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.

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 financial advisor at Guided Wealth, LLC with 12 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Guided Wealth in 2026, he spent over a decade with Eagle Strategies (NY Life) and NYLIFE Securities LLC. He is also the owner of an insurance agency, Guided Risk Solutions, LLC. Guided Wealth provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term, goal-aligned investment approach using fundamental analysis and builds portfolios with low-cost mutual funds, ETFs, and other securities tailored to each client’s objectives.

Kimberly Swift is a financial advisor at Baldwin Wealth Partners, LLC, holding Series 63 and Series 65 licenses. She joined Baldwin Wealth Partners in 2025 after nine years at Mercer. She has one year of industry experience. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse range of clients, including individuals, trusts, estates, charitable organizations, and institutional plans. The firm employs a combined top-down and bottom-up investment approach, manages concentrated in-house equity strategies, and incorporates ESG factors in its portfolio construction and manager selection.

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® affiliated with Northstar Financial Companies, Inc., with 29 years of industry experience. She previously worked for 27 years at Seamark Financial Services, Inc. Northstar Financial Companies serves individual and high-net-worth clients with comprehensive financial planning and both discretionary and non-discretionary investment management. The firm employs a goals-based, fundamental investment approach utilizing mutual funds, ETFs, individual equities, and fixed income to align with 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.

Katherine Kuntz is a CFA® charterholder with three years of industry experience, currently serving at Baldwin Wealth Partners, LLC. Her prior roles include five years at Spiritless, Inc., five years at Apellis, Inc., and two years at PMK Capital Management, LLC. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, and institutional investors. The firm employs a combined top-down macro and bottom-up fundamental research process with a manager-of-managers approach, incorporating ESG factors in portfolio construction and offering both discretionary and non-discretionary management.

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® professional with eight years of experience in financial advisory roles. She is currently with PlanVision, LLC and has previously worked at firms including Kestra Advisory Services LLC, LPL Financial LLC, and Webster Bank. Outside of advising, she is a licensed insurance agent involved in implementing insurance recommendations. PlanVision, LLC provides fee-only financial planning and consulting primarily to high-net-worth individuals. The firm emphasizes fundamental analysis and a long-term, simplified allocation strategy focused on passive investments, delivering advice rather than asset management through a subscription or flat-fee model.

Eric Strand is a financial advisor with Baldwin Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining Baldwin Wealth Partners in 2022, he spent 25 years at American Research & Management Company. Outside of his advisory role, Strand serves on several boards, including as vice chair of the compensation and audit committees at A. D. Makepease, treasurer for Community Nurse Home Care, advisory board member for Syndic8, investment committee chair at Tabor Academy, and trustee of the Van Sloun Foundation. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse clientele, including individuals, trusts, charitable organizations, and pension plans. The firm employs a combined top-down macro framework and bottom-up fundamental research, incorporating ESG factors and managing both concentrated in-house equity strategies and multi-asset portfolios, while also acting as adviser to privately offered pooled investment vehicles.

Patrick Barry is a financial advisor at Barry Investment Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Barry Investment Advisors since 2014. 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, combining equities, fixed income, and cash with a value-oriented equity selection process based on extensive global company data and traditional valuation metrics.

Craig Dumas is a CFP® and ChFC® with 23 years of industry experience. He is currently with Baldwin Wealth Partners, LLC, where he has worked since 2024, following an 18-year tenure at Klr Investment Advisors, LLC. Outside of his advisory role, he is also an insurance agent involved in the sale of fixed life, annuity, and long-term care insurance. Baldwin Wealth Partners advises individuals, trusts, pensions, charitable organizations, and corporations. The firm combines a top-down macro framework with bottom-up fundamental research, managing approximately $2.5 billion as of December 2024, and offers discretionary portfolio management, financial planning, and select consulting services.