Ned Pascucci is a financial advisor at 1 St Discount Brokerage, Inc. in Providence, RI, holding Series 63 and Series 66 licenses with 31 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years and at 1 St Discount Brokerage for three years. He is also registered as an insurance agent. 1 St Discount Brokerage, Inc. provides advisory services to individuals, corporations, and pension/profit-sharing plans, offering a range of portfolio management, financial planning, and consulting services. The firm employs a diverse investment approach guided by written policy statements and multiple analytical methods, operating both discretionary and non-discretionary accounts.

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.

Jameson Duckworth is a financial advisor with Capital Wealth Management, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at OSAIC, Triad Advisors, Barnum Financial Group, and Mass Mutual. He is also licensed as an insurance agent, selling insurance and annuity products outside of the registered branch office. Capital Wealth Management, LLC manages approximately $1.14 billion for around 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, utilizing fundamental security analysis to construct diversified portfolios and providing client relationships structured through individualized Investment Policy Statements.

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.

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 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.

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.

John Lemme is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently a managing partner at Blue Chip Financial Advisors, LLC and has previously worked at Triad Advisors, Inc. for 19 years. Outside of advising, he is involved in insurance sales with multiple carriers. Blue Chip Financial Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm employs a client-directed, non-discretionary investment approach, offering portfolio management and broad financial planning supported by third-party research and custodial trading through Fidelity and a dually registered broker-dealer.

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.

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.

Judith Higgins is a CPA and financial advisor with 24 years of industry experience. She is affiliated with Blue Chip Financial Advisors, LLC, a team-based firm of five advisors. Higgins has operated Higgins Financial Advisors, Inc. and served at Blue Chip Financial Advisors, LLP since 2001, and she has provided accounting and tax services through her CPA firm since 1990. Outside of finance, she is a shareholder and officer of Lincoln Bar & Grille. Blue Chip Financial Advisors, LLC offers investment advisory and financial planning services to individuals, trusts, corporations, retirement plans, and nonprofit entities. The firm uses a client-directed, non-discretionary approach, combining long- and short-term strategies and emphasizes collaboration with accounting professionals and retirement-plan education.

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.