Top tax strategies for small businesses financial advisors in Warwick, RI

Kristin Matsko is the Director of Advanced Planning at Fidelity Investments, a role she has held since 2024. In this capacity, she provides advanced planning support to Fidelity advisors and their clients. Her professional experience centers on assisting advisors with complex financial planning strategies to better serve their clients. No additional information about her education, credentials, or personal interests has been provided.

Scott Andrews is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and 13 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, Andrews serves as vice president of South County Habitat for Humanity, where he supports the executive board and chairs the nominating committee. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model allocations to guide client relationships, offering both discretionary and non‑discretionary management through a large network of investment adviser representatives.

John Sulyma is a financial advisor with LPL Financial in Warwick, RI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at H. Beck, Inc. for eight years before joining LPL Financial in 2020. Sulyma is also a commissioned notary for the State of Rhode Island. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by various operational and research tools.

Caroline Dunn Packer is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2020. Her background includes roles at American Eagle Outfitters and the University of New Hampshire. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Nathan Thomsen is a CFP® with 20 years of industry experience. He currently works at Parallel Advisors, LLC and previously held roles at Advisors Capital Management, LLC, Tiaa Cref, and Fidelity Investments. He is also registered as an independent insurance agent. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diversified investment approach that includes fundamental and technical analysis, options strategies, and the integration of held-away accounts through advanced technology platforms.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Matthew Sims is a financial advisor at 49 Financial with the Series 66 designation and 21 years of industry experience. His prior work includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Axa Advisors. Outside of his advisory work, he also provides nonprofit consulting through 25 Giving, assisting organizations in developing charitable plans. 49 Financial serves a diverse client base, including individuals, trusts, corporations, and retirement plans, offering comprehensive financial planning and investment management with an emphasis on diversified, long-term asset allocation. The firm provides tiered fractional family office services and employs a strategy that integrates fundamental, cyclical, technical, and behavioral analysis.

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

Shawn Johnson is a financial advisor with Kingsview Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Outside of his advisory role, he officiates college football and track and field events. Kingsview Wealth Management is a multi-advisor firm serving a diverse client base including individuals, retirement plans, endowments, and municipal clients. The firm offers comprehensive financial planning and wealth management services, utilizing both in-house strategies and third-party managers across various investment products.