BCAS

Bryce Schuler is a CFP® with five years of industry experience currently serving at Baldwin & Clarke Advisory Services (BCAS). His work history includes roles at New England Private Wealth Advisors LLC and American Investment Services, Inc. Outside of his advisory work, he serves as Treasurer and Board Member of the Francestown Village Water Company, a nonprofit organization supplying water to members of Francestown, NH. BCAS serves individuals, families, businesses, charitable organizations, and qualified retirement plans, offering asset management, financial planning, estate and legacy planning, and business continuity services. The firm uses an open-architecture, management-of-managers approach, combining traditional advisory work with digital platforms and specialized services for business owners.

Sean Clarke is a financial advisor at Baldwin & Clarke Advisory Services (BCAS) with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BCAS since 2011, following a 20-year tenure at 1 St Bccw Capital Corp. BCAS serves individuals, families, businesses, charitable organizations, and qualified retirement plans, offering asset management, financial planning, estate and legacy planning, business continuity and exit planning, and Calculation of Value reports. The firm employs an open-architecture, management-of-managers approach with both discretionary and non-discretionary portfolio management and provides additional services such as structured-note-only portfolios and a digital WealthDirect platform.

Noah Kabbara is a financial advisor at Baldwin & Clarke Advisory Services (BCAS) with a Series 65 designation and 10 years of industry experience. He has been with BCAS since 2013 and is also involved in managing a driving range business. BCAS serves individuals, families, businesses, charitable organizations, and qualified retirement plans, offering asset management, financial planning, estate and legacy planning, and business continuity services. The firm uses an open-architecture, management-of-managers approach and provides a broad range of services including exit planning and digital wealth management.

Scott Lavalley is a financial advisor with BCAS, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. He has previously worked at Osaic Wealth, Inc. and Lincoln Financial Securities Corporation. In addition to his advisory role, Lavalley manages a general agency offering life and health insurance products and provides valuation services for closely held businesses as a Certified Valuation Analyst. BCAS serves individuals, families, businesses, charitable organizations, and qualified retirement plans with a range of services including asset management, comprehensive financial and estate planning, business continuity and exit planning, and Calculation of Value reports. The firm employs an open-architecture, management-of-managers investment approach and maintains a substantial portion of client-directed, non-discretionary assets under management.

Laura Robitaille is a financial advisor at Baldwin & Clarke Advisory Services (BCAS) with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with BCAS since 1992. Outside of her advisory role, she is involved in retail sales at Home Depot, focusing on customer service and order management. BCAS serves individuals, families, businesses, charitable organizations, and qualified retirement plans with services including asset management, comprehensive financial planning, estate and legacy planning, and business continuity and exit planning. The firm uses an open-architecture, management-of-managers approach and emphasizes non-discretionary client relationships alongside a broad range of services for business owners.

Charles Baldwin is a ChFC® credentialed financial advisor with 34 years of industry experience. He is affiliated with BCAS and has held roles at Guardian Life Insurance Company, 1st BCCW Capital Corp., and several Baldwin & Clarke entities since 1971. Baldwin serves as a board trustee and finance and investment committee member of the Crotched Mountain Foundation, a charitable organization, where he volunteers without compensation. BCAS serves individuals, families, businesses, charitable organizations, and qualified retirement plans with services including asset management, financial planning, estate and legacy planning, and business continuity and exit planning. The firm uses an open-architecture, management-of-managers investment approach and emphasizes non-discretionary client relationships alongside a broad suite of services for business owners and multigenerational planning.

John Clarke Jr. is a financial advisor with BCAS who holds a Series 63 designation and has 41 years of industry experience. He has worked extensively with Baldwin & Clarke entities since 1976 and spent 25 years at Bccw Capital Corp. Outside of advising, he is involved in renewable energy as chairman of Homeland Renewable Energy, LLC, and manages a farming operation, Clarke Farm, in Epping, NH. BCAS serves individuals, families, businesses, charitable organizations, and qualified retirement plans, offering asset management, financial planning, estate and legacy planning, business continuity and exit planning, and Calculation of Value reports. The firm employs an open-architecture, management-of-managers investment approach with a focus on non-discretionary client relationships and specialized services for business owners.