James Steele is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera Advisors LLC since 2016 and Investors Capital Corporation from 2002 to 2016. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform supported by a large nationwide network of independent advisors.

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, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 Series 66 certification and over eight years of experience in the industry. His prior roles include positions at Columbia Management Investment Distributors, Stratos Wealth Partners, and LPL Financial. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

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 P. Driscoll is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been part of the organization since 1999. He specializes in assisting individuals and families with strategies focused on retirement wealth accumulation, income planning, and legacy wealth transfer. Mr. Driscoll employs a consultative approach that emphasizes investor education and understanding, customizing strategies to match each client's comfort level and financial goals. Mr. Driscoll holds the Chartered Retirement Planning Counselor™ (CRPC) designation and Personal Investment Advisor (PIA) credentials. He earned a Bachelor of Arts degree in Economics from Saint Michael's College in Vermont and studied International Economics, Money & Banking at Richmond College in London, England. He maintains various FINRA registrations, including Series 3, 4, 6, 7, 9, 10, 24, 63, and 65, along with life and health insurance licenses with a focus on long-term healthcare insurance. His global perspective is influenced by his extensive travel and service in the U.S. Peace Corps. In addition to his professional work, Mr. Driscoll supports Parent Project Muscular Dystrophy and has participated in three New York City Marathons to assist the organization. He is also involved with several professional and community organizations, including the Cape Cod Museum of Art, Duxbury Yacht Club, The Dennis Conservation Trust, and the U.S. Peace Corps.

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 at Mass Mutual Investors Services with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Mass Mutual Investors Services since 2017, following previous roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Bradd Cuppels is a financial advisor with UBS Financial Services in Hyannis, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Paul Harney is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including GWFS Equities, Condon Wealth Management, Purshe Kaplan Sterling Investments, and Investment Professionals, Inc. Outside of his advisory role, he is involved with St. Joseph, Guardian of the Holy Family Parish in East Falmouth, MA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform that combines advisory services with other financial offerings.

John Butler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at Cantella And Co., Inc. for 14 years before joining Cambridge in 2022. Outside of his advisory role, he is involved in college planning services in the Hyannis, MA area. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models under the Founders Gate Capital brand as well as access to third-party managers, with a focus on tailoring strategies to client objectives.

Kevin Ducie is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he serves on the Board of Directors for Flower Angels USA and is involved with Cape Kid Meals, contributing to efforts addressing food insecurity on Cape Cod. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Mark Alexander is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years at Investment Professionals, Inc. in the financial sector. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alfred Schofield is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Stifel in 2026, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 through 2026. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Joseph Mcgee is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Advisors, spanning over two decades. He also serves as president of SWE Wealth Management, LLC, a financial services entity providing wealth management support. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party strategies.

John Riley is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports through a centralized consulting team, offering a range of advisory, brokerage, and insurance solutions.

Robert Lewis is a financial advisor with Morgan Stanley in Hyannis, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.