Caitlin Kerswell

Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

Lindsey Andrew is a financial advisor at McCurdy & Andrew Investments, LLC with three years of industry experience. She holds the Series 65 designation and has worked at McCurdy Investments since 2022. Outside of her investment career, she teaches dance at The Dance Place Studio. McCurdy & Andrew Investments is a two-advisor registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm offers financial planning and portfolio management, utilizing an investment process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.

Dennis McCurdy is a financial advisor at McCurdy & Andrew Investments, LLC with 37 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes roles at Commonwealth Financial Network and running his own practices since 1988. Outside of financial advising, McCurdy is a motivational speaker and author of two motivational books, and he co-owns an antique market business. McCurdy & Andrew Investments, LLC is a small registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm provides financial planning, consulting, and portfolio management, using a fundamental and asset-allocation approach based on Modern Portfolio Theory, and acts as a fiduciary for retirement account advice under ERISA/IRC rules.

Gregory Barishian is a CFP® professional with seven years of industry experience. He is currently with Aurelius Family Office, LLC and previously worked at Corrigan Financial, Inc., among other firms. Barishian serves on the finance committee of The Village Common of RI, a nonprofit supporting older adults aging in place. Aurelius Family Office provides wealth management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs modern portfolio theory and quantitative analysis in its discretionary portfolio management, utilizing a variety of investment vehicles and conducting regular reviews to align with client objectives and risk tolerance.

Kevin Le Blanc is a financial advisor at Aurora Private Wealth, INC. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones, Santander Securities, and SCOTTRADE among other roles. Aurora Private Wealth, INC. is an SEC-registered investment adviser serving individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and investment management through a team of 18 advisors, utilizing individualized policies, model portfolios, and independent managers to serve approximately $374 million in assets.

Holly Wanegar is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds the Series 66 designation and has worked at Commonwealth Financial Network since 2019, including her current tenure starting in 2023, and previously worked at People's United Bank from 2016 to 2019. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operational support, investment management, and compliance services while allowing advisors discretion in portfolio construction using various securities and insurance products.