Patrick Hannon is a CFP® and holds a Series 66 license with 15 years of experience in financial advisory. He has been with RWA Wealth Partners since 2026, following 12 years at Planning Alternatives, Ltd. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial and tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation and employs a diverse range of investment vehicles, combining fundamental and quantitative methods alongside customized fixed income and cash management strategies.

Jeffrey Beshansky is a financial advisor at RWA Wealth Partners with four years of industry experience. He holds a Series 65 designation and has worked previously at CIBC Private Wealth Advisors, Inc., Leveroni Financial Management Corp. LPL Financial LLC, GW & Wade, LLC, and D.K. Brede Investment Management Co, Inc. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation supported by an open-architecture platform and combines fundamental and quantitative methods in select strategies.

Dina Milne is a CFP® with 11 years of experience in the financial services industry. She currently works at RWA Wealth Partners and previously spent eight years at Adviser Investments. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation supported by an open-architecture platform and customized fixed income management.

Bradley Sharp is a CFP® with 28 years of industry experience, currently serving at RWA Wealth Partners. His prior roles include positions at Adviser Investments, LLC and Braver Wealth Management, LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management solutions.

Joseph Silverman is a CFP® professional with 16 years of industry experience, currently serving at RWA Wealth Partners. His prior experience includes nine years at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc., and six years with The Vanguard Group, Inc. Outside of his advisory role, he is listed as a co-manager of Healing Hope Counseling, PLLC, a psychotherapy practice operated by his wife. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach and an open-architecture platform, combining fundamental and quantitative methods in its internally managed strategies.

Evelyn Pepe is a CFP® professional at RWA Wealth Partners with four years of industry experience. She has worked previously at Citizens Securities, Inc. and Citizens Private Wealth, where she spent 15 years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and uses an open-architecture investment platform supplemented by tactical adjustments and customized fixed income management.

Cody Carlson is a CFP® professional with nine years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2023. Prior to joining RWA, he worked for six years at Fidelity Brokerage Services LLC and spent one year at Eastern Illinois University. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using a wide range of vehicles, including mutual funds, ETFs, separate accounts, and private pooled vehicles, supplemented with tactical asset-allocation adjustments and customized fixed income management.

Kristen Manjikian is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 credentials with 17 years of industry experience. Her prior roles include positions at Adviser Investments, LLC and Securities America Advisors. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm utilizes a strategic asset allocation approach with an open-architecture platform, complemented by customized fixed income and cash management strategies.

Christopher Newton is a CFA® charterholder with four years of industry experience. He has worked at Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2022, and previously held positions at AEW Capital Management and Brown Brothers Harriman. He began his career after graduating from Trinity College, where he worked from 2013 to 2017. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers specialized fixed income management and internally managed investment strategies.

Joseph Powers III is a financial advisor at RWA Wealth Partners with 13 years of industry experience. He holds a Series 65 designation and has worked with RWA and its predecessor entities since 2015. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans by providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform and incorporates customized fixed income and cash management alongside fundamental and quantitative strategies.

Michelle Knight is a financial advisor with RWA Wealth Partners in Boston, MA, holding a Series 66 designation and 17 years of industry experience. She has worked with Ropes Wealth Advisors and its divisions since 2015 before joining RWA Wealth Partners in 2024. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans by providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using a broad range of investment vehicles and combines fundamental and quantitative methods in selected strategies.

Elizabeth Kesselman is a financial advisor at RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 registrations with 21 years of industry experience. She previously worked at Adviser Investments LLC for 11 years and Kobren Insight Management, an Adviser Investments company, for five years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and uses an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles.

Judith Ludwig is a CFP® professional with 21 years of experience in financial advisory services. She has worked at RWA Wealth Partners since 2017 and previously spent nearly three decades at Braver Wealth Management. Based in Boston, MA, Ludwig is part of a multi-team firm structure. RWA Wealth Partners serves a diverse client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm’s investment approach focuses on strategic asset allocation, using an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles, complemented by customized fixed income and cash management.