Eduard Hamamjian is a financial advisor at Alpha Dog Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Gea Sphere LLC since 2009. Alpha Dog Advisors provides discretionary portfolio management and financial planning to individual clients and employer plan sponsors, employing a hybrid income-and-principal-protection strategy with structured notes, equities, ETFs, and alternative products. The firm uses a proprietary rules-based analysis system and a long-term price-to-free-cash-flow research framework to guide portfolio construction and offers model portfolios and insurance products through third-party arrangements.

Mac Kenzie Campbell is a financial advisor at Financial Independence, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Citizens Securities, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he has worked in the restaurant and fitness industries. Financial Independence, LLC provides financial planning, wealth management, and pension consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm uses a non-discretionary approach, recommending third-party portfolio strategists on the AssetMark platform, with an investment philosophy focused on behavioral coaching, manager diversification, and a blend of tactical active and strategic passive strategies.

Thomas Guidici is a financial advisor with Guidici Wealth Management LLC, holding Series 63, Series 65, and Series 66 licenses and five years of industry experience. He has worked at several firms, including Coppell Advisory Solutions LLC and Gibbs Wealth Management, LLC, and founded Guidici Financial Group in 2012 where he also acts as an insurance agent. He is involved in the insurance industry through his role at Guidici Financial Group DBA GPS Retirement LLC. Guidici Wealth Management LLC provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals. The firm offers tailored investment advice and written strategies across various asset types and employs discretionary portfolio management with multiple investment techniques, regularly reviewing accounts and allowing client-directed brokerage.

Nicole Capuano is a financial advisor with Guidici Wealth Management LLC in Warwick, Rhode Island. She holds a Series 65 designation and has one year of experience at Guidici Wealth Management. Additionally, she has served as vice president and relationship manager at GPS Retirement LLC since 2016, focusing on retirement and insurance client relations. Guidici Wealth Management provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals. The firm offers tailored investment advice and written strategies across various asset classes, employing discretionary portfolio management with techniques such as asset allocation and dollar-cost averaging.

Daniel Massucci is a CFP® with 26 years of industry experience, currently affiliated with FCIG Wealth Management, LLC. He previously worked at Commonwealth Financial Network for nine years and has operated his own firm, Massucci & Associates, LLC, since 1987. Outside of advising, he provides business consulting services through Massucci & Associates and serves as a trustee and executor in non-investment related matters. FCIG Wealth Management, LLC serves individuals, including high-net-worth clients, as well as corporations and business entities, offering wealth management with discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs to client objectives and conducts regular account reviews.

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.

Daniel Massucci is a financial advisor at FCIG Wealth Management, LLC and holds a Series 65 designation. He has been in the industry for one year and previously worked in various roles including positions at Isoplexis and ownership of Massucci & Associates, LLC since 2010. Outside of advisory services, he owns a small LLC providing bookkeeping and professional services to biotech companies and is a registered life, accident, and health insurance producer in Connecticut. FCIG Wealth Management LLC serves individuals, including high-net-worth clients, as well as corporations and business entities, offering discretionary asset management and financial planning through a combination of sub-advisors and third-party platforms. The firm tailors investment programs to client objectives and conducts regular account reviews while providing integrated insurance and tax services.

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.

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.

Matthew Sweet is a CFP® professional with 17 years of industry experience. He is currently with Axis Wealth Partners, LLC and has prior experience at Randall Financial Group, LLC. Outside of his advisory work, he is involved in raising livestock at Heritage Park Farm in Sterling, CT. Axis Wealth Partners provides 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 mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

Bernard Poirier is a Series 65-licensed financial advisor with 14 years of experience at Capital Wealth Management, LLC and over 34 years in the industry. He has worked at Capital Wealth Management since 2012 and is also associated with ParmeeLe, Poirier & Ass. 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 fundamental security analysis to construct diversified portfolios and employs a weekly Investment Policy Committee for portfolio oversight and periodic client reviews.

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.

Tyler Duckworth is a financial advisor at Capital Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Shamrock Home Loans and Auburn University. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for around 600 clients. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates, using fundamental security analysis to construct diversified portfolios.

Michael Perreault is a financial advisor with Capital Wealth Management, LLC in West Warwick, RI, holding 10 years of industry experience. He has been with Capital Wealth Management since 2016 and has operated Perreault & Company, Ltd. since 1995. Outside of advising, he serves as a shareholder involved in accounting and business management for a manufacturing business. Capital Wealth Management, LLC manages approximately $1.14 billion for about 600 clients, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates, employing fundamental security analysis to build portfolios that include equities, bonds, ETFs, and alternative investments.

Aaron Gagnier is a financial advisor at Success Wealth Management LLC with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Success Wealth Management in 2019, he worked at Questar Asset Management, Capital Analysts, Lincoln Investment, Valic Financial Advisors, and Ameriprise. Gagnier also serves as a District Vice President managing 15 agents for an independent insurance agency operating as Charter Financial Group. Success Wealth Management advises individuals and high-net-worth clients, providing discretionary asset management, financial planning, and consulting services. The firm customizes asset allocations based on clients’ goals and risk tolerances and employs Modern Portfolio Theory, offering access to strategy-linked investment programs through sub-advisors.

Peter Alofsin is a CFP® with 33 years of industry experience, currently serving at Capital Wealth Management, LLC. He has worked at the firm since 2011 and previously spent 12 years with Triad Advisors, Inc. Alofsin is also involved in several community and nonprofit activities, including fundraising for the Make a Difference Foundation and serving as a consultant for the Long Wharf Trustees scholarship board. 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 uses fundamental security analysis to build portfolios and conducts regular reviews through its Investment Policy Committee.