP® professional at Rhodeway Financial with three years of industry experience. He previously worked at Columbia Funds and FINRA and serves as a paid independent trustee of the Columbia Funds. Rhodeway Financial offers financial planning and financial literacy seminars primarily for individuals and nonprofit organizations, focusing on investment, retirement, tax, college, and debt planning. The firm emphasizes mutual funds, particularly within employer-sponsored retirement plans, and provides non-discretionary advice without managing client portfolios or charging asset-based fees.

Jed Defalco is a financial advisor at Vetta Investments with 18 years of industry experience. He holds a Series 65 designation and has been involved with Ventura Investments, LLC since 2006. 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 employs a quantitative approach with monthly rebalancing and uses coordinated block trading technology and derivatives within client accounts.

Casey Tenney is a CFP® and Series 65-registered advisor at Datum Wealth Management with one year of industry experience. Prior to joining Datum Wealth Management in 2026, Casey worked at Coastline Trust Company for five years, Bank of America for three years, and Suntrust for two years. Datum Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on long-term strategies using low-cost, diversified mutual funds and ETFs, alongside individual stocks, bonds, and alternative investments when appropriate.

Eduardo Borges is a CFP® and CFA® with 10 years of industry experience. He has held positions at Morgan Stanley Private Bank and Fortune Financial Services before founding Goal Wealth Advisory Group, LLC. Borges holds a Series 66 license and is also licensed to sell life and health insurance. Goal Wealth Advisory Group, LLC offers investment management, comprehensive financial planning, and employer retirement-plan consulting to individuals, including high-net-worth clients, as well as nonprofit and charitable organizations. The firm primarily uses a passive investment approach with index mutual funds and ETFs, incorporating fundamental, technical, and cyclical analysis to evaluate sectors and securities, while tailoring portfolios to client objectives and tax considerations.

Laura Lincoln is a CFP® professional with four years of industry experience. She has worked at Coastline Trust Company, Bank of America Private Bank, and Merrill before joining Datum Wealth Management in 2026. Laura holds the Series 66 designation and is based in Warwick, Rhode Island. Datum Wealth Management offers investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on long-term strategies using diversified mutual funds, ETFs, individual securities, and alternative investments, employing a process that includes fundamental, technical, and cyclical analysis.

Eric Thomson is a financial advisor at Zarathustra Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Staples Business Advantage, Amica Insurance, and Schneider Electric/APC. Zarathustra Wealth Management provides fee-only financial planning and discretionary portfolio management to individual investors, small business owners, pension plans, foundations, and other institutional clients. The firm uses an evidence-based, quantitatively driven approach focused on sustainable risk-adjusted returns, combining broad index exposure with selective stock selection and offering pension consulting and educational seminars.

Charles Means is the sole advisor at Charles J. Means & Co., LLC in Providence, RI, holding a Series 65 credential with 23 years of industry experience. He has led his firm since 2002, providing personalized investment management services. Charles J. Means & Co., LLC offers customized, discretionary portfolio management primarily for individuals, IRAs, trusts, estates, and charitable organizations. The firm manages approximately $84 million across about 59 accounts, focusing on equity and debt securities aligned with macroeconomic views and client objectives.

Barry Misbin is a financial advisor with The Capital Group in Cranston, RI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with The Capital Group and its affiliated entities since 2000 and has also worked at Fortune Financial Services since 2018. Misbin serves as vice president of The Capital Group Investment Advisors, Inc. and president of The Capital Group Financial Advisors, Inc. The Capital Group Investment Advisors, Inc. offers personalized financial planning and investment management to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm manages approximately $56 million in client assets across around 268 client relationships, providing customized portfolios generally managed on a discretionary basis with regular reviews and rebalancing.

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.

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.

Sotirios Pappas is a financial advisor with The Retirement Planning Company of New England, Inc. in Warwick, RI, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He is also CEO and President of Mystic Asset Management and Pappas Asset Management. The Retirement Planning Company of New England provides investment advisory and financial planning services primarily to individuals, high-net-worth households, trusts, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, retirement account rollover advice, and financial planning tailored to each client’s objectives and risk tolerance.

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.