Deborah Campbell is a Series 66-registered financial advisor at Cetera with 21 years of industry experience. She is president and sole shareholder of Campbell Financial Services, Inc., where she provides tax preparation, consulting, bookkeeping, accounting, and financial planning services. She also serves as a trustee for Team North Street Realty Trust, overseeing the operations and financial management of a rental property. Cetera Investment Advisers LLC is a multi-manager platform that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through its network of independent advisors, supported by a variety of program structures and third-party managers.

Laurie Goddard is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 38 years of industry experience. She has worked at Cetera and its related entities since 2013 and previously operated Goddard Financial Strategies for over three decades. Outside of her advisory work, she is also an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a variety of portfolio management and financial planning services through a large network of independent advisors. The firm utilizes a multi-manager platform with access to affiliated and unaffiliated third-party managers, supporting discretionary and non-discretionary investment options.

Anthony Schena is a financial advisor with UBS Financial Services in Plymouth, MA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Crystal Knowlton is a financial advisor with Morgan Stanley in Hyannis, MA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client decision-making.

David Whiting is a CFP® professional with 40 years of experience in the financial services industry. He has been with LPL Financial since 1994. Whiting serves as treasurer for the Tom C. Siever Charitable Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisers.

Jonathan Eitas is a financial advisor with Cetera and holds the Series 63 and Series 66 designations. He has 20 years of industry experience and has worked at firms including Franklin Templeton and Kovack Advisors. Since 2021, he has been involved with BAKER & EITAS Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

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.

Steven Tenaglia is a financial advisor with UBS Financial Services in Hyannis, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 1988. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Derek Gage is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2007, following positions at Ryan Beck & Co., Raymond James Financial Services, and UBS Financial Services. Outside of his advisory role, he serves on the board of directors for the charitable organization Wicked Good Cause and is a member of the Junior Tennis Committee at the Duxbury Yacht Club. Stifel serves a diverse client base including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses intended as a basis for client decisions.

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.

Leo Leydon is a financial advisor with Financial Focus Asset Management, Inc. in Plymouth, MA, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Financial Focus Advisory Services, LLC and Financial Focus Asset Management, Inc. since 2002. Financial Focus Asset Management, Inc. is an independent firm that provides investment advisory services along with tax, business, and accounting advice through its affiliated entity, Financial Focus Advisory Services.