John Sheerar is a financial advisor with Newman Dignan & Sheerar, Inc. in Charlestown, RI, holding 28 years of industry experience. He has been with Newman Dignan & Sheerar since 1997. Newman Dignan & Sheerar provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs tailored portfolios primarily allocated among equities, fixed income, mutual funds, and ETFs, and incorporates various implementation tools including options strategies and structured products.

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.

Richard Anzelone is a financial advisor at StrategicPoint Investment Advisors LLC with 24 years of industry experience. He holds a Series 66 designation and has been with StrategicPoint and its related entities since 2003. In addition to his advisory role, he is a licensed insurance agent offering annuities, life insurance, and other insurance products. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a tactical asset-allocation process overseen by a Portfolio Management Committee and offers personalized model portfolios, sustainable/ESG options, and access to third-party platforms and sub-advisors.

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.

Wilson Saville II is a financial advisor at Barrett & Company in Providence, RI, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Barrett & Company since 1986. Outside of advisory work, he serves on the board of directors of ISOMET Corp, a manufacturer of acousto-optic devices. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasional small business or nonprofit clients. The firm manages approximately $529.7 million in assets and constructs customized portfolios using a variety of securities and analytical methods.

Richard Carolan is a financial advisor at Blue Fin Capital, Inc. in Providence, RI, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Blue Fin Partners Holdings, Triple C Container Corp., and Blue Fin Capital since the mid-1990s. Outside of his advisory work, he serves as treasurer of Triple C Equipment Corp. and sits on the board of directors for Gilbane Building Company. Blue Fin Capital provides discretionary portfolio management and advisory services primarily to high-net-worth individuals, trusts, estates, and select corporate and charitable clients. The firm employs a tailored, suitability-driven investment approach that incorporates fundamental, cyclical, and technical analysis, using both long- and short-term trading strategies, including derivatives in some accounts.

Arthur Everly is a financial advisor with Wealth Management Resources, Inc. in Smithfield, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience and has been with Wealth Management Resources since 1995. Prior to that, he spent 18 years at Wealth Management Realty Partners, LLC. Everly serves on the board of directors for the Partnership to Reduce Cancer in Rhode Island. Wealth Management Resources, Inc. provides advisory services to individuals, retirement plans, trusts, estates, and business entities, offering discretionary portfolio management and financial planning among other services. The firm emphasizes asset allocation through custom portfolios using ETFs and model portfolios, and integrates advisory, brokerage, and insurance activities to implement a range of investment and insurance solutions.

Richard Cavanagh is a CFP®, CFA®, and ChFC® with 14 years of experience in financial advisory. He has worked at Newman Dignan & Sheerar, Inc. since 2022 and previously at International Services Incorporated and WhaleRock Point Partners, LLC. Newman Dignan & Sheerar, Inc. provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s portfolios are tailored to client objectives and utilize a wide range of investment tools, including individual equities, fixed income, mutual funds, ETFs, options strategies, and structured products.

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.

Scott Everly is a financial advisor with Wealth Management Resources, Inc. in Smithfield, RI. He holds the ChFC® designation along with Series 65 and Series 63 licenses and has 11 years of industry experience. His career includes roles at both Wealth Management Resources, Inc. and Purshe Kaplan Sterling Investments. Wealth Management Resources, Inc. serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides discretionary portfolio management, financial planning, and specialized advisory services, using a Custom Account program focused on asset allocation with exchange-traded funds and model portfolios.

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.

Donald Previe is a CFP® professional at Washington Trust Advisors in Providence, RI, with one year of experience in his current advisory role and prior work at The Washington Trust Company since 2017. Before entering the financial services industry, he worked at The Container Store from 2014 to 2017. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm constructs tailored discretionary portfolios using a range of investment vehicles and provides specialized strategies and ongoing oversight through an Investment Committee.

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.

Clifford Tracy Jr. is a financial advisor at Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 licenses with 37 years of industry experience. He has been with Brown, Lisle/Cummings since 2012. He receives passive income from policy renewals as a former insurance agent for Mass Mutual. Brown, Lisle/Cummings, Inc. offers investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $480.6 million in discretionary assets. The firm provides portfolio management through a wrap-fee program utilizing Envestnet’s Managed Account Solutions platform and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and options.

Robert Parsons is a financial advisor at Parsons Capital Management Inc with 32 years of industry experience. He has been with Parsons Capital Management since 1993 and holds the Series 63 designation. Parsons Capital Management is an SEC-registered investment adviser managing approximately $2.09 billion across nearly 1,864 accounts for a range of clients including individuals, qualified retirement plans, trusts, endowments, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services, with portfolios tailored through a combination of fundamental, quantitative, and technical research.