Wealth Management Resources, Inc.

Todd Casazza is a CFP® with 18 years of experience in the financial services industry. He is currently with Wealth Management Resources, Inc. and has previously worked at Purshe Kaplan Sterling Investments, TD Ameritrade, and Charles Schwab. Casazza serves as Board President of the Smithfield Girl's Softball League, a nonprofit organization. Wealth Management Resources, Inc. provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm customizes investment strategies using diversified asset-class mixes and exchange-traded funds, and offers plan advisory and education seminars for employer-sponsored retirement plans.

Arthur Everly is a financial advisor at Wealth Management Resources, Inc. with 45 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to his current role, he was involved with Wealth Management Realty Partners, LLC for 18 years. He serves on the board of directors for the Partnership to Reduce Cancer in Rhode Island. Wealth Management Resources serves a diverse client base including individuals, pension plans, trusts, estates, charities, and corporate entities. The firm provides discretionary portfolio management and financial planning, focusing on customized portfolios with diversified asset-class mixes and exchange-traded funds.

Scott Everly is a financial advisor at Wealth Management Resources, Inc. with 10 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Purshe Kaplan Sterling Investments and Wealth Management Resources, where he has provided financial advice since 2015. Wealth Management Resources serves a range of clients including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers discretionary portfolio management through Schwab and SEI platforms, with investment strategies focused on diversified asset-class mixes and exchange-traded funds, alongside financial planning and retirement plan advisory services.

Christopher Di Petrillo is a CFP® professional at Wealth Management Resources, Inc. in Smithfield, RI, with four years of industry experience. Prior to joining the firm, he worked at Wheaton College and Ponaganset High School. Wealth Management Resources serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm provides discretionary portfolio management with a focus on diversified asset-class mixes and exchange-traded funds, along with financial planning and participant education services.

Kevin Worthley is a CFP® with 26 years of industry experience and has been with Wealth Management Resources, Inc. since 2013. He holds the Series 66 designation and works from Smithfield, RI. Outside of advising, Worthley writes personal finance articles for local media, teaches yoga, and coaches new fiction writers. Wealth Management Resources serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary portfolio management using Schwab and SEI platforms, emphasizing diversified asset-class mixes and ETF-based portfolios, along with financial planning and participant education services.

Jeremy Lawton is a financial advisor with Wealth Management Resources, Inc., holding the ChFC® designation and a Series 65 license. He has three years of industry experience and previously worked at Roger Williams University and The Colony Group. Lawton is also a licensed life insurance agent and serves on the board of directors for a charitable organization focused on cancer reduction in Rhode Island. Wealth Management Resources serves a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary portfolio management with customized and model portfolios emphasizing diversified asset classes and ETFs, alongside financial planning and retirement plan advisory services.