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.

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.

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 financial advisor at Capital Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 credential and has been associated with Capital Wealth Management, Inc. since 2012 and ParmeeLe, Poirier & Ass since 1992. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for around 600 clients. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, pension plans, charitable organizations, trusts, and estates, employing fundamental security analysis to build diversified portfolios.

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.

Jonathan Leuchs is a financial advisor at William Joseph Capital Management, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Bank of America. In addition to his advisory work, he serves as a business consultant for Won Strategy. William Joseph Capital Management, Inc. provides investment advisory and financial planning services to individuals, charitable organizations, businesses, and retirement plans. The firm integrates portfolio management with financial planning and offers ERISA plan consulting and fee-based insurance services.

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.

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.

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 14 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Questar Asset Management and Capital Analysts. Outside of advising, he serves as a District Vice President managing 15 agents for an independent insurance agency. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm uses a goal-based, Modern Portfolio Theory framework and conducts regular account reviews, employing third-party sub-advisors to manage client portfolios while maintaining primary client contact.

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.

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.

Curt Caserta is a financial advisor at Capital Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors Inc and OSAIC prior to his current role. Outside of financial advising, he is a certified PADI scuba diving instructor and maintains his license with plans for part-time instruction in retirement. 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, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and estates, typically employing fundamental security analysis to build diversified portfolios.

Angela Garcia is a financial advisor with Young Richard C & Co Ltd in Newport, RI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Citizens Securities, Inc. since 2015 and Citizens Bank since 2014. Outside of her advisory role, she performs as a cantor and singer for mass at St. Joseph's Church. Young Richard C & Co., Ltd. provides discretionary investment supervisory services to individuals, small businesses, and 401(k) plans, offering various firm-designed portfolio programs. The firm employs a multi-faceted investment process emphasizing asset allocation and manages approximately $1.56 billion in discretionary assets across seven advisors.

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.

Lee Duckworth is a CFP® professional with 35 years of experience in the financial services industry. He is affiliated with Capital Wealth Management, LLC, where he has worked since 2011, and previously held roles at Triad Advisors, LLC and OSAIC. Outside of his advisory work, Duckworth serves as a unit leader and council executive for the Boy Scouts of America and holds leadership positions with several local nonprofit organizations, including South County Wrestling and The Harbor Church. Capital Wealth Management, LLC is a registered investment adviser managing approximately $1.14 billion for around 600 clients. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, institutions, and charitable entities, employing a fundamental security analysis approach to portfolio construction.