Eric W. Bingham

Mark Schiffenhaus is a CFP® with 20 years of experience in the financial industry. He is the sole advisor at Long Point Wealth Management, LLC, an independent firm he has led since 2021. Prior to founding Long Point, he held roles at Cantella & Co., Inc., Detwiler Fenton Investment Management LLC, Wells Fargo Advisors, and UBS Financial Services. Long Point Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach centered on ETFs and mutual funds, incorporating both fundamental and technical analysis, and uses derivatives and tactical strategies in separately managed accounts. It also offers estate-planning facilitation, including access to a co-branded digital estate planning platform.

Richard Goselin is a financial advisor at GSI Financials, LLC with two years of industry experience. He holds a Series 65 designation and has worked in financial services through his various roles at GSI Consulting and related entities since 1997. In addition to his advisory work, Mr. Goselin is the President and a certified flight instructor at GSI Corp. GSI Financials, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual stocks, and bonds, and offers both discretionary and non-discretionary portfolio management.

Lisa Roberts is a financial advisor with Cetera, holding a Series 66 designation and 34 years of industry experience. She has previously worked at VOYA Financial Advisors and Janney Montgomery Scott. Roberts is also an independent insurance agent specializing in the sales of fixed insurance products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

Jacqueline King is a financial advisor with UBS Financial Services. She holds the Series 66 designation and has three years of industry experience. Her prior work includes roles at Merrill and Grodsky Family. Outside of advising, she is a waitress at The Wellfleet Beachcomber, a restaurant where she has worked since 2013, and she is a 50% owner of Royal Transportation Services, a family livery business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Douglas Shelton III is a financial advisor with Equitable Advisors in Eastham, MA, holding a Series 66 designation and two years of industry experience. He is also a 50% owner and operator of Foreshore LLC, a customizable property care and maintenance business. Prior to his financial services career, he worked in various roles including at Dobbs Peterbilt and Murphy-Hoffman Company. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers multiple advisory programs and access to third-party asset managers, focusing on client risk assessment and tailored investment solutions.

Mark Garvey is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 38 years of industry experience, including over three decades with Prudential Insurance Company of America and its affiliate, Pruco Securities, LLC. Outside of his advisory role, he is involved in non-variable insurance-related business activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven and includes financial planning, access to third-party asset managers, and participation in wrap programs, along with notable services in non-securities products and affiliated insurance agency operations.