Patricia Moore is a CFP® with 23 years of industry experience. She has been with Moore Financial Advisors, LTD. since 2002. In addition to her advisory work, she is an adjunct assistant professor of economics at the Massachusetts College of Pharmacy and Health Sciences, teaching economics courses during the academic year. Moore Financial Advisors, LTD. provides wealth management, portfolio management, and financial planning services to individuals, families, trusts, and estates. The firm manages approximately $127.2 million across about 92 client relationships, employing a primarily long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, supplemented by various analytical tools and selective trading.

Robert Kania Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Moore Financial Advisors, LTD., where he has worked since 2019, following prior roles at Laurentide Advisory, LLC and Serapis Capital, LLC. Moore Financial Advisors, Ltd. is an SEC-registered investment adviser providing wealth management, portfolio management, and financial planning to individuals, families, trusts, and estates. The firm serves both high-net-worth and non-HNW clients, using a long-term investment approach centered on diversified portfolios of low-cost mutual funds and ETFs, and incorporates various analytical methods supported by artificial intelligence tools.

Donna Cournoyer is a financial advisor at Moore Financial Advisors, Ltd. with three years of industry experience. She holds a Series 65 designation and previously worked at Salve Regina University for 12 years in total. Moore Financial Advisors, Ltd. provides wealth management, portfolio management, and financial planning services to individuals, families, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm employs a primarily long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, supplemented by internal and third-party research and AI tools.