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.

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.

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.

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.

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.

Jan Hilfer is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He has worked at Edward Jones for nine years before founding Eisenhilfer Capital LLC, where he has been practicing since 2022. Eisenhilfer Capital LLC provides discretionary portfolio management and financial planning to individual investors, charitable organizations, and businesses. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing approaches such as fundamental analysis and modern portfolio theory, and offers educational seminars upon request.

James Tavares is a financial advisor with Lodestar Wealth, LLC in Providence, RI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Quasar Distributors, LLC and Horizon Investments. He also supports a startup healthcare financial technology firm without receiving compensation. Lodestar Wealth Public Benefit, LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, and business entities. The firm uses ETF-based, long-term portfolios guided by documented Investment Policy Statements and employs a combination of modern portfolio theory, fundamental, quantitative, and technical analysis to construct diversified allocations.

John Connaughton is a CFP® professional at Rhodeway Financial with three years of industry experience. He previously worked at Columbia Funds and FINRA and serves as a paid independent trustee of the Columbia Funds. Rhodeway Financial offers financial planning and financial literacy seminars primarily for individuals and nonprofit organizations, focusing on investment, retirement, tax, college, and debt planning. The firm emphasizes mutual funds, particularly within employer-sponsored retirement plans, and provides non-discretionary advice without managing client portfolios or charging asset-based fees.

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.

Shaun Jones is a CFP® professional with 24 years of experience in the financial services industry. He is the principal of Jones Fiduciary Wealth Management LLC, an independent firm based in Pawtucket, RI. Prior to founding his firm, he spent two decades at Diamond State Financial Group Inc, Minnesota Life, and Securian Financial Services. Mr. Jones is also a published author of "UnBrainwashed Investing: Protecting Your Portfolio From Today's Mislead Industry." Jones Fiduciary Wealth Management serves individuals, families, businesses, and charitable organizations, providing financial planning, discretionary investment management, and consulting services. The firm employs a multi-method investment approach tailored to clients’ risk profiles and time horizons and is notable for sponsoring private pooled real-estate investment partnerships.

Eduardo Borges is a financial advisor at Goal Wealth Advisory Group, LLC in Providence, RI, holding the CFP® and CFA® designations with nine years of industry experience. He previously worked at Morgan Stanley Private Bank from 2016 to 2024 before joining Goal Wealth Advisory Group in 2024. Borges is also licensed to sell life and health insurance. Goal Wealth Advisory Group, LLC provides portfolio management, comprehensive financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and nonprofit organizations. The firm employs a primarily passive investment approach using index mutual funds and ETFs, with portfolio construction guided by written investment policy statements and supplemented by fundamental, technical, and cyclical analysis when appropriate.

Eric Thomson is a financial advisor at Zarathustra Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Staples Business Advantage, Amica Insurance, and Schneider Electric/APC. Zarathustra Wealth Management provides fee-only financial planning and discretionary portfolio management to individual investors, small business owners, pension plans, foundations, and other institutional clients. The firm uses an evidence-based, quantitatively driven approach focused on sustainable risk-adjusted returns, combining broad index exposure with selective stock selection and offering pension consulting and educational seminars.

Charles Means is the sole advisor at Charles J. Means & Co., LLC in Providence, RI, holding a Series 65 credential with 23 years of industry experience. He has led his firm since 2002, providing personalized investment management services. Charles J. Means & Co., LLC offers customized, discretionary portfolio management primarily for individuals, IRAs, trusts, estates, and charitable organizations. The firm manages approximately $84 million across about 59 accounts, focusing on equity and debt securities aligned with macroeconomic views and client objectives.

James Cogswell is the principal of Stillwater Investments, an independent registered investment adviser based in Smithfield, Rhode Island. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including 16 years at Stillwater Investments. In addition to his advisory role, he is a licensed real estate agent, assisting clients with buying and selling homes. Stillwater Investments is a sole-proprietor firm offering discretionary wealth management, portfolio management, and financial planning to individuals, trusts, and estates. The firm focuses on a long-term, fundamental analysis-based investment approach, using diversified portfolios of low-cost mutual funds, ETFs, and individual securities, serving a limited number of clients with assets held at third-party custodians.

Barry Misbin is a financial advisor with The Capital Group in Cranston, RI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with The Capital Group and its affiliated entities since 2000 and has also worked at Fortune Financial Services since 2018. Misbin serves as vice president of The Capital Group Investment Advisors, Inc. and president of The Capital Group Financial Advisors, Inc. The Capital Group Investment Advisors, Inc. offers personalized financial planning and investment management to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm manages approximately $56 million in client assets across around 268 client relationships, providing customized portfolios generally managed on a discretionary basis with regular reviews and rebalancing.

Marlon Wesh is a financial advisor with Wesh Financial, holding a Series 65 credential and six years of industry experience. His background includes positions at Edward Jones Investments and Bank of America Merrill Lynch, as well as service in the United States Marine Corps. He has also been affiliated with Suffolk University over multiple periods.

Cindy Foster is the sole advisor at Foster Strategic Wealth Partners, LLC in Rehoboth, MA. She holds a Series 65 designation and has 12 years of experience in tax accounting at Norman, Graham & DiGangi, a certified public accounting firm. In her role there, she prepares individual and small business tax returns and oversees bookkeeping functions. Foster Strategic Wealth Partners provides discretionary portfolio management and financial planning services primarily to individuals and small business owners, using a long-term, goals-based approach with low-cost ETFs and mutual funds. The firm incorporates structured client discovery and risk-tolerance assessments, applying fundamental and technical analysis along with Modern Portfolio Theory.

Angela Thomson is a Certified Financial Planner (CFP®) and holds a Series 65 license with 18 years of industry experience. She has been the principal advisor at Coastal Financial Planning, Inc. since 1997. Coastal Financial Planning, Inc. is a fee-only registered investment adviser serving individuals, small businesses, trusts, and charitable organizations. The firm emphasizes strategic asset allocation based on Modern Portfolio Theory and global diversification, focusing on long-term investment horizons and downside protection.

James Horton is the sole advisor at James Horton, LLC, an independent firm based in Rehoboth, Massachusetts. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Since 2000, he has operated his own advisory firm. In addition to his advisory role, Horton is a licensed insurance agent offering life, disability, long-term care products, annuities, and health insurance. James Horton, LLC provides discretionary investment supervisory services and portfolio management to individuals, pension and profit-sharing plans, and small businesses. The firm employs a range of analytic methods and investment strategies, including the use of leveraged and inverse funds, and manages approximately $45.3 million for about 66 clients.