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.

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 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. Since founding Lally Wealth Management in 2012, he has served clients through financial planning and advisory services. In addition to his advisory role, he is also an independent life insurance agent. Lally Wealth Management provides financial planning, retirement plan consulting, and access to third-party investment advisers for individuals, charities, pension and profit-sharing plans, and business entities. The firm focuses on individualized asset-allocation analysis and ongoing monitoring of recommended managers, typically operating on a fixed-fee planning model rather than direct portfolio management.

Joseph Kolb is a CFP® and Series 65-licensed financial advisor with 17 years of industry experience. He has been with Wickford Wealth Management, LLC since 2012, previously known as Kolb & Company, LLC, and also maintains a role at Strategicpoint Investment Advisors since 2008. Wickford Wealth Management is an independent, single-advisor firm providing discretionary investment management and financial planning services primarily to individual and high-net-worth clients on a fee-only basis. The firm utilizes a core-and-satellite portfolio construction approach with diversified allocations across seven asset classes, combining strategic and tactical management to address client needs.

Jed Defalco is a financial advisor at Vetta Investments with a Series 65 credential and over 20 years of experience, having worked at Ventura Investments, LLC since 2006. He operates as the sole advisor at Vetta Investments, an independent firm based in East Greenwich, Rhode Island. 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 manages approximately $1.65 million across a small client base, utilizing a quantitative model portfolio and incorporating derivatives in separately managed accounts.

William Dwyer is a financial advisor with Seaport Financial Education LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at TIAA-CREF and TIAA since 2016. Seaport Financial Education LLC provides financial education, guidance, and consulting to retirement-plan sponsors, charitable and educational organizations, and individual clients. The firm offers non-discretionary recommendations based on investment principles like Modern Portfolio Theory and long-term planning, using third-party analytics and Monte Carlo modeling, and emphasizes group education and coordination with other advisers.

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.

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.

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.

Victor Melfa is a financial advisor with Factor Investing Group, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Melfa Wealth Management, Inc. dba Factor Investing Group since 2021 and previously spent over 20 years with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Outside of advisory work, he serves on the board of a family business and acts as a trustee for a family trust; he also provides general advisory support to a media company specializing in podcast production. Factor Investing Group offers wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis to manage discretionary portfolios, typically emphasizing long-term strategies while accommodating shorter-term adjustments to meet client needs.

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.

Tamara Notarianni is a financial advisor at Cornerstone Financial Management LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Spinnaker Asset Management Inc., Northwestern Mutual, and various positions outside the financial sector. Cornerstone Financial Management LLC provides investment management and comprehensive financial planning primarily 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 incorporates outside managers and technology-driven portfolio oversight.

Jason Siperstein is a CFP® and CFA® with 14 years of industry experience. He is the sole advisor at Eliot Rose Wealth Management, LLC in Providence, RI, where he has worked since 2011. Eliot Rose Wealth Management serves individuals near retirement, current retirees, and families focused on legacy planning by providing comprehensive financial planning and discretionary asset management. The firm emphasizes a planning-first approach and personalized investment decisions executed through diversified, strategic asset allocation with ongoing monitoring and periodic rebalancing.

Jonathan Ullman is a CFP® professional with 13 years of industry experience. He has worked at Montis Financial from 2006 to 2023 before joining TrueFocus Financial Partners in 2023. TrueFocus Financial Partners serves individual and high-net-worth clients, providing wealth management that combines ongoing portfolio management with financial planning. The firm uses a modern portfolio theory approach, blending passive and active investments tailored to clients’ risk tolerance and time horizon.

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.