Anca Dehelean is a financial advisor at OSAIC Institutions, INC. with 11 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Cape Cod Five Cents Savings Bank since 2017, Infinex Investments, Inc. since 2017, Janney Montgomery Scott LLC from 2015 to 2017, and TD Private Client Wealth LLC in 2015. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

John Davidson is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Cape Cod Five Savings Bank and Infinex Investments, Inc. for the past 15 years. In addition to his advisory role, Davidson serves as a banking-investment executive at Cape Cod Five Savings Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.