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.

Michael Moeller is a financial advisor at Slocum, Gordon & Co. LLP with two years of industry experience. He holds a Series 65 designation and previously worked at Clearwater, UBS Investment Bank, Amundi Pioneer Asset Management, GW&K Investment Management, and State Street. Slocum, Gordon & Co. LLP provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm constructs customized portfolios using a combination of fundamental, quantitative, qualitative, and technical analysis, managing accounts on a discretionary basis with periodic rebalancing across various asset classes.

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.

Robert Auclair is a CFP® professional with 20 years of industry experience. He has worked at Balanced Wealth Management, LLC since 2015 and also maintains a role at Randall Financial Group, LLC. Auclair provides tax preparation services during tax season, separate from his advisory work. Balanced Wealth Management offers discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm emphasizes customized, primarily long-term portfolios and provides retirement plan advisory services including ERISA fiduciary support and participant education.

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® 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.

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. He holds the Series 66 designation and has worked previously at Eaton Vance Management and Columbia Management Investment Advisers, among others. WealthCare Investment Partners LLC provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employer retirement plans. The firm employs a model-based investment approach focused on long-term portfolio construction with low-cost diversified mutual funds, ETFs, and selected individual equities, managing approximately $860 million for over 1,800 clients.

Jameson Duckworth is a financial advisor with Capital Wealth Management, LLC, holding Series 63 and Series 65 licenses and having six years of industry experience. His work history includes roles at OSAIC, Triad Advisors, Barnum Financial Group, and Mass Mutual. In addition to his advisory work, he is licensed to sell insurance and annuity products outside of his registered branch office. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates. The firm employs fundamental security analysis to build portfolios that may include equities, bonds, ETFs, alternative investments, and private placements, with accounts managed on a discretionary basis and reviewed regularly.

Brian Corriveau is a financial advisor with Wealthcare Investment Partners LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at LPL Financial for 17 years before joining Wealthcare Investment Partners and Private Client Services in 2018. Corriveau is also president and owner of Brian N. Corriveau LLC, an investment practice, and is a licensed insurance professional. Wealthcare Investment Partners LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $655 million on a discretionary basis for about 1,700 clients, using a primarily long-term, model-based investment approach focused on low-cost, diversified mutual funds supplemented by ETFs, selected stocks, and bonds.

Douglas Suhr is a CFP® professional with 21 years of industry experience. He has been with Whitener Capital Management, Inc. since 2020 and also holds a position with Mercer Global Advisors Inc. since 2015. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, managing roughly $506 million in client assets across discretionary and non-discretionary accounts.

Brian Glatz is a CFP® professional with 23 years of industry experience, currently serving at Capital Wealth Management, LLC. He has worked at the firm since 2012 and was previously affiliated with Triad Advisors, Inc. for 12 years. Outside of his advisory role, Glatz is a member of the church finance committee at Cranston Christian Fellowship. Capital Wealth Management, LLC manages approximately $1.14 billion across 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves individuals, pension plans, charitable organizations, trusts, and estates, typically employing fundamental security analysis to build diversified portfolios.

James Speights is a financial advisor at Capital Wealth Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OSAIC, Triad Advisors, and SII Investments. Outside of his advisory role, he runs James B. Speights Co., which offers seminars on retirement income planning and risk management involving life, disability, long-term care insurance, and fixed annuities. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates. The firm employs fundamental security analysis and typically manages portfolios on a discretionary basis subject to regular committee review and client input.

Russell Winthrop is a financial advisor with Wealthcare Investment Partners LLC in Portsmouth, RI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes 16 years at LPL Financial before joining Wealthcare Investment Partners and Private Client Services in 2018. Wealthcare Investment Partners LLC serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $655 million on a discretionary basis. The firm employs a primarily long-term, model-based investment approach focused on low-cost, diversified mutual funds supplemented by ETFs, selected stocks, and bonds, with ongoing discretionary oversight and client-specific restrictions.

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.

Lawrence Dooley Jr. is a CFA® charterholder with 13 years of industry experience. He has been with Capital Wealth Management, LLC since 2017 and worked at Woodstock Corp from 2014 to 2017. He serves as a mentor for the CFA Society Boston Mentorship Program. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, providing discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm employs fundamental security analysis to build diversified portfolios and manages accounts on a discretionary basis with regular reviews.

Garrett Marcoux is a financial advisor at Capital Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm in 2025, he held various roles in sectors including food service and community organizations. Capital Wealth Management, LLC manages approximately $1.14 billion for around 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm uses individualized Investment Policy Statements and fundamental security analysis to construct diversified portfolios, generally managing accounts on a discretionary basis with regular reviews and rebalancing.

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.