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.

Philip Mondeau is a financial advisor at Edward Jones with six years of industry experience. He previously worked at Raymond James & Associates, Inc/Carillon Fund Distributors, Inc. from 2021 to 2025 and has been with Edward Jones since 2015, aside from a brief recent hiatus. Outside of his advisory role, he has held positions in retail, including sales associate at Larson's Ski & Sport and produce associate at Sprouts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Mary Angel Coelho is a financial advisor at Cambridge Investment Research Advisors with 41 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Cambridge in 2009, she was associated with Coelho & Callahan for 34 years. Outside of advising, she is involved in property management and owns a tax services business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies tailored to client objectives.

Philip Chandler is a financial advisor with Raymond James Financial in Plymouth, MA, holding a Series 66 designation and 19 years of industry experience. Prior to joining Raymond James in 2019, he worked at Gage Wiley for seven years and has been involved with SEA 5 Ventures LLC since 1999. He is a member of a real estate LLC that owns the building housing his office. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and risk-profiling tools and supports both municipal advisory work and innovative employer retirement plan services.

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.

Christopher Wiklund is a financial advisor at Edward Jones in Plymouth, MA, holding a Series 66 designation. He has been in the industry since 2023, previously working at The Peters Group and Living Independently Forever Inc. He serves as Treasurer for Taking People Places, a nonprofit organization, attending and participating in board meetings and supporting new member onboarding. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches. The firm offers a range of advisory programs and investment strategies operating under a fiduciary standard.

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.

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.

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.

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.

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.

John Eggers is a financial advisor with LPL Financial in Plymouth, MA, holding Series 63 and 66 credentials and bringing 29 years of industry experience. Prior to joining LPL Financial in 2019, he worked for Horace Mann Investors, Inc. for 12 years. Outside of his advisory role, he is involved in insurance through MTS Insurance, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Scott Swaylik is a financial advisor with Morgan Stanley in Hyannis, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Swaylik serves as a board member for the Osterville Anglers Club, a private fishing club that organizes tournaments for its members. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and broad investment offerings while acting primarily in an advisory capacity.

Vera Nigmatullina is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously at The Cooperative Bank of Cape Cod from 2013 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that emphasize structured planning conversations without individual security recommendations in standalone planning.