Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Larry H
Series 65
Westerly, RI
Washington Trust Advisors
Larry Henderson is a Series 65-licensed financial advisor with Washington Trust Advisors, bringing one year of industry experience. Prior to joining Washington Trust Advisors, he worked at Lighthouse Financial Management, LLC. He also serves as a board member and director at Rhody Christian Fellowship, where he acts as a chaplain and campus minister. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, offering wealth management, financial planning, and portfolio management services. The firm designs tailored discretionary portfolios and provides access to affiliated trust and custodial services through its parent company, The Washington Trust Company.
Stephen P
CFP®, PFS™
Westerly, RI
Washington Trust Advisors
Stephen Poplaski is a CFP® and PFS™ credentialed advisor with 18 years of industry experience. He has worked at Washington Trust Advisors since 2025 and previously spent nine years at Johnson & Wales University and 21 years at Lighthouse Financial Management, LLC. He also operates a CPA practice that has been active since 1983. Washington Trust Advisors serves individuals, high-net-worth clients, trusts, estates, and select institutional and retirement-plan clients, providing wealth management, financial planning, and portfolio management services. The firm offers tailored discretionary portfolios, model portfolios, and tax planning for certain Rhode Island clients, operating within a bank holding company structure that provides access to affiliated trust and custodial services.
James M
Series 65
Westerly, RI
Washington Trust Advisors
James Maynard is a financial advisor at Washington Trust Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Napatree Capital LLC and MResult Corp. before joining Washington Trust Advisors. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm employs a multi-faceted investment process that includes asset allocation, manager selection, and analysis across various asset classes, while also offering specialized strategies and integration with legacy managers.
Aaron W
CFP®, Series 66
Westerly, RI
Washington Trust Advisors
Aaron Wade is a CFP® professional with 14 years of industry experience. He is currently an advisor at Washington Trust Advisors and previously worked at Lighthouse Financial Management and Ameriprise. Outside of his advisory role, Wade is a pianist and serves as a choir director at North Kingstown United Methodist Church. Washington Trust Advisors provides wealth management, financial planning, and portfolio management services to individuals, trusts, estates, retirement plans, and institutional clients. The firm emphasizes asset allocation, manager selection, and a combination of fundamental, technical, and qualitative analysis across various investment vehicles.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters