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.

Edward Dixon is a financial advisor at The L. Warner Companies, Inc with nine years of industry experience. He holds a Series 65 designation and previously worked for Dixon & Associates for 21 years. Outside of advisory work, he spends approximately 10 hours per week involved in insurance sales. The L. Warner Companies provides discretionary investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans, while also offering consulting and administration services to corporations and non-profits. The firm emphasizes fundamental analysis and diversified portfolios, integrating third-party platforms and providing fiduciary and plan administrative services through a hybrid operating model.

Connor Russ is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Bristol Wealth Group, where he is part of a five-advisor team, and previously was employed at Raymond James Financial Services Advisors, Inc. and Bristol County Savings Bank. Outside of his financial advisory role, he serves as a football official for youth and high school games through the Southeastern MA Football Officials Association. Bristol Wealth Group is a registered investment adviser managing approximately $985.6 million in client assets and serving individuals, trusts, pension plans, charitable organizations, and corporations. The firm provides discretionary wealth management and financial planning, using fundamental analysis to manage tailored portfolios aligned with client objectives and risk tolerances.

Dean Larabee III is a financial advisor at Bristol Wealth Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial and Ricciardi Financial Group. Outside of his advisory role, Larabee serves as chairperson for the Berkley Public Library Building Committee. Bristol Wealth Group is a five-advisor team that provides financial planning and discretionary wealth management to individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm manages nearly $1 billion in client assets using fundamental analysis to construct tailored portfolios and offers ongoing portfolio supervision alongside financial planning.

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.

John Cooney is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently a financial advisor at Great Oak Capital Partners, LLC and also works as a tax preparer with Great Oak Tax Planning, Inc. In addition to his advisory roles, Cooney serves as a Civil Affairs Officer in the United States Army Reserve. Great Oak Capital Partners, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm employs an evidence-based investment approach emphasizing low costs, diversification, and rebalancing, and combines investment advice with access to tax and accounting services through affiliated professionals.

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.

Mark Mcauley is a CFP® with 15 years of industry experience, currently serving at Great Oak Capital Partners, LLC since 2019. He is also president of Great Oak Tax Planning, Inc., a tax preparation firm. Mcauley’s background includes over two decades of involvement in tax services through Great Oak Tax Planning. Great Oak Capital Partners, LLC provides wealth management, financial planning, investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm employs an evidence-based investment approach focused on low costs, diversification, rebalancing, and factor integration, and combines investment advice with access to tax and accounting services through affiliated companies.

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.

Martin Paul is a financial advisor with Bright Futures Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 50 years of industry experience. He has worked with multiple firms, including Cetera Advisors LLC and Silver Oak Securities, Inc. Outside of his advisory role, he serves as a service officer for local veterans' organizations, including VFW Post 2547 and American Legion Post 7 in North Easton, MA. Bright Futures Wealth Management provides portfolio management, financial planning, and pension consulting services to a diverse client base, including individuals, trusts, and retirement plans. The firm employs a variety of investment analysis techniques and offers both discretionary and non-discretionary services.

Louis Ricciardi is a financial advisor at Bristol Wealth Group with 44 years of industry experience. He has held positions at Raymond James Financial and UBS Financial Services before joining Bristol Wealth Group in 2018. Ricciardi serves on multiple nonprofit boards, including the Boys & Girls Club of Metro South, Bridgewater State University Foundation, Massachusetts Maritime Academy Foundation, and the Ricciardi College of Business Advisory Board, and he is the board president of the Taunton Development Corp. Bristol Wealth Group is a five-advisor team that provides financial planning and discretionary wealth management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages portfolios using fundamental analysis and offers ongoing portfolio supervision and periodic reviews tailored to client objectives and risk tolerances.

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.

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.

Joseph Arsenault is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Great Oak Capital Partners, LLC since 2026 and previously spent 18 years at Heritage Financial Services, LLC. Great Oak Capital Partners, LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm follows an evidence-based investment approach focusing on low costs, diversification, and rebalancing, and is affiliated with an accounting and tax services company to offer integrated advice.

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.

William Sylvia Jr. is a CFP® with 19 years of industry experience, currently serving as an advisor at Great Oak Capital Partners, LLC since 2015. He previously worked at LPL Financial and Osaic FS, Inc. Great Oak Capital Partners, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm manages approximately $478 million for about 591 clients, utilizing an Evidence-Based Investment Approach focused on low costs, diversification, rebalancing, and factor exposures.

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.

John Noonan III is a CFP® professional with 21 years of industry experience. He has been with Great Oak Capital Partners, LLC since 2015 and previously worked at Osaic FA, Inc. and Osaic FS, Inc. Great Oak Capital Partners, LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer retirement plans. The firm follows an Evidence-Based Investment Approach emphasizing low costs, diversification, and rebalancing, and integrates tax and accounting services through affiliated professionals.