OceanPoint Investment Solutions

Donald M. Hartley, an LPL Financial Advisor with over 25 years of extensive investment services experience. Don served over 26 years in the US Army as an aviation officer and spent time with the Rhode Island National Guard. In his free time, Don enjoys biking along the coast of Newport. Through thorough discovery, Don gains an understanding of client’s needs and risk tolerance, allowing him to be able to create a specific client strategy for long-term results. Don believes in striving to exceed every client’s needs. He embodies the approach that high-end service is achieved through a blend of professionalism and personal connection.

John brings more than 20 years of industry experience to his role as LPL Financial Advisor. He works closely with clients to develop individualized financial plans and investment strategies based on their unique circumstances, goals, timeline, and risk tolerance, as well as their need for growth, income, capital preservation, and asset protection.

John earned a Bachelor of Science degree in Business from Rhode Island College and Master of Business Administration in Finance at Salve Regina University. He is also an adjunct professor at Rhode Island College. A native of Lincoln, RI, John resides in North Smithfield.

Brad brings more than 20 years of industry experience to his role as LPL Financial Advisor. He works closely with clients to develop individualized financial plans and investment strategies based on their unique circumstances, goals, timeline, and risk tolerance, as well as their need for growth, income, capital preservation, and asset protection.
Brad earned a Bachelor of Arts degree in Communication and Media studies from the University of Rhode Island. A native of Johnston, RI, Brad resides in Warren, RI.

Kerry has a deep sense of responsibility to deepen financial literacy, banking and investment education with the community he serves. During his 30+ years of work experience, Kerry held leadership roles in lending, sales, conventional banking, community development and finance. As a financial advisor, Kerry brings more than a decade of financial service industry experience to his role, in which he will work directly with customers to create a customized financial plan that best speaks to their individual circumstances, goals, timeline, and risk tolerance. He is committed to providing access to a broad range of competitive investment advisory services to customers that address their distinctive needs in an effort to help bring them to the next successful chapter of their lives. Kerry attended Tuskegee University in Alabama, is a 2019 graduate of Leadership Rhode Island’s Professional Leadership Program, completed The Rhode Island Black Business Association’s (RIBBA) inaugural Emerging Leaders Development Program and the 2022 RIBBA Emerging Leader Awarded recipient. Kerry currently resides in North Providence, RI.

As a Wealth Advisor with LPL Financial, Stephen is committed to helping clients make confident financial decisions. He provides clear, strategic guidance, proactive planning, and ongoing support, acting as a trusted partner to help clients reach their long-term goals.

Stephen built extensive experience in client-focused financial roles, and since 2018, he has also run a family-owned business, giving him practical insight into the financial challenges that both individuals and business owners face.

Stephen is a graduate of La Salle Academy in Providence, RI and continued his studies at the University of Hartford (CT) and Johnson & Wales University (RI). A native of Johnston, Rhode Island, he now resides in Cranston, Rhode Island.