At Ahead Full Wealth, we help people who’ve built a good life feel confident they’re making the most of it, financially and otherwise. We serve those who’ve quietly crossed significant milestones: a military retirement, a solid government pension, a seven-figure portfolio. They’ve done well but wonder if there’s more they could be doing. We step in with clear, strategic advice that fits their real life—focused on what matters most, not just what’s possible. As a fee-only planner based in North Kingstown, Rhode Island, I work closely with mid- to late-career military families, educators, and government professionals. These clients often juggle complex benefits, career shifts, and big family decisions. My job is to simplify those moving parts, bring structure to the chaos, and help align their money with the life they want to lead—today and in the years ahead. Ahead Full was built to offer deeply personal planning, the kind that evolves with you. Our process helps clients get clear on their goals, navigate tradeoffs, and make confident decisions with their finances. Whether we’re managing investments, modeling a Roth conversion strategy, or choosing the right survivor benefit plan, we’re here to guide with intention and care. In October 2024, we joined APFORIA, LTD as a tenant firm. This partnership expands our capabilities while preserving our independent voice and close-knit approach. We’re still Ahead Full—just with a little more wind in our sails. I bring experience as a military leader, educator, business owner, and planner. I know how life can pull in a hundred directions. And I know how good it feels to regain your bearings. That’s the work I love: helping people steer with purpose and move forward, full ahead.

Eric Wilson is a CFA® charterholder and Series 63 registered advisor with over 10 years of professional experience spanning financial services and analytical roles. He has worked at Washington Trust Company, Raymond James Financial Services, and Sensata Technologies, among others. Wilson serves on the board and finance committee of Wood River Health Services, a federally qualified health center. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to individuals, high-net-worth clients, and institutional entities. The firm employs both fundamental and technical analysis and offers tailored investment strategies aligned with client objectives and risk tolerances.

Peter Wallace is a financial advisor with Professional Planning Group in Westerly, RI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with New England Professional Planning Group and Raymond James Financial Services since 1998. Outside of his advisory role, he is involved with Katrina A. Wall, DMD, LLC. 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, charitable organizations, corporations, endowments, and foundations. The firm manages approximately $1.17 billion in client assets and combines fundamental and technical analysis with both long- and short-term strategies tailored to client goals and risk tolerances.

Andrea Spieth is a financial advisor with Professional Planning Group in Westerly, RI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Raymond James Financial Services and Webster Investments and has been with Professional Planning Group since 2019. 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, charitable organizations, corporations, endowments, and foundations. The firm manages approximately $1.17 billion in client assets and employs both fundamental and technical analysis within tailored investment strategies.

Nicholas Desousa is a financial advisor at Claro Advisors Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MONECO Advisors, LPL Financial, MJP Wealth Advisors, and Wells Fargo Clearing. Outside of advising, he serves as Treasurer and board member for the Narragansett Chamber of Commerce. Claro Advisors serves individuals, trusts, estates, businesses, and retirement plans with discretionary and non-discretionary investment management and financial planning services. The firm employs fundamental analysis with a long-term orientation, incorporates AI tools in its research, and manages both individual and pooled investments for qualified investors.

Stephen Poplaski is a CFP® and PFS™ credentialed advisor with 18 years of industry experience. He has worked at Washington Trust Advisors since 2025 and previously spent nine years at Johnson & Wales University and 21 years at Lighthouse Financial Management, LLC. He also operates a CPA practice that has been active since 1983. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, providing wealth management, financial planning, and portfolio management services. The firm offers tailored discretionary portfolios, model portfolios, and tax planning for certain Rhode Island clients, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

Sean Mcguire is a financial advisor at McGuire Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has worked at McGuire Wealth Management since 2018, following nine years at Wells Fargo Advisors Financial Network LLC. McGuire Wealth Management provides wealth management and portfolio management services to individuals, families, businesses, and retirement plans, focusing on discretionary investment management and financial planning. The firm employs a value-oriented investment approach combining fundamental, technical, and quantitative analysis with a long-term holding emphasis and typically manages assets through a wrap fee program.

Christopher Wallace is a CFA® charterholder with 27 years of experience in the financial services industry. He has been with the Professional Planning Group and Raymond James Financial Services since 2002. Wallace is based in Westerly, Rhode Island, and his role includes trading, client service, and client reviews. Professional Planning Group offers 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, charitable organizations, corporations, endowments, and foundations. The firm manages approximately $1.17 billion in client assets and integrates fundamental and technical analysis with both long- and short-term strategies tailored to client goals and risk tolerances.

Dennis Mcguire is a financial advisor with McGuire Wealth Management in Wakefield, RI, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked with Wells Fargo Advisors Financial Network LLC for nine years before joining his current firm in 2018. He serves as a trustee for multiple 401(k) plans, including those for McGuire Investment Group and a family trust. McGuire Wealth Management provides wealth and portfolio management services to individuals, families, businesses, and retirement plans. The firm employs a value-oriented investment approach combining fundamental, technical, and quantitative analysis with a long-term holding strategy and operates a wrap fee program that integrates trading, custody, and reporting into a single service.

