John Riley is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Ameriprise since 2020 and previously was employed at Wells Fargo Clearing from 2016 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice. The firm’s approach incorporates investment research, third-party data, and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security claiming options.

Sarah Laird is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC. In addition to her advisory role, she is an associate with Lightship Capital Management, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses a variety of analytical tools to support client goals across a large advisor network.

Christopher Fredo is a financial advisor at Cetera with 23 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at New York Life and Eagle Strategies. Outside of his advisory work, Fredo serves as a head hockey coach at Saint John Paul II High School and is a board member of the Barnstable Youth Hockey Association. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers, with over 10,000 advisors and more than $256 billion in assets under management.

Robert Blasche is a financial advisor at Edward Jones in Hyannis, MA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Affinivax Inc and Veolia Environmental. He serves as a board member of the Rolling Ridge Farm Homeowners Association, participating in neighborhood volunteer activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jonathan Laird is a CFP® professional with 31 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. Prior to this, he held positions at Wells Fargo Advisors Financial Network LLC and Prudential Equity Group, LLC. Outside of his advisory role, he is the CEO of Lightshp Capital Management, a support company contracted with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a broad network of advisors and affiliated firms.

Robert Areano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Robert earned an Associate's Degree from Massachusetts Bay College. His expertise focuses on wealth management and investment advisory services within the financial sector.

Todd Drummey is a CFP® with 31 years of industry experience, currently serving at OSAIC since 2023. He previously worked at SagePoint Financial, Inc. and operated his own financial planning practice under his name. Outside of his advisory role, Drummey volunteers as a committee member for the Boy Scout Troop 42 endowment fund, serves as a trustee for the DELD Family Foundation, and is a director of the Midway Trap & Skeet Club of Falmouth. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with model-based asset allocation and portfolio optimization tools.

Simion Procopenco is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at Webster Bank, Infinex Investments, and Cape Cod Five Cents Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Katherine Cleary is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Hyannis, MA. She joined Merrill Lynch in 2016 and is a member of The Driscoll Group, focusing on providing a goals-based wealth management approach to select individuals, families, and businesses. Katherine works to build solid client relationships to understand personal needs and financial goals, delivering customized and consistent financial guidance beyond portfolio management. Katherine holds a Bachelor of Science degree in Finance and Economics from Plymouth State University, graduating Magna Cum Laude. She has earned the CERTIFIED FINANCIAL PLANNER™ certification certified by the CFP® Board, as well as the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Her experience includes prior insurance industry work through an internship at Lloyd's of London in Chicago. Her client focus areas include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Katherine's personal interests include biking, boating, fishing, gardening, hiking, horseback riding, skiing, spending time with family, traveling, and yoga.

Kathleen Anderson is a financial advisor with Sage Wealth Advisors LLC in Marion, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked as a Certified Financial Planner since 2000 and has been affiliated with Investors Capital Corp. since 1997. Outside of advisory services, she also sells term insurance through a national brokerage. Sage Wealth Advisors is a fee-only registered investment adviser serving individuals, families, trusts, estates, and small businesses with comprehensive wealth management and financial planning. The firm uses a multi-model allocation approach combining passive and active investments, emphasizing ongoing communication and operating under strict fee-only policies.