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.

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.

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.

Michael Bronson is the principal of MB Financial Planning LLC in Richmond, RI, holding a Series 65 credential with eight years of industry experience. He has served at the South Kingstown Police Department since 2007 and teaches courses on Financial Crimes and Pensions at Roger Williams University School of Justice Studies. MB Financial Planning LLC provides comprehensive financial planning, investment management, and tax preparation services primarily to individual and high-net-worth clients. The firm emphasizes passive, low-cost portfolios with supplemental analytical techniques and offers both ongoing discretionary management and one-time financial plans.

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.

Jeremy Sylvester is the principal advisor at Quahog Investments LLC in Richmond, Rhode Island. He holds a Series 66 designation and has four years of industry experience, including roles at Edward Jones and Sonalysts Inc., as well as service with the US Department of Defense. Sylvester has a technical background with doctoral training in physics and a master’s degree in finance, alongside prior naval service and ongoing part-time academic and reserve roles. Quahog Investments is an independent, fee-only advisory firm serving primarily individual, middle-class clients. The firm offers both discretionary and non-discretionary portfolio management, focusing on low-cost, buy-and-hold strategies diversified across sectors, while incorporating limited derivative techniques and advising on private equity or real estate investment trusts when appropriate.

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.

Sotirios Pappas is a financial advisor with Mystic Asset Management in Warwick, RI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Institutional Securities Corp since 2015 and has been involved with Mystic Asset Management, Retirement Planning Company of New England, and Pappas Asset Management for over two decades. Outside of his advisory roles, he is a member of Route One Properties, a real estate activity unrelated to investment advisory. Mystic Asset Management is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional clients such as trusts, pension plans, nonprofits, and banks. The firm offers discretionary portfolio management using a range of analytical methods and typically manages accounts with a $500,000 minimum, overseeing over $500 million in client assets.

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.

Rick Campbell is a financial advisor with Financial Independence, LLC, holding the ChFC® designation and Series 66 license. He has 23 years of industry experience, including roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Cigna Financial Services. Campbell serves as a board member of the Trudea Memorial Foundation. Financial Independence, LLC offers financial planning, wealth management through its BEST Life Planning Program, and pension consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a non-discretionary investment approach focused on behavioral coaching, manager diversification, and a mix of tactical active and strategic passive strategies, primarily utilizing third-party portfolio strategists on the AssetMark platform.

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.

Scott Seidman is a financial advisor with The Retirement Planning Company of New England, Inc., holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at The Retirement Planning Company of New England since 2013 and has been associated with Seidman Investment Advisors, LLC since 2004. The Retirement Planning Company of New England, Inc. provides investment advisory services to individuals, including both high-net-worth and non-high-net-worth clients, as well as institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofit organizations, and corporations. The firm manages portfolios using a variety of instruments and analytical methods, tailoring strategies to client objectives, time horizons, and risk tolerances.

Stephen Clair Jr. is a financial advisor at Hall Capital Management Company, Inc. with 12 years of industry experience. He has been with Hall Capital since 2013 and holds a Series 65 designation. Outside of his advisory role, he is a 50% owner of Island Adventures Inc., a bicycle rental business in Newport, Rhode Island, where he manages the website and bookkeeping. Hall Capital Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, corporations, and trustees. The firm employs a fundamental analysis-driven investment process with model portfolios focused on long-term capital appreciation and dividend income, complemented by actively managed fixed-income strategies. It is notable for integrating accounting and tax expertise into its advisory services, including in-house tax preparation and consulting.