Donna Cournoyer is a financial advisor at Moore Financial Advisors, Ltd. with three years of industry experience. She holds a Series 65 designation and previously worked at Salve Regina University for 12 years in total. Moore Financial Advisors, Ltd. provides wealth management, portfolio management, and financial planning services to individuals, families, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm employs a primarily long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, supplemented by internal and third-party research and AI tools.

Alexander Albert is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Lincoln Capital Corporation since 2015. Based in East Greenwich, RI, he holds a Series 65 license in addition to his CFP® designation. Lincoln Capital Corporation provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates on a fee-only basis, developing written investment policies tailored to client needs and managing accounts primarily on a discretionary basis with regular monitoring and reporting.

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.

Alexandra Geremia is a CFP® and CFA® certified financial advisor with four years of industry experience. She is currently with Invest Track Financial, LLC, where she has worked since 2022. Prior to that, she spent six years at Coastline Trust Company. Invest Track Financial is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm emphasizes asset allocation based on modern portfolio theory, combining passive and active strategies and offering long-term holdings with tactical flexibility.

Carolann Brown is a CFP® professional with over 42 years of experience in the financial services industry. She is currently with Fox Hill Wealth Management, joining the firm in 2023 after roles at Beck Bode, LLC, Pallas Capital Advisors LLC, and UBS Financial Services Inc. Fox Hill Wealth Management is a fee-only firm that provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and pension plans. The firm employs a blend of passive and active strategies, including options for hedging, and offers customized portfolios based on client-specific investment policies.

Connor Morenzi is a financial advisor at WealthCare Investment Partners LLC with seven years of industry experience and holds the Series 66 designation. He has previously worked at Eaton Vance Management, Columbia Management Investment Advisers, and Private Client Services, LLC. WealthCare Investment Partners provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a primarily long-term, model-driven investment process that utilizes low-cost, diversified mutual funds supplemented by ETFs, equities, and fixed income, managing client accounts on a discretionary basis with continuous monitoring and periodic rebalancing.

Michael Lally is a financial advisor with Revisor Wealth Management LLC in East Greenwich, RI, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior work includes roles at Lally Wealth Management, LLC, Voya Investment Management, Citizens Securities, Banc of America Investment Services, and Quick & Reilly. He is also licensed as a life insurance agent. Revisor Wealth Management provides investment advisory and financial planning services to individuals, families, businesses, and other financial professionals. The firm designs customized portfolios using a range of securities and alternative strategies, and it supports other advisors with practice services and third-party asset management.

Brian Corriveau is a financial advisor at WealthCare Investment Partners LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 17 years before joining WealthCare Investment Partners and Private Client Services in 2018. Outside of his advisory roles, he is the president and owner of Brian N. Corriveau LLC, an investment practice, and is also a licensed insurance professional. WealthCare Investment Partners provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a primarily long-term, model-driven investment approach using diversified mutual funds, ETFs, equities, and fixed income, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Douglas Suhr is a Certified Financial Planner® with 21 years of industry experience. He is currently with Whitener Capital Management, Inc., where he has worked since 2020. His prior experience includes roles at Mercer Global Advisors Inc., TIAA-CREF, Fidelity, Charter Research & Investment Group Inc, and Charles Schwab. Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities by providing portfolio management, financial planning, and pension consulting services. The firm employs a conservative investment philosophy focused on quality and value, using modern portfolio theory and client-specific strategies to pursue capital preservation and risk-adjusted returns.

Russell Winthrop is a financial advisor at WealthCare Investment Partners LLC with 31 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at LPL Financial and Private Client Services, LLC prior to his current role. WealthCare Investment Partners provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a long-term, model-driven investment approach, constructing customized portfolios primarily using low-cost, diversified mutual funds supplemented with ETFs, individual equities, and fixed income as appropriate.

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.

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.

Spencer Ogden is a CFA® charterholder with five years of industry experience. He has been with Dock Street Asset Management Inc. since 2020 and previously worked at Franklin Templeton from 2007 to 2020. Dock Street Asset Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm’s investment process focuses on fundamental analysis of companies with high returns on invested capital, supplemented by technical analysis, and employs various strategies including long and short positions and option writing.

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.

Edward Smith is a financial advisor at Richard C. Young & Co., Ltd. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 1998. Richard C. Young & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, managing approximately $1.56 billion in assets. The firm employs a multi-disciplinary investment process focused on asset allocation across various securities and offers clients a range of portfolio programs tailored to specific objectives.

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.

Jane McAuliffe is a financial advisor at Axis Wealth Partners, LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Axis Advisors LLC since 2017, following a two-year tenure at Forbes Financial Planning, Inc. In addition to her advisory role, she provides financial planning and analysis services in divorce proceedings as a Certified Divorce Financial Analyst through Collaborative Divorce Strategies. Axis Wealth Partners offers discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index funds and ETFs, combined with fundamental and technical analysis to guide allocation and rebalancing.

Christopher Stack is a financial advisor with Young Richard C & Co Ltd in Newport, RI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Richard C. Young & Co., Ltd. since 1998. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans through firm-designed portfolio programs. The firm employs a multi-disciplinary investment process focused on asset allocation and manages approximately $1.56 billion in discretionary assets across seven advisors.

Richard Young is a financial advisor with Young Richard C & Co Ltd in Newport, RI, holding 32 years of industry experience. He has been with the firm since 1989, spanning 37 years of service there. Young Richard C & Co Ltd provides discretionary investment supervisory services to individuals, small businesses, and retirement plans through defined investment management programs and custom portfolios. The firm uses a combination of fundamental, technical, quantitative, qualitative, and cyclical analysis in its asset-allocation approach and manages approximately $1.8 billion in discretionary assets.

Nolan Beattie is a financial advisor at WealthCare Investment Partners LLC in Portsmouth, RI, holding Series 65 and Series 66 licenses with four years of industry experience. He has worked with Private Client Services and WealthCare Investment Partners since 2022 and has been involved with the Tiverton School System since 2012. WealthCare Investment Partners provides wealth management, portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a primarily long-term, model-driven investment approach with customized portfolios featuring low-cost, diversified mutual funds, ETFs, equities, and fixed income instruments.