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.

Earle Johnson is a financial advisor at Boselah Investments with 11 years of industry experience. He holds a Series 65 designation and has led Boselah Investments since 2014. His background includes public accounting and commercial banking. Boselah Investments provides discretionary investment management and tailored portfolio services for individuals, high-net-worth investors, businesses, and trusts. The firm employs a range of instruments and strategies, including fundamental, technical, and cyclical analysis, and conducts active trading primarily through Interactive Brokers’ platform.

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.

Robert Sullivan is a financial advisor at Yankee Investor, LLC in New Bedford, MA, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked at Ballow & Hutchinson Realty Group from 2015 to 2017 before joining Yankee Investor in 2017. Yankee Investor serves individuals, high-net-worth individuals, trusts, and estates primarily in Massachusetts, offering discretionary investment management alongside financial planning and consulting. The firm employs a long-term, fundamental analysis approach using low-cost mutual funds and ETFs, with personalized portfolio strategies and ongoing client communication.

Michael Obuchowski is a financial advisor at Merlin Asset Management in Newport, RI, with 17 years of industry experience. He holds a Series 65 designation and has worked at Merlin Asset Management since 2014, including a concurrent period at Concert Wealth Management from 2014 to 2016. Merlin Asset Management is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm manages approximately $39.5 million across about 25 client relationships, focusing on growth equity strategies with concentrated, equal-weighted portfolios that incorporate bottom-up fundamental, top-down macro, and quantitative analysis, and employs borrowing, derivatives, and AI tools uncommon among similar firms.

Victor Melfa Jr. is a financial advisor with Factor Investing Group in Newport, RI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of advising, he serves as a trustee for his family trust and is a board member of a closely held family business; he also provides advisory support to a media company specializing in podcast production. Factor Investing Group delivers discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs an evidence-based, factor-oriented investment approach using quantitative methods, fundamental analysis, and macroeconomic assessment, typically implementing portfolios with low-cost ETFs and mutual funds.

Jeffrey Gordon is a financial advisor with Slocum, Gordon & Co. LLP in Newport, RI, holding 30 years of industry experience. He has been with the firm since 1978. Slocum, Gordon & Co. LLP provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm uses a disciplined approach combining asset allocation with fundamental, quantitative, qualitative, and technical analysis to manage customized portfolios on a discretionary basis.

Andrew Sylvia is a financial advisor at CCM Investment Management, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Securian Financial Services and Pioneer Financial Group. Outside of his advisory role, Sylvia is employed as an emergency medical technician and campus security officer. CCM Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm emphasizes strategic asset allocation using academic models and a primarily passive investment approach, supplemented by third-party managers and quantitative tactical management.

Michael Moeller is a financial advisor at Slocum, Gordon & Co. LLP with two years of industry experience. He holds a Series 65 designation and previously worked at Clearwater, UBS Investment Bank, Amundi Pioneer Asset Management, GW&K Investment Management, and State Street. Slocum, Gordon & Co. LLP provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm constructs customized portfolios using a combination of fundamental, quantitative, qualitative, and technical analysis, managing accounts on a discretionary basis with periodic rebalancing across various asset classes.

Donna Cournoyer is a financial advisor at Moore Financial Advisors, Ltd. with three years of industry experience. She holds a Series 65 designation and previously worked at Salve Regina University for 12 years in total. Moore Financial Advisors, Ltd. provides wealth management, portfolio management, and financial planning services to individuals, families, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm employs a primarily long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, supplemented by internal and third-party research and AI tools.

Chad Mello is a CFA® charterholder with 17 years of industry experience. He is a principal at CCM Investment Management, LLC and has worked at Integrated Insurance Services, Inc. since 2019 and at SII Investments, Inc. from 2008 to 2018. Mello is also the owner of an insurance brokerage that receives trail commissions from prior sales but does not engage in new policy sales. CCM Investment Management, LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs strategic asset allocation with a focus on passive ETFs, third-party model portfolios, and quantitative tactical management within a broad investable universe that includes fixed income, real estate funds, annuities, and non-U.S. securities.

Robert Bancroft is a financial advisor at Innovation Partners LLC with six years of industry experience. He holds the Series 66 designation and has worked at Innovation Partners since 2019. Bancroft is also a stockholder and director at Mount Pleasant Realty Group, a non-investment related business. Innovation Partners LLC provides investment advisory, actuarial and benefits consulting, insurance consulting, and related financial and management consulting services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and government entities. The firm offers customized investment strategies through discretionary managed accounts and third-party model portfolios, supported by a large representative base and a combination of advisory, broker-dealer, and insurance services.

