Christopher Gauthier is a CFA® charterholder with 14 years of industry experience. He has been with Stonehearth Capital Management in Danvers, MA since 2014, where he is part of a five-person advisory team. Stonehearth Capital Management provides investment management, financial planning, retirement planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm employs a range of model strategies primarily using ETFs and mutual funds, including a CarbonLITE portfolio aimed at reducing equity carbon footprint, and incorporates systematic monitoring and tax-aware techniques in managing client accounts.

Jamie Upson is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Stonehearth Capital Management since 2014. Prior to joining Stonehearth, he worked at Commonwealth Financial Network for six years. Stonehearth Capital Management is a five-advisor team providing investment management, financial planning, retirement planning, and consulting to individuals, families, trusts, estates, and business entities. The firm manages approximately $425 million in discretionary assets and offers diversified model strategies primarily using ETFs and mutual funds, including a unique CarbonLITE portfolio aimed at reducing equity carbon footprint.

Joseph Gauvin is a CFP® professional with 11 years of experience in financial advising. He is currently with Stonehearth Capital Management, where he has worked since 2022. His prior experience includes roles at Sandy Cove Advisors, GW & Wade, and DK Brede Investment Management. Stonehearth Capital Management serves individuals, families, trusts, estates, and business entities, managing approximately $425 million in discretionary assets. The firm uses model strategies primarily based on ETFs and mutual funds, employing quantitative and qualitative methods, tax-aware techniques, and offers specialized portfolios such as CarbonLITE to address clients’ investment preferences.

David Juliano is a financial advisor at Stonehearth Capital Management in Danvers, MA, holding the ChFC® designation and Series 63 license with 10 years of industry experience. He has been with Stonehearth Capital Management since 2016 as part of a five-person advisory team. Stonehearth Capital Management serves individuals, families, trusts, estates, and business entities, including high-net-worth clients, offering investment management, financial planning, retirement planning, and consulting. The firm uses model strategies primarily based on ETFs and mutual funds, employs systematic portfolio monitoring, and incorporates tax-aware techniques, with some unique offerings such as a CarbonLITE portfolio and access to alternative and digital-asset investments.

Benjamin House is a financial advisor at Stonehearth Capital Management with a Series 66 credential and two years of industry experience. Prior to joining Stonehearth, he worked at Wells Fargo Clearing and TD Ameritrade. He also has experience in education, having worked at Gordon College and St. Johns Prep. Stonehearth Capital Management provides investment management, financial planning, retirement planning, and consulting services to individuals, families, trusts, estates, and business entities. The firm manages approximately $425 million in discretionary assets for around 490 clients, employing model strategies that include diversified and ESG-focused portfolios, quantitative and qualitative stock selection, and tax-aware techniques.