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.

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 Lally is the principal of Lally Wealth Management, LLC, an independent advisory firm based in North Kingstown, Rhode Island. He holds Series 63 and Series 65 licenses and has 17 years of experience in the financial industry. Lally has operated his firm since 2012 and 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 places clients with external managers and provides ongoing oversight without managing individual accounts directly.

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 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.

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.

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.

Timothy Geremia is a CFP® and CFA® credentialed financial advisor with three years of industry experience. He has worked at Invest Track Financial, LLC since 2022 and previously spent 17 years at Coastline Trust Company. Invest Track Financial, LLC provides wealth management and financial planning primarily to individual and high-net-worth clients, as well as charitable organizations and small businesses. The firm uses a blend of passive and active investment strategies guided by modern portfolio theory and offers tailored portfolio management and planning within a small client base.

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.

Kevin Arruda is a CFP® and CFA® with eight years of industry experience. He is a financial advisor at Cornerstone Financial Management LLC in Burlington, MA, where he has worked since 2021. Prior to joining Cornerstone, he spent seven years at Bank of America. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning primarily for individuals, including high-net-worth clients, as well as for pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach is based on modern portfolio theory and emphasizes asset allocation with passive index funds, incorporating ESG considerations upon client request.

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.

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.

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.

Matthew Cunningham is a CFP® professional with 19 years of industry experience. He is affiliated with First Financial Advisory Services Inc. and has held roles at Cetera Advisors LLC and First Allied Securities, Inc. Cunningham serves as treasurer for a nonprofit organization focused on disc golf and has been involved with the Ocean Community Chamber of Commerce and the Estate Planning Council of Rhode Island. First Financial Advisory Services is a supported SEC-registered firm with three advisors managing approximately $278 million for over 500 clients. The firm provides portfolio management, financial planning, and educational services to individuals, families, small businesses, and charitable organizations using a value-oriented, long-term investment approach based on Modern Portfolio Theory and fundamental analysis.

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.