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.

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.

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.

Roger Saint Pierre is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Northeast Capital Management, Inc. since 1999 and also has a long-standing association with Rhs Associates dating back to 1973. Northeast Capital Management provides discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and implements client-specific portfolios using a range of strategies tailored to each client’s objectives.

Mark Nassiff Jr. is the sole advisor at Southcoast Advisory Group, Inc. in Fall River, MA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has managed Southcoast Advisory Group since 2012 and has operated Nassiff Financial since 2007. Outside of advisory services, he is also involved in real estate sales and insurance. Southcoast Advisory Group provides investment supervisory services to individual clients, creating customized Investment Policy Statements and recommending diversified portfolios. The firm employs fundamental analysis and both long- and short-term trading strategies, while allowing clients to direct brokerage and retaining no discretionary trading authority.

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.

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.

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.

John Williams III is a CFP® with 14 years of industry experience, currently serving as Managing Member and Chief Compliance Officer at Clarity Retirement & Wealth, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Plum Pointe Wealth Management, and Mass Mutual Life Insurance Company. Outside of his financial advisory work, he is involved in buying and selling comic books online as a collector. Clarity Retirement & Wealth, LLC provides discretionary portfolio management and financial planning to a diverse client base, including individuals, trusts, and charitable organizations. The firm uses proprietary and third-party model portfolios combined with fundamental and technical analysis, managing assets on a discretionary basis while delegating trading and execution to sub-advisers.

South Coast Planning & Wealth Management was started on the premise that everyone should have access to personalized, quality financial planning & investment management — regardless of income or asset level. Dan has 18+ years of investment & financial planning experience working with individuals and institutions. His investment experience & financial planning expertise is what allows him to get results for both clients who are just getting started on their financial journeys, near or in retirment, and those with complex situations. He attended the University of Massachusetts and has a Master’s degree in Finance from Northeastern University. Dan is also a board member of CFA Society Providence.

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.

Robert Sullivan is a financial advisor at Yankee Investor, LLC in New Bedford, MA, holding Series 63 and Series 65 designations with 20 years of industry experience. He previously worked at Ballow & Hutchinson Realty Group from 2015 to 2017 before joining Yankee Investor in 2017. Yankee Investor serves individuals, high-net-worth individuals, trusts, and estates primarily in Massachusetts, offering discretionary investment management alongside financial planning and consulting. The firm employs a long-term, fundamental analysis approach using low-cost mutual funds and ETFs, with personalized portfolio strategies and ongoing client communication.

Darryl Melcher is a financial advisor at Wade Management LLC in Somerset, MA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Fieldpoint Private Securities, LLC since 2011. Outside of his advisory role, he is involved in the life insurance business through Mass Mutual. Wade Management LLC provides investment supervisory services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a multi-method investment approach, including charting, fundamental, technical, and cyclical analysis, and uses both long-term and short-term trading strategies with a mix of traditional and higher-risk instruments.

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.

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.

Joseph Digiammo Jr. is a CFP®-certified financial advisor at JMD Financial Planning Inc. in Somerset, MA, with experience that includes roles at Publicis Sapient and Valtech. He maintains an external IT consulting practice alongside his financial advisory work. JMD Financial Planning Inc. serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning on an hourly basis. The firm tailors portfolios using various asset classes and combines fundamental and technical analysis while allowing clients to set investment restrictions and receive regular reviews.

Jeffrey Brown is a CFP® and ChFC® with 38 years of industry experience. He is the owner and Investment Advisor Representative of Brown Advisory Group, LLC, where he has worked since 2006. Prior to and concurrent with his role at Brown Advisory Group, he has been associated with Triad Advisors, Inc. and Vanderbilt Securities, LLC. Outside of his advisory work, he manages a realty group and serves as president and building manager of a commercial office park. Brown Advisory Group provides investment management, retirement and comprehensive financial planning, and consulting to individuals, trusts, estates, and retirement plans. The firm employs a dynamic, tactical asset allocation approach using a five-profile risk framework and offers access to multiple wrap-fee programs and select private placements.

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.

John Lemme is a financial advisor with Blue Chip Financial Advisors, LLP in East Providence, RI, holding the ChFC® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including 19 years at Triad Advisors, Inc. and over 25 years at Blue Chip Financial Advisors. Outside of his advisory role, he is also involved in insurance sales as a licensed producer. Blue Chip Financial Advisors is a team-based registered investment adviser managing approximately $104 million in fee-based assets. The firm serves individuals, trusts, estates, retirement plans, corporations, and not-for-profit entities, offering portfolio management, comprehensive financial planning, and investment and insurance product implementation.