Stephen Tosi is a financial advisor at Generations Investment Advisors, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked with Efficient Advisors, LLC, Sowell Management, and Matson Money, Inc. alongside his role at Generations Investment Advisors. Generations Investment Advisors provides portfolio analysis and advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation based on Modern Portfolio Theory, typically acting as a co-advisor that recommends third-party independent money managers rather than directly managing client portfolios.

Ronnie Kidd is the sole advisor at Generations Investment Advisors, LLC in High Point, NC. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has been with Generations Investment Advisors since 2006 and concurrently associated with several firms including Efficient Advisors, LLC, Sowell Management Services, and Matson Money, Inc. Outside of his advisory work, he is a licensed insurance producer in North Carolina. Generations Investment Advisors provides portfolio analysis and advisory services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm emphasizes manager selection and asset allocation based on Modern Portfolio Theory and typically serves as a co-advisor recommending independent third-party money managers who handle portfolio management and execution.