SHP Wealth Management, LLC

Raphael Hanna is a financial advisor at SHP Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Burbank Wealth Management and Wells Fargo Advisors Financial Network. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach combines fundamental and cyclical analysis with modern portfolio theory and maintains a long-term trading orientation, tailoring strategies to client risk profiles and time horizons.

Aidan Arone is a CFP® with one year of industry experience, currently serving as a financial advisor at SHP Wealth Management, LLC. His background 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 subadvisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm uses a disciplined investment process combining fundamental and cyclical analysis with modern portfolio theory and maintains customized Investment Policy Statements for all clients.

Michael Guthrie is a financial advisor at SHP Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Wealth Management Company and Russell Investments. SHP Wealth Management provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm’s investment approach combines fundamental and cyclical analysis with modern portfolio theory, tailoring strategies to client risk profiles and time horizons.

Zachary Perkins is a CFA® charterholder with seven years of industry experience. He is currently with SHP Wealth Management, LLC and SHP Financial, having joined both firms in 2025. His prior experience includes roles at Eaton Vance Distributors, Inc. and Morgan Stanley. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs fundamental and cyclical analysis alongside modern portfolio theory within a documented investment policy framework and offers tailored model portfolios for third-party advisers.

Natalia Manning is a financial advisor at SHP Wealth Management, LLC with 18 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for 13 years. Outside of her advisory role, she has worked as a retail sales associate at Lululemon. SHP Wealth Management provides portfolio management, financial planning, pension consulting, educational seminars, and subadvisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental and cyclical analysis alongside modern portfolio theory, tailoring investment strategies to client risk profiles and time horizons.

Bradley Parillo is a financial advisor at SHP Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at NYLife Securities LLC, New York Life Insurance Company, Florida Financial Advisors, and Cornerstone Financial Group, LLC. Parillo’s background includes roles spanning financial services and education. SHP Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes fundamental and cyclical analysis combined with modern portfolio theory in developing tailored investment strategies documented through Investment Policy Statements.

Derek Gregoire is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 credential and 11 years of industry experience. He has held roles at several firms, including Nationwide Investment Solutions and Gregoire & Associates, LLC, and is involved in marketing services through PaxCam Marketing. Gregoire also participates in insurance sales as an owner of SHP Financial and collaborates with an estate planning attorney on mutual clients. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and related services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a disciplined investment process incorporating fundamental and cyclical analysis, modern portfolio theory, and long-term trading orientation, and maintains a significant subadvisory and model-portfolio business serving other registered investment advisers.

Jonathan Morrison is a Series 66-licensed financial advisor with SHP Wealth Management, LLC in Plymouth, MA, and has two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and The Wealth Transition Collective. Outside of finance, he coaches a 14-and-under baseball team with Rams Baseball Club. SHP Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm uses a combination of fundamental and cyclical analysis with modern portfolio theory and maintains tailored investment strategies documented through client-specific Investment Policy Statements.

Chase Reardon is a financial advisor at SHP Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at several firms including CommonWealth Financial Network and Middlesex Savings Bank. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach combines fundamental and cyclical analysis with modern portfolio theory and a long-term trading orientation, tailoring strategies to client risk profiles and time horizons.

Nicholas Nelson is a financial advisor at SHP Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with SHP Wealth Management since 2016. Prior to that, he held roles at Quail Financial Group, Princor Financial Services Corporation, and Principal Life Insurance Company. He is also active as an insurance agent through SHP Financial. SHP Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations by providing portfolio management, financial planning, pension consulting, and educational seminars. The firm employs a disciplined investment process combining fundamental and cyclical analysis with modern portfolio theory and maintains customized Investment Policy Statements for clients.

Rafael Reyes is a financial advisor at SHP Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Adviser Investments and Waddell & Reed Financial Advisors. Outside of advisory work, he is also an insurance agent at SHP Financial, where he sells and services life insurance and fixed annuities. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a combination of fundamental and cyclical analysis with modern portfolio theory to develop investment strategies tailored to client risk profiles and time horizons.

Anthony Finocchiaro is a financial advisor at SHP Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at SHP Wealth Management and SHP Financial since 2019, with previous roles at Pinnacle Private Wealth, MassPay, and F&B Produce. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and subadvisory services to a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm employs a disciplined investment process combining fundamental and cyclical analysis with modern portfolio theory, and it tailors model portfolios for third-party advisers.

Paul Kittredge is a financial advisor at SHP Wealth Management, LLC in Plymouth, MA, holding a Series 65 designation. He has been with SHP Financial and SHP Wealth Management since 2021. Outside of his advisory role, he is also licensed as an insurance agent, focusing on annuity and life insurance sales. SHP Wealth Management provides portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach combines fundamental and cyclical analysis with modern portfolio theory and a long-term trading orientation, tailoring strategies to client risk profiles and time horizons.

Marci Lucier is a financial advisor with SHP Wealth Management, LLC in Plymouth, MA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has previously worked at Oracle America and APTTUS Corporation. Outside of finance, she coaches adult competitive water rowing at the Duxbury Bay Maritime School. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach combines fundamental and cyclical analysis with modern portfolio theory and maintains documented client risk profiles and time horizons, reviewing accounts at least quarterly.

Jack Bettle is a financial advisor at SHP Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining SHP Wealth Management, he worked at Fidelity Investments for three years. SHP Wealth Management offers portfolio management, financial planning, pension consulting, and subadvisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm emphasizes fundamental and cyclical analysis combined with modern portfolio theory and maintains a long-term trading orientation.