Paula Harris is a Series 65–licensed advisor with 17 years of industry experience. She has been with WH Cornerstone Investments LLC since 2003. Outside of her advisory role, she owns Rise Up Success Training, a company that provides seminars, workshops, and retreats focused on success and empowerment. WH Cornerstone Investments serves individuals, including high net worth clients, and related accounts such as trusts and retirement plans, offering financial planning, consulting, and investment management services. The firm manages approximately $181 million in assets and uses a holistic planning process combined with fundamental, technical, and cyclical analysis to tailor asset allocations and investment advice.

Cody Wright is a financial advisor at WH Cornerstone Investments Inc. with a Series 65 designation and one year of industry experience. Prior to joining WH Cornerstone, he worked at Mass General Brigham and Massachusetts General Hospital, as well as Eye Health Services. WH Cornerstone Investments serves individuals, including high net worth clients, and related accounts by providing financial planning, consulting, and investment and wealth management services. The firm manages approximately $181 million in client assets and employs a holistic planning process combined with fundamental, technical, and cyclical analysis to tailor investment strategies.

Nolan Melo is a financial advisor at WH Cornerstone Investments Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at ALCOR Scientific and Turner Construction Company. WH Cornerstone Investments serves individuals, including high net worth clients, as well as trusts, estates, retirement plans, and business entities, providing financial planning, consulting, and investment and wealth management services. The firm manages approximately $181 million in client assets and employs a holistic planning process combined with fundamental, technical, and cyclical analysis to develop customized investment strategies.

William Harris is a CFP® professional with 28 years of industry experience, currently serving at WH Cornerstone Investments Inc. since 1998. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, able to recommend insurance products on a commission basis. WH Cornerstone Investments provides financial planning, consulting, and investment and wealth management services to individuals, trusts, estates, pension, and corporate clients. The firm manages approximately $200 million in discretionary assets and offers both discretionary and non-discretionary portfolio management, with a focus on customized, adaptable plans and regular account reviews.