Mark Provost is a financial advisor at D & P Investment Advisors, Ltd. with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. He has been with D & P Investment Advisors since 2002 and is also a principal at Desista & Provost, LLP, a certified public accounting firm where he allocates a portion of his professional time. D & P Investment Advisors provides financial planning, consulting, and investment management to individual investors and institutional clients such as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages assets on a non-discretionary basis, employing a process that combines fundamental and technical analysis to recommend diversified portfolios tailored to clients’ risk tolerance and time horizon.

Susan Gardiner is a CFP® and holds a Series 65 license with five years of industry experience. She is the sole advisor at South County Wealth Planning and has previously worked at Forbes Financial Planning, Inc., Rhode Island Housing, and the Rhode Island Senate President’s office. She also provides financial planning services on a contract basis for Origin Financial. South County Wealth Planning serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a disciplined, long-term investment strategy emphasizing strategic asset allocation, diversification, and tax efficiency, and offers both discretionary investment management and various financial planning services, including retirement and estate planning.

Michael Bronson is a financial advisor at MB Financial Planning LLC in Richmond, RI, with nine years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2017. In addition to his financial advisory role, Bronson serves as an instructor at Roger Williams University School of Justice Studies, teaching courses on Financial Crimes and Understanding Pensions and Retirement to current and retired police officers. MB Financial Planning LLC serves individual clients, including high-net-worth individuals, through comprehensive financial planning, investment management, and one-time financial plans. The firm employs primarily passive, low-cost portfolios with supplemental fundamental and technical analysis and also offers tax preparation and employer retirement-plan advisory services.

Joseph Curran is a CFP® with 27 years of industry experience. He is the sole advisor at Breachway Investments, LLC, an independent firm based in Charlestown, RI, where he has worked since 2019. Prior to Breachway, he spent 10 years at Merrill. Breachway Investments provides discretionary and non-discretionary asset management, financial planning, and ERISA retirement-plan services for individuals, high-net-worth households, charitable organizations, and retirement plans. The firm constructs portfolios based on client goals, time horizons, and risk tolerances using a range of investment strategies and conducts regular reviews, including tax-loss harvesting and rebalancing. It also offers educational seminars and incorporates practices such as borrowing in separately managed accounts and cross-client bond position management.

Joseph Kolb is a CFP® professional with 18 years of industry experience. He is the principal advisor at Wickford Wealth Management, LLC, where he has worked since 2012 following four years at Strategicpoint Investment Advisors. Wickford Wealth Management serves individual and high-net-worth clients with discretionary investment management, financial planning, and consulting. The firm employs a core-and-satellite investment approach using low-cost mutual funds and ETFs, combined with fundamental and technical analysis, and applies tactical adjustments to manage risk and pursue incremental outperformance.

Jeremy Sylvester is the principal advisor at Quahog Investments LLC in Richmond, Rhode Island. He holds a Series 66 designation and has four years of industry experience, including roles at Edward Jones and Sonalysts Inc., as well as service with the US Department of Defense. Sylvester has a technical background with doctoral training in physics and a master’s degree in finance, alongside prior naval service and ongoing part-time academic and reserve roles. Quahog Investments is an independent, fee-only advisory firm serving primarily individual, middle-class clients. The firm offers both discretionary and non-discretionary portfolio management, focusing on low-cost, buy-and-hold strategies diversified across sectors, while incorporating limited derivative techniques and advising on private equity or real estate investment trusts when appropriate.

Timothy Geremia is a CFP® and CFA® charterholder with four years of industry experience. He has been with Invest Track Financial, LLC since 2022 and previously worked at Coastline Trust Company for 17 years. Invest Track Financial is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm employs a blend of passive and active strategies based on modern portfolio theory, typically favors long-term holdings, and offers tailored incorporation of ESG funds and alternative investments upon client request.

Peter Robinson is a Series 66-licensed financial advisor with over 13 years of industry experience, currently serving at First Financial Advisory Services Inc in Westerly, RI. His prior experience includes roles at Cetera Advisors LLC and Seacorp. Outside of his advisory work, he is an artist and owner of Pine Box Art, a musician, and a board member of the Mystic Chamber Music Series. First Financial Advisory Services is a small supported firm managing approximately $278 million for around 516 clients, serving individuals, families, small businesses, and charitable organizations. The firm employs a value-oriented, long-term investment approach using a blended strategic and tactical framework and emphasizes collaborative, questionnaire-driven financial planning.

