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 with Baldwin Wealth Partners, LLC in Marion, MA, holding Series 65 and Series 63 licenses. He has three years of industry experience and has worked at Baldwin Wealth Partners since 2022, following a 12-year tenure at American Research & Management Co. Baldwin Wealth Partners provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, charitable organizations, and institutional accounts. The firm combines a top-down macro framework with bottom-up fundamental research and employs a manager-of-managers approach across multiple asset classes.

Steven Dean is a financial advisor at Baldwin Wealth Partners, LLC, based in Cambridge, MA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Citizens Financial Group and KLR Investment Advisors. Baldwin Wealth Partners serves 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, managing approximately $2.5 billion as of year-end 2024.

Robert Florek is a CFP® professional with 22 years of experience in the financial industry. He has been with Florek Financial, LLC since 2009 and also operates a tax preparation business outside of investment services. Florek Financial, LLC provides customized wealth management and portfolio management to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. The firm integrates financial planning, investment management, and tax services, offering both discretionary and non-discretionary management with a focus on long-term asset allocation.

Paul Furcinito is a financial advisor at Florek Financial, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Florek Financial since 2009. The firm serves individuals and high-net-worth clients with customized wealth and portfolio management, offering integrated financial planning, investment management, tax planning, and tax compliance. Florek Financial emphasizes a primarily long-term investment approach, utilizing both discretionary and non-discretionary management, and is notable for its accounting affiliation and substantial non-discretionary assets under management.

Raphael Hanna is a financial advisor at SHP Wealth Management, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Burbank Wealth Management, Wells Fargo Advisors, W.B. Mason, Stonehill College, and Saint Joseph Prep. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, corporations, and other investment advisers. The firm customizes investment policy statements and uses fundamental, cyclical, and modern portfolio theory with a long-term trading orientation to guide asset allocation and monitoring.

Aidan Arone is a CFP® professional with two years of industry experience, currently serving as an advisor at SHP Wealth Management, LLC. His prior work experience includes roles at The Bulfinch Group and Guardian Life Insurance Company. He is also a Licensed Insurance Agent at SHP Financial, LLC. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm customizes investment policy statements for each client and employs a long-term trading approach using fundamental, cyclical, and modern portfolio theory.

Michael Guthrie IV is a financial advisor with SHP Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Michael Raposa, Adam Baur, Citizens Investments, and Russell Investments. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops to individuals, pension and profit-sharing plans, charities, corporations, and other investment advisers. The firm customizes investment policy statements for each client and employs fundamental, cyclical, and modern portfolio theory with a long-term trading orientation.

Zachary Perkins is a CFA® charterholder with seven years of industry experience. He is currently with SHP Wealth Management, LLC and SHP Financial, and has held prior roles at Eaton Vance Distributors, Inc. and Morgan Stanley. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm also serves other investment advisers as a sub-adviser and licenses model portfolios and research, using a customized Investment Policy Statement and a long-term, theory-driven approach to asset allocation and monitoring.

Lisa Bracken is a financial advisor at Waverly Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Bridge Creek Capital Management LLC, Household, and the Town of Bellingham. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Colin Cronin is a financial advisor at SHP Wealth Management, LLC with Series 63 and Series 66 credentials and three years of industry experience. He has worked at several firms, including Private Client Services, LLC, Mayflower Financial Advisors, LLC, and Fidelity Investments. Colin is dually registered with Mayflower Financial Advisors and Private Client Services, serving as an investment advisor representative and registered representative. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and educational workshops to individuals, pension plans, charities, and corporations. The firm customizes investment policy statements for clients and employs fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

Sara Kappos is a CFP® professional with 12 years of industry experience, currently serving as an investment advisor representative at The AmeriFlex Group. She has held previous roles at Commonwealth Financial Network and operates Blue Hills Wealth Management, where she is Vice President of Insurance, Benefits, and Human Resources. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting with various wrap and non-wrap solutions, utilizing multiple custodians and regular account reviews.

Natalia Manning is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at SHP Wealth Management, LLC since 2022 and previously spent 13 years with Morgan Stanley Smith Barney LLC. Outside of advising, she has worked as a retail sales associate for Lululemon. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension plans, charities, corporations, and other investment advisers. The firm customizes Investment Policy Statements for each client and employs a long-term trading approach guided by fundamental, cyclical, and modern portfolio theory.

Bradley Parillo is a financial advisor at SHP Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at SHP Financial, LLC, NYLife Securities LLC, and New York Life Insurance Company. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals, pension and profit-sharing plans, charities, and corporations. The firm also acts as a sub-adviser and licenses model portfolios and research to unaffiliated RIAs, using a customized investment policy statement and a long-term trading orientation based on fundamental, cyclical, and modern portfolio theory.

Derek Gregoire is a Series 65-licensed financial advisor with SHP Wealth Management, LLC, where he has worked for 11 years and brings a total of 12 years of industry experience. His prior roles include positions at Nationwide Investment Solutions, LLC, and leadership in marketing through PaxCam Marketing. Outside of financial advising, he is involved with Four Hands, LLC and has entrepreneurial experience in insurance sales and marketing services. SHP Wealth Management provides portfolio management, financial planning, and pension consulting to individuals, pensions, charities, and corporations. The firm customizes investment policy statements and applies fundamental, cyclical, and modern portfolio theory with a long-term trading approach.

Barry Paster is a financial advisor at Waverly Advisors, LLC with 32 years of industry experience. He holds the Series 65 designation and previously worked at Bridge Creek Capital Management LLC for 19 years. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a blend of traditional equity and fixed-income strategies alongside alternative and private-markets allocations, and provides investment management, financial planning, retirement plan consulting, and multi-family office services.