Calan Philbrook is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2009, accumulating 16 years of industry experience. In addition to his advisory role, he contributes as an engineer at Javawood, a composites manufacturing startup, focusing on product design and development without currently taking income from the business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of advisors and branches.

George Woerdeman IV is a CFP® professional with over 42 years of industry experience. He has been with Ameriprise since 1983, including his current role since 2020. Woerdeman is also the owner and CEO of Southcoast Strategies LLC, an LLC that supports his financial advising practice. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Thomas Madden is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC and Stifel, Nicolaus & Company, Inc. Outside of his advisory work, Madden serves as a Providence College Class Ambassador and participates on the Cummaquid Golf Club Bereavement Committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports clients through a broad multi-advisor network, with notable municipal and public-finance capabilities.

Silas Atsalis is a financial advisor with LPL Financial in Centerville, MA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Andrew Ball is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and with nine years of industry experience. His prior roles include positions at Citizens Securities, Edward Jones, Bank of America, and Merrill. Outside of his advisory work, he serves as the head coach for the Cambridge Rindge and Latin Varsity Boys Ice Hockey Team. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jason Rogers is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Portfolios Financial Services and MML Investors Services. Rogers is also involved in several fixed life and annuity sales businesses. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and managed portfolio programs. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Timothy Quill is a financial advisor with LPL Financial in Falmouth, MA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been associated with Rockland Trust Company and LPL Financial since 2009. His background includes roles involving non-variable insurance sales and relationship management within trust and wealth management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by a large network of advisors and extensive operational tools.

William Mccann is a Series 66-registered financial advisor with Wells Fargo Clearing, where he has worked since 2016. He has 28 years of industry experience. Outside of his advisory role, he holds power of attorney responsibilities for a family member. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics from its Investment Institute alongside third-party data to evaluate investment options primarily within custodian platforms.

Evelina Fitzgerald is a financial advisor with J.P. Morgan Securities in Falmouth, MA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at TD Bank, Bank of America, Merrill Lynch, and a decade at Harvest Development. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research supported by a centralized manager solutions team.

James Steele is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliates since 2016, with prior experience at Investors Capital Corp. and Eastern Point Advisors Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Kerry Falco is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held roles at Morgan Stanley since 2019 and previously worked at Weston Financial Group, Inc. and Weston Securities Corporation for over three decades. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and structured financial planning services supported by firm-approved tools and models.

Albert Makkay is a CFP®-certified financial advisor with 22 years of industry experience. He currently works at Ameriprise Financial Services LLC and previously spent 15 years at Janney Montgomery Scott. Outside of his advisory role, he serves on the board of the Osterville Village Association and the Foundation for the Advancement of Catholic Education, and is involved with the Osterville Men's Club membership committee. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Shawna Lockley is a financial advisor with Wells Fargo Clearing in Hyannis, MA, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at OSAIC Institutions, INC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Lindsay Hixon is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2014, concurrently with Bank of America since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Wilson is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 38 years of experience in financial advising. She leads the Moore Wilson Gierlich & Assoc team, focusing on developing long-term professional relationships with clients and their families to help achieve their financial goals. Susan specializes in areas including college education planning, family wealth management strategies, retirement planning, portfolio management, socially responsible investing, and tax minimization. Her approach involves creating customized financial roadmaps using advanced probability planning software, collaborating with clients' tax advisors and estate attorneys to develop strategies that address wealth growth, longevity risks, and healthcare costs. Susan particularly understands the complexities faced by professionals managing careers alongside family responsibilities, and she offers personalized advice tailored to these circumstances. Susan holds a Bachelor of Science degree in Business Administration from Elmira College and has earned the Certified Private Wealth Advisor® and Personal Investment Advisor designations. She is the co-founder and past president of North Shore Women for H.O.P.E, a nonprofit supporting Esperanza Academy, a tuition-free school for underprivileged girls. Outside of her professional work, Susan enjoys sailing, traveling, gardening, and spending time with her family.

Geoffrey Morrissey is a financial advisor at Ameriprise with a Series 66 designation and over eight years of industry experience. His prior roles include positions at Columbia Management Investment Distributors, Inc., Stratos Wealth Partners, LTD, and LPL Financial LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning through written Recommendation Reports and collaborative implementation with advisors.

Leo Connolly is a financial advisor at Edward Jones with 41 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Driscoll is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Bank of America, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. He is based in Hyannis, MA. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Gardiner is a financial advisor with UBS Financial Services in West Yarmouth, MA, holding Series 63 and Series 66 licenses and having 26 years of industry experience, all with UBS since 2000. He serves on the Town of Yarmouth Finance Committee, assisting with budgeting for various town departments and making recommendations to the town selectmen. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines wealth management with institutional trading capabilities and delivers advisory services supported by proprietary research and model-based asset allocation.

Scott Barker is a financial advisor with Mass Mutual Investors Services in Osterville, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Metlife Securities, Mariner, New England Securities, Barker Wealth Management, LPL Financial, and Walkey Financial Services. Barker has been with Mass Mutual Investors Services since 2017 and associated with Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars, using firm-approved analytical tools and collaborative annual planning relationships.