Stefano Lanci is a financial advisor at Guided Wealth, LLC, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Eagle Strategies (NY Life) and NYLIFE Securities LLC. Guided Wealth, LLC provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and businesses, using a primarily long-term, goal-aligned investment approach with portfolios built from low-cost mutual funds, ETFs, and occasionally individual securities or alternative investments.

Gregory Avera is a CFP® and Series 65 credentialed advisor at Experience Your Wealth, LLC with four years of industry experience. His prior roles include positions at Open Window Financial Solutions, Ltd. and Schultz Financial Group. Before entering financial advising, he served in the United States Army and has experience working at the University of Nevada, Reno. Experience Your Wealth, LLC provides comprehensive financial planning and investment advisory services primarily to individuals and high-net-worth clients with complex planning needs. The firm emphasizes asset allocation, tax-efficient investing, and low-cost mutual funds and ETFs, typically recommending and overseeing outside money managers without discretionary trading authority.

Greetings! If you've built significant income and wealth but find yourself asking "when does it actually become enough?" - you're in the right place. We work with high-income professionals who are done with the default earn-more path and ready to define what financial independence actually looks like for them. Not the traditional retire-at-65 version, but rather the kind that gives you real freedom of choice - to keep building, to downshift, to take a sabbatical, to pursue something that pays less but means more, or simply to know you could walk away if you wanted to. Financial independence means something different to everyone. We help you define what it means for you. Our clients typically navigate complex financial lives: equity compensation (RSUs, ISOs, NSOs, ESPP) that requires careful coordination, business ownership with income variability and tax complexity, or $2M+ in net worth without an integrated strategy pulling it all together. They're growth-oriented and curious about the psychology and assumptions shaping their financial decisions - not just the tactics. We serve as your long-term strategic financial partner - coordinating your income, equity compensation, tax strategy, investments, and major life decisions into one integrated plan built around what matters most to you, not a generic retirement timeline. Our team includes Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA), and a Certified Financial Therapist (CFT-I™). We bring technical depth, but we believe the most important financial decisions aren't just technical, they're personal. Money reflects your values, your identity, and the trade-offs you're willing to make. We help you get clear on all of it. We've been recognized by Investment News 40 Under 40, Business Insider's Top Financial Planners for Millennials, Financial Advisor Magazine's Top 10 Young Advisors to Watch, and Investopedia's Top 100 Financial Advisors. Founded in 2019 and based in Rhode Island, we work virtually with clients across the country over Zoom - and genuinely enjoy the kids, dogs, and chaos that show up along the way.

Blake Barbosa is a financial advisor at Guided Wealth, LLC with 12 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Guided Wealth in 2026, he spent over a decade with Eagle Strategies (NY Life) and NYLIFE Securities LLC. He is also the owner of an insurance agency, Guided Risk Solutions, LLC. Guided Wealth provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term, goal-aligned investment approach using fundamental analysis and builds portfolios with low-cost mutual funds, ETFs, and other securities tailored to each client’s objectives.

Carolann Brown is a CFP® professional with over 42 years of experience in the financial services industry. She is currently with Fox Hill Wealth Management, joining the firm in 2023 after roles at Beck Bode, LLC, Pallas Capital Advisors LLC, and UBS Financial Services Inc. Fox Hill Wealth Management is a fee-only firm that provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and pension plans. The firm employs a blend of passive and active strategies, including options for hedging, and offers customized portfolios based on client-specific investment policies.

Elizabeth Garvey is a CFP® and holds a Series 65 license, with 20 years of experience in the financial advisory industry. She has been with Barry Investment Advisors, LLC since 2014. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing wealth management, comprehensive financial planning, and portfolio management services. The firm employs a Balanced Global Value investment approach that integrates equities, fixed income, and cash, using value-oriented equity selection based on extensive global data and traditional metrics, with asset allocation tailored to client risk profiles.

Connor Morenzi is a financial advisor at WealthCare Investment Partners LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Eaton Vance Management and Columbia Management Investment Advisers, among others. WealthCare Investment Partners LLC provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employer retirement plans. The firm employs a model-based investment approach focused on long-term portfolio construction with low-cost diversified mutual funds, ETFs, and selected individual equities, managing approximately $860 million for over 1,800 clients.