Donald Clarke is a financial advisor at Crestwood Advisors with 19 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Crestwood Advisors Group, LLC in 2023, he worked at Endurance Wealth Management, Inc. from 2009. Crestwood Advisors serves a diverse client base including individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing comprehensive investment and wealth management, financial planning, and advisory services. The firm combines global asset allocation with fundamental security selection and offers a digital investment program called Pathfinder that delivers automated ETF portfolios with periodic advisor engagement.

Karin Coulter is a financial advisor at Crestwood Advisors with 10 years of industry experience. She holds a Series 65 designation and has been with Endurance Wealth Management, Inc. since 2015. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients by providing investment and wealth management, financial planning, and advisory services. The firm employs a global asset allocation strategy combined with fundamental security selection, and also offers a digital investment program called Pathfinder that delivers automated ETF-based portfolios with periodic advisor engagement.

J Costello is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been with Endurance Wealth Management, Inc. since 2009. He is based in Providence, RI, and is affiliated with Crestwood Advisors. Crestwood Advisors serves individuals, families, foundations, endowments, pension and profit-sharing plans, and corporate clients with comprehensive investment and wealth management services, including discretionary and non-discretionary advisory solutions. The firm employs a global asset allocation strategy combined with fundamental security selection and offers a digital investment program called Pathfinder, which provides ETF-based automated portfolios with periodic advisor engagement.