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.

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 the sole advisor at Merlin Asset Management in Newport, RI, holding a Series 65 credential with 17 years of industry experience. His prior roles include positions at Concert Wealth Management, North Shore Asset Management, First Empire Asset Management, and Altanes Investments. The firm serves individuals, high-net-worth clients, trusts, and certain business entities with discretionary investment management focused on growth-oriented equity strategies across large-cap, SMID, and small-cap stocks. Merlin Asset Management employs a blend of bottom-up fundamental research, thematic top-down views, quantitative screening, and derivative-based approaches, including long-dated option overlays and supervised AI tools, to manage concentrated, low-turnover portfolios.

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.

Casey Fitchett is a CFP® and Series 65-licensed financial advisor at Pine Haven Investment Counsel, Inc. with three years of industry experience. Prior to joining Pine Haven in 2022, Casey held positions at Cornell SC Johnson College of Business and several other firms. Pine Haven Investment Counsel, Inc. provides discretionary investment management and integrated financial planning services primarily to high-net-worth individuals, families, charitable institutions, and small-business retirement plans. The firm uses a long-term, total-return investment approach and manages approximately $193 million for about 84 client relationships through a small, two-advisor team.

Jeffrey Gordon is a financial advisor at Slocum, Gordon & Co. LLP with 31 years of industry experience. He has been with the firm since 1978, totaling 48 years at Slocum, Gordon & Co. LLP. Slocum, Gordon & Co. LLP provides discretionary portfolio management and advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and state and municipal government entities. The firm constructs customized portfolios combining asset allocation and security selection through fundamental, quantitative, qualitative, and technical analysis, and offers trustee services for client accounts.

Andrew Sylvia is a financial advisor with CCM Investment Management, LLC in New Bedford, MA. He holds a Series 66 designation and has 10 years of industry experience. In addition to his advisory role, he works as an EMT providing urgent medical care and serves as a maintenance worker and campus security officer at local educational institutions. CCM Investment Management, LLC provides portfolio management and financial planning services to individuals, high-net-worth individuals, and business entities, managing approximately $20.5 million in client assets. The firm employs a primarily passive investment approach with strategic asset allocation based on academic models, supplemented by third-party model managers and quantitatively based tactical active management.

Paige Roth is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. She has been with Pine Haven Investment Counsel, Inc. since 1999. Roth serves on the investment committees of multiple nonprofit organizations, including the Anna B Stearns Foundation and Red Acre Farm Foundation, and holds leadership roles in local community and election committees. Pine Haven Investment Counsel provides discretionary investment management and integrated financial planning primarily to high-net-worth individuals, families, charitable institutions, and small-business retirement plans. The firm employs a long-term, total-return approach, building diversified portfolios through fundamental analysis and discretionary authority.

Michael Moeller is a financial advisor at Slocum, Gordon & Co. LLP with three years of industry experience. He holds a Series 65 designation and has worked at firms including Clearwater and UBS Investment Bank prior to joining Slocum, Gordon & Co. LLP. Slocum, Gordon & Co. LLP provides discretionary portfolio management and related advisory services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm constructs customized portfolios using asset allocation and a variety of analytical approaches, managing accounts on a discretionary basis across multiple 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 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.

Lynne Nahigyan is a CFP® affiliated with Northstar Financial Companies, Inc., with 29 years of industry experience. She previously worked for 27 years at Seamark Financial Services, Inc. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a goals-based, fundamental investment approach utilizing mutual funds, ETFs, individual equities, and fixed income to align with client objectives and risk tolerances.