Stefano Lanci is a financial advisor at Guided Wealth, LLC, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Eagle Strategies (NY Life) and NYLIFE Securities LLC. Guided Wealth, LLC provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, and businesses, using a primarily long-term, goal-aligned investment approach with portfolios built from low-cost mutual funds, ETFs, and occasionally individual securities or alternative investments.

Gregory Avera is a CFP® and Series 65 credentialed advisor at Experience Your Wealth, LLC with four years of industry experience. His prior roles include positions at Open Window Financial Solutions, Ltd. and Schultz Financial Group. Before entering financial advising, he served in the United States Army and has experience working at the University of Nevada, Reno. Experience Your Wealth, LLC provides comprehensive financial planning and investment advisory services primarily to individuals and high-net-worth clients with complex planning needs. The firm emphasizes asset allocation, tax-efficient investing, and low-cost mutual funds and ETFs, typically recommending and overseeing outside money managers without discretionary trading authority.

Greetings! If you've built significant income and wealth but find yourself asking "when does it actually become enough?" - you're in the right place. We work with high-income professionals who are done with the default earn-more path and ready to define what financial independence actually looks like for them. Not the traditional retire-at-65 version, but rather the kind that gives you real freedom of choice - to keep building, to downshift, to take a sabbatical, to pursue something that pays less but means more, or simply to know you could walk away if you wanted to. Financial independence means something different to everyone. We help you define what it means for you. Our clients typically navigate complex financial lives: equity compensation (RSUs, ISOs, NSOs, ESPP) that requires careful coordination, business ownership with income variability and tax complexity, or $2M+ in net worth without an integrated strategy pulling it all together. They're growth-oriented and curious about the psychology and assumptions shaping their financial decisions - not just the tactics. We serve as your long-term strategic financial partner - coordinating your income, equity compensation, tax strategy, investments, and major life decisions into one integrated plan built around what matters most to you, not a generic retirement timeline. Our team includes Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA), and a Certified Financial Therapist (CFT-I™). We bring technical depth, but we believe the most important financial decisions aren't just technical, they're personal. Money reflects your values, your identity, and the trade-offs you're willing to make. We help you get clear on all of it. We've been recognized by Investment News 40 Under 40, Business Insider's Top Financial Planners for Millennials, Financial Advisor Magazine's Top 10 Young Advisors to Watch, and Investopedia's Top 100 Financial Advisors. Founded in 2019 and based in Rhode Island, we work virtually with clients across the country over Zoom - and genuinely enjoy the kids, dogs, and chaos that show up along the way.

Dana Norman is a financial advisor with Dana R. Norman, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously owned and continues to work part-time as a CPA at an accounting firm she founded, Norman, Graham & DiGangi. Her firm provides discretionary, individualized portfolio management and retirement-plan services to individuals, trusts, estates, charitable organizations, and business entities. The firm’s investment approach combines fundamental, mutual fund/ETF, and technical/cyclical analysis to develop client-specific policies, with portfolio management tailored to clients’ objectives and ongoing review based on market events and client circumstances.

Blake Barbosa is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Guided Wealth, LLC since 2026. He previously worked at Eagle Strategies (NY Life) and NYLIFE Securities LLC for over a decade. Outside of his advisory role, he owns and manages an insurance agency, Guided Risk Solutions, LLC. Guided Wealth, LLC is a registered investment adviser that manages pooled and institutional mandates as well as discretionary investment management and financial planning for various clients. The firm employs a long-term, fundamental analysis-driven approach, utilizing low-cost mutual funds, ETFs, and selectively individual securities, while conducting ongoing due diligence and portfolio adjustments through unaffiliated independent managers.

Kimberly Swift is a financial advisor at Baldwin Wealth Partners, LLC with prior experience at Mercer from 2016 to 2025. She holds Series 65 and Series 63 licenses and has been with Baldwin Wealth Partners since 2025. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and pension plans. The firm employs a top-down macro framework combined with bottom-up fundamental research and a manager-of-managers approach, incorporating ESG factors and offering both discretionary and non-discretionary portfolio management.

Elizabeth Garvey is a CFP® and holds a Series 65 license, with 20 years of experience in the financial advisory industry. She has been with Barry Investment Advisors, LLC since 2014. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts, providing wealth management, comprehensive financial planning, and portfolio management services. The firm employs a Balanced Global Value investment approach that integrates equities, fixed income, and cash, using value-oriented equity selection based on extensive global data and traditional metrics, with asset allocation tailored to client risk profiles.

Connor Morenzi is a financial advisor at WealthCare Investment Partners LLC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Eaton Vance Management and Columbia Management Investment Advisers, among others. WealthCare Investment Partners LLC provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and employer retirement plans. The firm employs a model-based investment approach focused on long-term portfolio construction with low-cost diversified mutual funds, ETFs, and selected individual equities, managing approximately $860 million for over 1,800 clients.

Lynne Nahigyan is a CFP® with 28 years of industry experience, currently serving at Northstar Financial Companies, Inc. She has worked at Seamark Financial Services, Inc. since 1997. Northstar serves individual and high-net-worth clients, trusts, and closely held businesses, providing comprehensive financial planning and discretionary investment management. The firm employs a goals-based investment philosophy using mutual funds, equities, fixed income, and option strategies tailored to client objectives and risk tolerances.

