Lanita Wheetley is a CFP® and holds a Series 66 license, with 10 years of industry experience. She is currently with Aurelius Family Office, LLC and has previous experience at firms including Morgan Stanley, Cogent Private Wealth, and LPL Financial LLC. Aurelius Family Office, LLC provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate entities. The firm customizes portfolios based on clients’ objectives and risk tolerance using various investment techniques and offers fiduciary services, estate-planning facilitation, and model allocation for qualified plans.

Anna Witten is a CFP® and Series 66 holder with eight years of industry experience. She is currently with Aurelius Family Office, LLC and previously worked at Grant Thornton/BNY Mellon, MHWC Private Single-Family Office, BNP Paribas, and Merrill Lynch Global Wealth Management. Aurelius Family Office, LLC provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate entities. The firm tailors portfolios based on client objectives and risk tolerance using a range of investment methods, and offers services including discretionary portfolio management, fiduciary retirement plan services, and estate-planning facilitation.

Gregory Barishian is a CFP® professional with seven years of industry experience, currently serving at Aurelius Family Office, LLC since 2023. His prior roles include positions at Corrigan Financial, Inc. and LPL Financial. He also serves on the finance committee of The Village Common of RI, a nonprofit supporting older adults who wish to age in place. Aurelius Family Office, LLC provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate entities. The firm customizes portfolios based on client objectives and risk tolerance, utilizing fundamental analysis, factor investing, quantitative methods, and modern portfolio theory.

James Rogers is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He currently works at Aurelius Family Office, LLC and previously held roles at Accelerated Wealth Advisors LLC, Raymond James & Associates, AllianceBernstein L.P., and Edward Jones. Rogers also served in the U.S. Army from 2016 to 2020. Aurelius Family Office LLC provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a range of investment strategies including fundamental analysis, factor investing, and quantitative techniques, tailoring portfolios to clients' objectives and risk tolerance.

Jacob Alden is a financial advisor at Aurelius Family Office, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at McLean Asset Management Corporation, Twin Focus Capital Partners, Rockland Trust, and Cellinfo, LLC. He also operated Wolfeboro Jet Ski Rentals for nine years. Aurelius Family Office provides wealth management and comprehensive financial planning to individuals, retirement plans, charitable organizations, and corporate clients. The firm customizes portfolios based on client objectives and risk tolerance, using a variety of investment techniques and third-party research while offering discretionary portfolio management and fiduciary services.

Mark Witaschek is a financial advisor with Aurelius Family Office, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at McLean Asset Management Corporation and The Harbor Group, Inc. He has been with Aurelius Family Office since 2021. Aurelius Family Office, LLC offers wealth management and comprehensive financial planning services to individuals, retirement plans, charitable organizations, and corporate entities. The firm customizes portfolios using fundamental analysis, factor investing, quantitative techniques, and modern portfolio theory, serving clients through discretionary portfolio management, fiduciary retirement plan services, and estate-planning facilitation.