Matthew Cunningham is a CFP® professional with 19 years of industry experience, currently with First Financial Advisory Services Inc. He has been with the firm since 2008 and has prior experience at Cetera Advisors LLC and First Allied Securities, Inc. Cunningham serves as treasurer for the nonprofit World's Biggest Disc Golf Wishes and has held leadership roles in the Ocean Community Chamber of Commerce and the Estate Planning Council of Rhode Island. First Financial Advisory Services is a small supported SEC-registered firm with three advisors managing approximately $278 million for over 500 clients. The firm serves individuals, families, small businesses, and nonprofits using a value-oriented, long-term investment approach within a strategic and tactical framework, emphasizing collaborative planning and client consent for transactions.

Charles Lacour III is a Series 65-licensed advisor at Lyons Asset Management with 22 years of industry experience. He has served as captain of a ferry at Plum Island Marine since 1998. Lyons Asset Management provides discretionary portfolio management, retirement plan asset review, and financial planning primarily for individual clients, managing accounts based on client goals with a buy-and-hold investment approach in publicly traded securities.

Tamara Notarianni is a financial advisor at Cornerstone Financial Management LLC with two years of industry experience. She holds a Series 65 designation and has prior work experience with firms including Northwestern Mutual and Spinnaker Asset Management Inc. Cornerstone Financial Management LLC is a fee-only, SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm’s team manages approximately $167 million for about 100 clients using a blend of passive and active strategies guided by Modern Portfolio Theory, with an option for values-based portfolios upon client request.

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.

Joshua Lyons is the principal of Lyons Asset Management in Stonington, CT, holding a Series 63 designation with five years of industry experience. He has operated under the Lyons Asset Management name since 1994. Lyons Asset Management provides discretionary portfolio management, financial planning, and retirement plan asset reviews primarily for individual clients. The firm manages accounts based on client goals and risk tolerance, using a buy-and-hold strategy with publicly traded stocks, bonds, mutual funds, and ADRs, and also offers socially responsible and sustainable investing options.

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.

Geraldine Cunningham is a financial advisor with First Financial Advisory Services Inc who holds a Series 63 designation and has 43 years of industry experience. She has worked at First Financial Advisory Services since 2004 and has prior experience at Cetera Advisors LLC, Geraldine B. Cunningham & Associates, and First Allied Securities, Inc. Cunningham serves as a member of the Estate Planning Council of Rhode Island and acts as an arbitrator and expert witness in FINRA arbitrations. First Financial Advisory Services is a supported SEC-registered advisory firm with three advisors managing approximately $278 million for a diverse client base, including individuals, families, small businesses, and charitable organizations. The firm employs a value-oriented, long-term investment approach using a blended strategic and tactical framework informed by Modern Portfolio Theory and fundamental analysis, and it emphasizes collaborative, questionnaire-driven planning on a non-discretionary basis.

Alexandra Geremia is a CFP® and CFA® certified financial advisor with four years of industry experience. She is currently with Invest Track Financial, LLC, where she has worked since 2022. Prior to that, she spent six years at Coastline Trust Company. Invest Track Financial is a fee-only registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm emphasizes asset allocation based on modern portfolio theory, combining passive and active strategies and offering long-term holdings with tactical flexibility.

Todd Wokoske is a financial advisor with Professional Planning Group in Westerly, RI, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. His prior roles include positions at Decisive Wealth Management, Commonwealth Financial Network, and Park Avenue Securities. Outside of his advisory work, he is involved in property management. Professional Planning Group serves individuals, trusts, estates, charitable organizations, corporations, endowments, and foundations, offering portfolio management, financial planning, and trustee-related services. The firm employs tailored strategies based on client objectives and risk tolerance, utilizing both fundamental and technical analysis and maintaining ongoing account monitoring.

Larry Henderson is a financial advisor at Washington Trust Advisors with two years of industry experience. He holds a Series 65 designation and has worked at Washington Trust Advisors since 2025, following a prior role at Lighthouse Financial Management, LLC. Outside of finance, he serves as a board member and chaplain at Rhody Christian Fellowship, where he has been involved since 2017. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs a multifaceted investment process combining asset allocation, manager selection, and various analytical approaches across multiple asset classes.

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.

Eric Wilson is a CFA® charterholder and Series 63 registered advisor with over 10 years of professional experience spanning financial services and analytical roles. He has worked at Washington Trust Company, Raymond James Financial Services, and Sensata Technologies, among others. Wilson serves on the board and finance committee of Wood River Health Services, a federally qualified health center. Professional Planning Group provides discretionary and non-discretionary investment advisory services, financial planning, trust services, and educational workshops to individuals, high-net-worth clients, and institutional entities. The firm employs both fundamental and technical analysis and offers tailored investment strategies aligned with client objectives and risk tolerances.