Kelsey Brennan is a CFP® and holds a Series 65 license, with eight years of experience in financial advising. She has been with Perennial Advisors Group, LLC since 2015. Perennial Advisors Group provides fee-only wealth management, discretionary investment management, and financial planning services primarily to individuals, trusts, estates, and charitable organizations. The firm emphasizes a long-term, asset-class-based investment approach using diversified mutual funds and ETFs, combined with fundamental analysis and personal client contact.

Tyler Dostie is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Perennial Advisors Group, LLC since 2022. Prior to this, he worked at McCurdy Investments LLC and held roles at Nichols College and Natanis Golf Course. Perennial Advisors Group provides fee-only wealth management, discretionary investment management, and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $397 million in discretionary client assets, focusing on long-term, diversified portfolios primarily composed of mutual funds and ETFs, supplemented by fundamental analysis and tailored portfolio adjustments.

David Carpenter is a financial advisor at Perennial Advisors Group, LLC with 27 years of industry experience. He has been with Perennial Advisors Group since 1998. Perennial Advisors Group serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations, providing fee-only wealth management, discretionary investment management, and financial planning. The firm manages approximately $397 million in discretionary client assets and emphasizes a long-term, primarily passive investment approach combined with fundamental analysis and personalized portfolio construction.