Michael Ferrie

Jonathan Kuczmarski is a financial advisor at Efficient Capital Strategies, LLC in Providence, RI, holding Series 65 and Series 66 licenses with 12 years of industry experience. He previously worked at WhaleRock Point Partners, LLC from 2014 to 2016 before founding his current firm in 2016. In addition to his advisory role, he holds an active real estate salesperson license and dedicates a portion of his workweek to real estate activities. Efficient Capital Strategies provides comprehensive, goals-based financial planning and discretionary portfolio management primarily for high net worth individuals, charitable organizations, and business entities. The firm employs a value-based investment philosophy using fundamental and technical analysis, incorporating equities, fixed income, mutual funds, ETFs, and publicly traded REITs, with tactical use of nontraditional ETFs and hedging strategies.

Kurt Jamiel is the principal advisor at Income Associates in Barrington, RI, holding Series 63 and Series 65 credentials with 28 years of industry experience. His career includes roles at Cetera Investment Advisers and Summit Financial Group, among others. Outside of advisory work, he owns and operates Quiet Keeper, a sales and service business. Income Associates serves primarily individual investors, high-net-worth individuals, and business entities, managing approximately $9.37 million in assets. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing a mix of fundamental, technical, and quantitative analysis alongside third-party model portfolios and sub-advisors.

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.

Steven Antunes is a CFP® professional with six years of experience in financial advisory roles. He is the sole advisor at GrowthFocus Wealth Management LLC in Swansea, MA, where he has worked since 2020. His prior experience includes positions at CITIZENS Bank and SK Wealth Management, LLC. GrowthFocus Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach using primarily low-cost, diversified mutual funds and ETFs, with portfolios customized to client goals and risk tolerance.

Abel Pizarro Jr. is the founder of Pizarro Advisors, a state-registered investment advisory firm established in 2024. He holds Series 63 and Series 65 licenses and has experience with firms including New Leaf and Primerica Advisors. Outside of his advisory work, he has a minority private-equity stake in a cannabis dispensary. Pizarro Advisors provides financial planning, business consulting, and wealth management services to individuals, companies, investment companies, and other advisers. The firm’s investment approach focuses on asset allocation guided by fundamental analysis and macroeconomic factors, with portfolios tailored to client preferences and reviewed periodically.