Wingate Wealth Advisors, Inc.

Lianna Deprey is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 66 designation with 10 years of industry experience. She previously worked at Wells Fargo Advisors before joining Wingate Wealth Advisors. Wingate Wealth Advisors is an SEC-registered firm providing investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model, uses both active and passive strategies across model portfolios, and serves clients under discretionary and non-discretionary arrangements.

John Slupski is a Certified Financial Planner (CFP®) with 25 years of experience in the financial services industry. He has been with Wingate Wealth Advisors, Inc. since 2017 and also has a 15-year tenure at East Coast Asset Management, LLC. Wingate Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections and manages client accounts primarily on a discretionary basis.

Christopher Bekel is a CFP® and Series 65 registered advisor with 11 years of industry experience. He has worked at Wingate Wealth Advisors, Inc. since 2017 and has been associated with East Coast Asset Management LLC since 2013. Bekel is based in Lexington, MA. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections, manages over a billion dollars in client assets, and operates on a fee-only basis without accepting third-party compensation.

Gary Pomerantz is a CFP® professional with 22 years of industry experience. He has been with Wingate Wealth Advisors, Inc. since 2017 and also maintains a role at East Coast Asset Management, LLC. Based in Lexington, MA, he is part of a multi-advisor team at Wingate. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process that integrates active and passive fund selections and third-party money managers, managing over a billion dollars in client assets.

Peter Frailey is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Winslow, Evans & Crocker since 2006. Outside of his advisory role, Frailey is involved in financial planning and investment advisory services through Wingate Planning Corp and Wingate Financial Corp. Wingate Wealth Advisors provides investment management and financial planning to individuals, charitable organizations, and retirement plan participants. The firm uses a fee-only model and employs a strategic investment process that blends active and passive strategies through model portfolios tailored to various risk objectives.

Cara Whipkey is a financial advisor with Wingate Wealth Advisors, Inc. in Lexington, MA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She worked at Morgan Stanley from 2015 to 2021 before joining Wingate Wealth Advisors, where she has been since 2021. Wingate Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and retirement-plan participants, managing accounts on both discretionary and non-discretionary bases. The firm employs a strategic investment review process that combines active and passive fund selections and third-party money managers when appropriate, overseeing a multi-advisor practice with over a billion dollars in client assets.

Michael Claveau is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Wingate Wealth Advisors, Inc. since 2022 and previously spent seven years with Boston Hill Advisors, LLC. Wingate Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections and third-party money managers, managing client accounts primarily on a discretionary basis.

Joseph Evangelista is a financial advisor at Wingate Wealth Advisors, Inc. with 25 years of industry experience. He holds Series 65, Series 66, and Series 63 designations and has been affiliated with multiple Wingate entities since 2003. His earlier experience includes work with American Express Financial Advisors Inc. and Ids Life Insurance Company. Evangelista has also been involved with Suffolk University Law School since 1996. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive investment strategies through model portfolios aligned with client objectives.

Carol Khouri is a CFP® professional with 23 years of industry experience. She has been with Wingate Capital Corporation since 2002. Carol holds Series 63 and Series 65 licenses. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process combining active and passive fund selections and manages client accounts primarily on a discretionary basis within a multi-advisor practice.

Jeffrey White is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding the CFP®, ChFC®, and Series 63 designations with 32 years of industry experience. He has worked with related Wingate entities since 1986, including Wingate Capital Corporation and Wingate Financial Corporation. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a client-specific approach with model portfolios ranging from aggressive to conservative and uses a combination of active and passive strategies, emphasizing a fee-only business model without accepting third-party compensation.

Matthew Lasker is a financial advisor at Wingate Wealth Advisors, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been associated with Wingate Capital Corporation and Wingate Financial Group, Inc. since 1999. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process that combines active and passive fund selections and manages client accounts primarily on a discretionary basis within a multi-advisor practice.

Carol Newman is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 65 designation with 12 years of industry experience. She has been with Wingate Wealth Advisors since 2013. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment process combining active and passive fund selections and third-party money managers, managing over a billion dollars in client assets within a multi-advisor practice.

David Khouri is a CFP® and holds a Series 66 designation with nine years of industry experience. He is currently with Wingate Wealth Advisors, Inc. and has previously worked at Schwab Private Client Investment Advisory, Charles Schwab & Co., Inc., McAdam LLC, and Purshe Kaplan Sterling Investments. Wingate Wealth Advisors is an SEC-registered firm that provides investment management and financial planning services to individuals, charitable organizations, and retirement plan participants. The firm employs a fee-only model and combines active and passive strategies within client-specific portfolios, managing the majority of assets on a discretionary basis.

Jason Sikorski is a financial advisor at Wingate Wealth Advisors, Inc. in Lexington, MA, holding a Series 66 designation with five years of industry experience. He has worked at Wingate Wealth Advisors since 2020 and previously held roles at Commonwealth Financial Network and Pioneer Valley Financial Group from 2017 to 2020. Prior to his financial services career, Sikorski worked at Best Buy for nine years. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm employs a strategic investment review process that combines active and passive fund selections and manages client accounts primarily on a discretionary basis.

Teofilo Ferreira is a CFP® professional at Wingate Wealth Advisors, Inc. in Lexington, MA, with 14 years of industry experience. He has been with Wingate Wealth Advisors since 2014. Wingate Wealth Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement-plan participants. The firm combines active and passive fund selections within a strategic investment review process and manages client accounts primarily on a discretionary basis.