David Aballo is a CFA® charterholder and Series 63 licensed financial advisor with three years of industry experience. He is currently with Professional Planning Group in Westerly, RI, and has prior work history at The Washington Trust Company. Professional Planning Group serves individuals, trusts, estates, charitable organizations, corporations, endowments, and foundations with discretionary and non-discretionary portfolio management, financial planning, and trustee-related services. The firm offers educational workshops and multiple advisory programs, tailoring investment strategies to client objectives through fundamental and technical analysis.

James Maynard is a financial advisor at Washington Trust Advisors with six years of industry experience. He previously worked at Napatree Capital LLC for seven years and held roles at MResult Corp. and SVB Financial Group. 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 constructs tailored discretionary portfolios using mutual funds, ETFs, equities, fixed income, and options, and operates within a bank holding company structure that provides access to affiliated trust and custodial services.

Patrick Connelly is a financial advisor with Professional Planning Group, holding a Series 66 designation and 10 years of industry experience. He has worked at firms including Pioneer Financial Group and Securian Financial Services before joining Professional Planning Group and Raymond James Financial Services in 2019. Connelly serves as a board member and finance committee member of the Westerly Education Endowment Fund, which provides grants to enhance educational experiences for local students. Professional Planning Group offers 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, and charitable organizations. The firm manages approximately $1.17 billion in assets and employs both fundamental and technical analysis, tailoring investment strategies to client goals and risk tolerances.

Dennis Mcguire is a financial advisor with Mcguire Wealth Management in Wakefield, RI, holding a Series 63 designation and over 53 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Mcguire Wealth Management in 2018. Mcguire Wealth Management serves individuals, families, businesses, and retirement plans with wealth management and portfolio management services, employing a value-oriented investment approach that combines fundamental, technical, and quantitative analysis with a long-term holding strategy. The firm manages approximately $819 million in client assets on a discretionary basis and operates a formal wrap-fee program with a substantial asset entrance threshold.

Bryan Pitney is a CFP® with 18 years of industry experience, currently affiliated with Professional Planning Group. His prior work includes roles at Charles Schwab and TD Ameritrade. He is based in Westerly, RI. 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, and charitable organizations. The firm manages approximately $1.17 billion in client assets and employs both fundamental and technical analysis with customized investment strategies.

Jennie Spurlock is a CFP® with eight years of industry experience, currently serving as an advisor at William Mack & Associates Inc since 2019. She previously worked at Plante Moran Financial Advisors and has been involved in various agricultural and supply businesses, including ownership and management roles in several farming and welding supply companies. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for nearly 1,000 clients through a team of ten advisors. The firm focuses on diversified, tax-efficient, low-cost investment strategies using no-load mutual funds and ETFs, serving individuals, trusts, and retirement plans.

Aaron Wade is a CFP® professional with 13 years of industry experience, currently serving at Washington Trust Advisors. He previously worked for 11 years at Lighthouse Financial Management. Outside of his advisory role, Wade is active as a pianist and serves as a choir director at North Kingstown United Methodist Church. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients. The firm offers tailored discretionary portfolios and a thematic equity strategy, operating within a bank holding company structure that provides access to affiliated trust and custodial services.

At Always Ready Financial Planning, our mission is to serve those who’ve served—empowering Senior Military Officers, Veterans, and their families to confidently navigate the transition from military to civilian life. Founded by Coast Guard veteran Joseph Brown, our firm is built on 25 years of service, guided by the motto Semper Paratus—“Always Ready.” We understand that financial transitions are deeply personal, especially after a career of selfless service. Inspired by stories of fellow officers facing retirement uncertainty—including homelessness and hardship—Joseph became a Certified Financial Planner® and Military Qualified Financial Planner® to make a difference where it matters most. Our values shape everything we do: • Service Above Self – Your mission becomes ours. • Preparedness as a Promise – We plan ahead, so you’re never caught off guard. • Family First – We align your finances with what matters most. • Focus on What Matters – Tune out the noise, take control of your future. • Money as a Tool, Not a Goal – Let your values lead your financial decisions. We provide comprehensive, values-driven financial planning tailored to your unique journey—whether that means maximizing military benefits, preparing for retirement, or building a lasting legacy. Our process begins with a no-pressure consultation and continues with personalized support every step of the way. Our vision is simple: to be the trusted financial partner for military families transitioning to their next chapter—providing clarity, purpose, and peace of mind, one plan at a time.

Jason Rosenberg is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Santander Securities and Santander Bank since 2017, and prior to that was with CCO Investment Services Corp. His career has been focused within the Santander organization for the past several years. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through a managed-account platform with third-party managers and a centralized service team.

Robert Breslin III is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with CW Advisors, LLC and has previously worked at Congress Wealth Management LLC, Rhb LLC dba Financial Life Planning, Financial Architects Partners, Sorrento Pacific Financial, LLC, and Dedham Savings Bank. Outside of advisory work, he manages real estate properties through Prospect Street Properties. CW Advisors serves a diverse client base including individuals, families, trusts, charitable organizations, and business entities. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, with investment oversight conducted by a dedicated committee.

Richard Lewis is a financial advisor at Robertson Stephens with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at HighTower Securities for eight years. Outside of his advisory role, he is the CEO of StudentTicket, a nonprofit that aims to connect students to local communities. Robertson Stephens provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm manages discretionary and non-discretionary portfolios, offering planning services such as tax and estate planning, and uses both in-house and third-party investment management, serving clients with $8.76 billion in assets under management as of year-end 2025.