Brian Corriveau is a financial advisor with Wealthcare Investment Partners LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at LPL Financial for 17 years before joining Wealthcare Investment Partners and Private Client Services in 2018. Corriveau is also president and owner of Brian N. Corriveau LLC, an investment practice, and is a licensed insurance professional. Wealthcare Investment Partners LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages approximately $655 million on a discretionary basis for about 1,700 clients, using a primarily long-term, model-based investment approach focused on low-cost, diversified mutual funds supplemented by ETFs, selected stocks, and bonds.

Douglas Suhr is a CFP® professional with 21 years of industry experience. He has been with Whitener Capital Management, Inc. since 2020 and also holds a position with Mercer Global Advisors Inc. since 2015. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, managing roughly $506 million in client assets across discretionary and non-discretionary accounts.

Katherine Kuntz is a CFA® charterholder with two years of industry experience, currently advising at Baldwin Wealth Partners, LLC. Prior to joining Baldwin Wealth Partners, she worked at Spiritless, Inc. and Apellis, Inc. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and institutional investors. The firm’s investment approach integrates macroeconomic analysis with fundamental research and emphasizes ESG factors across multiple asset classes.

Michael Baldwin is a financial advisor with Baldwin Wealth Partners, LLC, where he has worked since 2022. He holds over 32 years of industry experience, including his prior tenure at Baldwin Brothers, LLC dating back to 1974. Baldwin serves as a board trustee at The Biomed Center and is a board member of the Marion Institute, where he participates in fundraising and audit committee activities. Baldwin Wealth Partners provides financial planning and investment management services to individuals, trusts, estates, charitable organizations, and institutional clients. The firm employs a combination of macroeconomic and fundamental research in its investment process, manages approximately $2.33 billion in client assets, and is active in advising private pooled investment vehicles and funds.

Russell Winthrop is a financial advisor with Wealthcare Investment Partners LLC in Portsmouth, RI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes 16 years at LPL Financial before joining Wealthcare Investment Partners and Private Client Services in 2018. Wealthcare Investment Partners LLC serves individuals, high net worth clients, trusts, estates, charitable organizations, corporations, and retirement plans, managing approximately $655 million on a discretionary basis. The firm employs a primarily long-term, model-based investment approach focused on low-cost, diversified mutual funds supplemented by ETFs, selected stocks, and bonds, with ongoing discretionary oversight and client-specific restrictions.

Bethany Parker is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. She has worked at Barry Investment Advisors, LLC since 2018 and previously spent five years at LPL Financial. Barry Investment Advisors manages approximately $712.6 million for individuals, high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs a Balanced Global Value investment approach that combines equities, fixed income, and cash with a value-oriented equity selection process, tailoring asset allocation based on market valuations and client risk profiles.

Andrew Straus is a financial advisor at Barry Investment Advisors, LLC with one year of industry experience. He holds the Series 65 designation and previously worked in the education sector with Norton Public Schools and Wareham Public Schools. Barry Investment Advisors provides wealth management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm applies a Balanced Global Value investment approach that combines equities, fixed income, and cash with domestic and international exposure, using a value discipline grounded in Graham and Dodd principles.

John Prys is a CFA® charterholder with three years of industry experience. He has worked at Baldwin Wealth Partners, LLC since 2025 and previously was with ZCM, Inc. from 2016 to 2024. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm employs a combination of top-down macro analysis and bottom-up fundamental research, offering both discretionary and non-discretionary portfolio management while incorporating ESG factors in its investment process.

Whitney Holland is a financial advisor with Barry Investment Advisors, LLC, holding a Series 65 credential and two years of industry experience. She has been with Barry Investment Advisors since 2015. Barry Investment Advisors provides wealth management and financial planning services to individuals, pension and profit-sharing plans, trusts, and estates. The firm applies a Balanced Global Value investment approach, combining equities, fixed income, and cash with domestic and international exposure, utilizing a value discipline based on Graham and Dodd principles.

Andrew Mcintire is a CFA® charterholder with 15 years of industry experience. He is currently with Baldwin Wealth Partners, LLC, where he has worked since 2022. Prior to that, he has been associated with American Research and Management since 1998. Baldwin Wealth Partners advises individuals, high-net-worth clients, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles. The firm combines a top-down macro framework with bottom-up fundamental research and tailored asset allocation models, managing approximately $2.5 billion as of the end of 2024.

Ruth Chicca is a CFP® and Series 66 licensed financial advisor at PlanVision, LLC with seven years of industry experience. Her prior work includes roles at several firms such as Kestra Advisory Services, LPL Financial, and Webster Bank. She is also a licensed insurance agent involved in insurance sales and implementation. PlanVision provides fee-only financial planning and consulting primarily for high-net-worth individuals, emphasizing fundamental analysis and a long-term, simplified allocation approach that favors passive investments. The firm serves several thousand clients through a small advisory team and offers a subscription-based planning service without asset management or custody.