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.

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.

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.

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 at Baldwin Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Baldwin Wealth Partners since 2022. Prior to that, he has worked at American Research & Management Company since 1997. 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, and chair of the investment committee at Tabor Academy. Baldwin Wealth Partners advises individuals, 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 year-end 2024.

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.

Kathryn Rowe is a CFP® professional with eight years of industry experience. She has worked at Baldwin Wealth Partners, LLC since 2020 and previously at Barry Investment Advisors, LLC and Seaward Management. Baldwin Wealth Partners advises individuals, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles, providing discretionary and non-discretionary portfolio management along with financial planning and consulting services. The firm employs a combined top-down macro framework and bottom-up fundamental research in its investment process, managing approximately $2.5 billion in assets as of December 2024.

Kimberly Tirrell is a financial advisor at Baldwin Wealth Partners, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at American Research & Management for 17 years. Outside of her advisory role, Kimberly serves as a board member and treasurer for the Marion Art Center, a nonprofit organization. Baldwin Wealth Partners advises individuals, trusts, pensions, charitable organizations, corporations, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services. The firm employs a combined top-down macro framework and bottom-up fundamental research approach, with a focus on a tax-aware, concentrated U.S. equity strategy and manager-of-managers implementation for other asset classes.

Peri Aptaker is a CFP®, PFS™, and Series 63 credentialed advisor with 22 years of industry experience. She has worked at Klr Investment Advisors, LLC for 21 years before joining Baldwin Wealth Partners, LLC in 2024. 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 incorporates ESG factors in manager and security selection.

William Marvel is a financial advisor with Baldwin Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Baldwin Wealth Partners since 2008, which was formerly known as Baldwin Brothers, LLC. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm employs a combination of top-down macro analysis, bottom-up fundamental research, and a manager-of-managers approach, with portfolios built around five core asset classes and incorporating ESG factors.

Nathan Stewart is a financial advisor at Baldwin Wealth Partners, LLC, holding Series 63 and Series 65 licenses with three years of industry experience. He has worked at Baldwin Wealth Partners since 2022 and previously spent 12 years at American Research & Management Co. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse clientele, including individuals across wealth spectrums, trusts, estates, and institutional clients. The firm employs a combined top-down and bottom-up investment approach, integrates ESG factors in its portfolio management, and manages private pooled investment vehicles with audited financials.