Broker Check

Our Team

Our Team

John Gautreaux, ChFC®


(401) 691-4138

(401) 739-9129

John has been an active part of the local and business community for over 30 years. A Rhode Island Native, John's experience also includes a long career in business banking.

John is proud to have built a diversified financial services practice spanning more than twenty years. With the resources of Independence Financial Partners, John provides Personalized Financial Services and Employee Benefits Consulting to his clients, business owners, and their valued employees. As an independent professional, John works with most of the leading investment and insurance brands to provide you access to the best resources in the industry.

In 2013, John earned his Chartered Financial Consultant (ChFC®) designation from The American College. This accredited designation allows John to provide advanced financial planning for every person, and every need. The ChFC is comprised of nine college-level courses that address all aspects of financial planning.

Kelly Terry

Client Care Partner

(401) 691-4170

(401) 739-9129

Kelly joined our team in 2017 bringing many years of industry experience to our firm and we are grateful to have her on our team. Kelly lives in Warwick with her husband Bill and their two rescue animals.

*Not registered with Osaic

Brendon Pierce

(401) 691-4129

(401) 739-9129

Brendon has worked in the financial service industry for over a decade, joining our office in 2016.  He also has experience as a business owner, starting and building a business right out of college where he earned a  BS in Finance with a concentration in investment management and minors in economics, art history and sociology.  When he’s not at the office, Brendon enjoys snow-boarding, surfing, running, and outdoor sports as well as spending time at the gym.  

Al Cumplido, CFA

Al has been affiliated with our office for over 15 years. As Head of Investment Strategy, Al works closely with top advisors to help define, shape, and execute the firms overall investment based objectives. Al assists advisors with investment analysis, global macro research, and risk management strategy. Al also chairs the IFP Investment Advisors Board, which brings together various PhD's, CFA charterholders, Portfolio Managers, and other high level investment talent from across the country to discuss investment outlooks and current events, as well as stress test internally produced investment research.

Marcin Krolikowski, PhD, CFA

Assistant Director of Investment Strategy.   Associate Professor of Finance - Providence College.   Past President - CFA Society Providence.   Al and Marcin work closely together to provide our clients with the best portfolio strategies.

Other Unaffiliated Resources*

Not pictured is Bill Rambo, Founder/Partner at What's Next 4 Financial Advisors   Bill and his team provide us with high level practice development services. Bill has assisted us in continuing to focus on the needs of our valued clients and forming best practices to ensure a high level of client satisfaction.

*services offered independent of Osaic