David Dicenso is a financial advisor with Green Street Wealth Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has been with Green Street Wealth Advisory since 2017, following prior roles at Summit Financial Group and Summit Brokerage Services. Green Street Wealth Advisory provides customized investment management to individual investors, corporations, and other business entities, using a long-term, buy-and-hold approach based on fundamental and technical analysis. The firm operates on a fee-only basis, offers services on both discretionary and non-discretionary terms, and provides portfolio management for institutional-type clients as well as allocations within variable annuity contracts.

Francis Hacket is the sole advisor at Hacket Asset Management, Inc. in Warwick, RI, holding a Series 63 designation with 33 years of industry experience. He has been with Hacket Asset Management since 1991. Hacket Asset Management provides investment advisory and portfolio management services primarily to individual clients, managing approximately $12.5 million across about 20 client relationships. The firm employs a discretionary, client-specific approach with periodic portfolio reviews and documented trading and oversight practices.

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 Lally is the principal advisor at Lally Wealth Management, LLC, an independent firm based in North Kingstown, Rhode Island. He holds Series 63 and Series 65 credentials and has 18 years of industry experience, including roles at Voya Investment Management, Citizens Securities, Banc of America Investment Services, and Quick & Reilly. In addition to his advisory work, he is also licensed as a life insurance agent. Lally Wealth Management serves individuals, high-net-worth clients, charities, retirement plans, and business entities by providing financial planning, retirement plan consulting, and facilitating investment management through third-party advisers and turnkey asset management platforms. The firm typically does not manage individual portfolios directly but acts as a co-adviser or promoter, maintaining limited discretionary authority and conducting regular client reviews.

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 Kolb is a CFP® professional with 18 years of industry experience. He has operated Wickford Wealth Management, LLC (formerly Kolb & Company, LLC) since 2012 and has been affiliated with Strategicpoint Investment Advisors since 2008. Wickford Wealth Management provides discretionary investment management, financial planning, and consulting to individual and high-net-worth clients. The firm employs a core-and-satellite investment approach across seven asset classes, blending fundamental and technical analysis to manage risk and seek incremental outperformance.

Jed Defalco is a financial advisor at Vetta Investments with 18 years of industry experience. He holds a Series 65 designation and has been involved with Ventura Investments, LLC since 2006. Vetta Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on model-driven equity strategies and dividend income portfolios. The firm employs a quantitative approach with monthly rebalancing and uses coordinated block trading technology and derivatives within client accounts.

Barry Misbin is a financial advisor with The Capital Group in Cranston, RI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with The Capital Group and its affiliated entities since 2000 and has also worked at Fortune Financial Services since 2018. Misbin serves as vice president of The Capital Group Investment Advisors, Inc. and president of The Capital Group Financial Advisors, Inc. The Capital Group Investment Advisors, Inc. offers personalized financial planning and investment management to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm manages approximately $56 million in client assets across around 268 client relationships, providing customized portfolios generally managed on a discretionary basis with regular reviews and rebalancing.

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.

Brittany Moran is a Certified Financial Planner® with 19 years of industry experience. She has been with Lincoln Capital Corporation since 2011. Lincoln Capital serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and integrated financial planning with a fee-only approach. The firm manages over $400 million in client assets through a small team, employing fundamental, technical, and cyclical analysis across various investment types.

Sotirios Pappas is a financial advisor with The Retirement Planning Company of New England, Inc. in Warwick, RI, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He is also CEO and President of Mystic Asset Management and Pappas Asset Management. The Retirement Planning Company of New England provides investment advisory and financial planning services primarily to individuals, high-net-worth households, trusts, pension plans, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, retirement account rollover advice, and financial planning tailored to each client’s objectives and risk tolerance.

Sean Mcguirk is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Lincoln Capital Corporation since 2015. He is based in East Greenwich, Rhode Island, and operates within a three-advisor team. Lincoln Capital Corporation provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis across various asset classes and manages over $400 million in client assets on a fee-only basis.

George Newfield is a CFP® and CFA® with five years of industry experience. He has worked at Cornerstone Financial Management LLC since 2021 and previously spent seven years at Bank of America. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory, emphasizing asset allocation with passive index funds and optional ESG considerations, and it offers services such as discretionary portfolio management, oversight of held-away accounts, and the use of outside sub-advisors.

Rick Campbell is a financial advisor with Financial Independence, LLC, holding the ChFC® designation and Series 66 license. He has 23 years of industry experience, including roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Cigna Financial Services. Campbell serves as a board member of the Trudea Memorial Foundation. Financial Independence, LLC offers financial planning, wealth management through its BEST Life Planning Program, and pension consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a non-discretionary investment approach focused on behavioral coaching, manager diversification, and a mix of tactical active and strategic passive strategies, primarily utilizing third-party portfolio strategists on the AssetMark platform.

Scott Seidman is a financial advisor with The Retirement Planning Company of New England, Inc., holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with The Retirement Planning Company of New England since 2013 and also operates Seidman Investment Advisors, LLC, which he founded in 2004. The Retirement Planning Company of New England provides investment advisory and financial planning services to individual clients, including high-net-worth households, as well as trusts, pension plans, and other institutional clients. The firm employs a range of investment strategies and offers discretionary and non-discretionary portfolio management tailored to clients’ objectives and risk tolerance.

Michael Abbood is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Veritas Wealth Management and previously worked at Commonwealth Financial Network and Edward Jones. Abbood is based in North Kingstown, Rhode Island. Veritas Wealth Management offers financial planning, discretionary wealth management, and Unified Managed Account services for individual and retirement-plan clients. The firm constructs portfolios using individual equities, fixed income, mutual funds, and ETFs, tailoring allocations to client objectives and risk tolerance with ongoing monitoring and periodic reviews.

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Thomas Abbood is a financial advisor at Veritas Wealth Management with 12 years of industry experience. He previously worked at Edward Jones for nine years and Commonwealth Financial Network for three years. He holds a Series 66 designation. Veritas Wealth Management provides financial planning, discretionary wealth management, and Unified Managed Account services for individual and retirement-plan clients. The firm constructs portfolios using individual equities, fixed income, mutual funds, and ETFs, tailoring allocations based on client objectives and risk tolerance.

Lisa Picillo is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Spinnaker Asset Management Inc. She has worked at Purshe Kaplan Sterling Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and National Financial Services, LLC. Picillo is also the owner of Picillo Advisors LLC, a holding company. Spinnaker Asset Management is a state-registered advisory firm managing approximately $38.7 million for around 178 clients. The firm serves individual and high-net-worth clients using a core-and-satellite investment approach with model portfolios primarily implemented through ETFs and supplemented by selected satellite securities.

Daniel Forbes is a CFP® professional with 16 years of industry experience. He has been with Forbes Financial Planning, Inc. since 2007 and also operates Forbes Insurance Agency. Outside of his advisory role, he serves on the board of directors for a home loan investment bank and acts as Lead Investor for I Got It Holdings Corp. Forbes Financial Planning serves individual and high-net-worth clients, trusts, estates, and qualified retirement plan sponsors by providing comprehensive financial planning, investment management, and pension consulting. The firm employs a customized, limited discretionary management approach primarily using no-load mutual funds and ETFs, and manages held-away accounts through third-party software.