Benjamin Smith is a CFA® charterholder with 13 years of industry experience. He has been with Guidance Point Advisors, LLC and its affiliated firm, Guidance Point Retirement Services, LLC, since 2012. Guidance Point Advisors, LLC manages approximately $558 million for over 250 client relationships, serving individuals including high-net-worth clients, as well as some corporations and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, focusing on diversification and asset allocation aligned with client objectives and risk tolerance.

Curtis Worcester is a Series 65 credentialed financial advisor at Guidance Point Advisors, LLC with five years of industry experience. He has held roles at Guidance Point Retirement Services, LLC since 2019 and previously worked at The Advertising Specialists of Maine and Northern Light Health. Guidance Point Advisors, LLC manages approximately $558 million across about 252 client relationships, serving individuals, including high-net-worth clients, as well as corporations and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, using a diversified, asset allocation approach tailored through investor profiling and Investment Policy Statements.