Richard Seeley is a CFP® with 22 years of experience in the financial industry. He is currently with Pinney & Scofield, Inc., where he has worked since 2013, and has prior experience at firms including WS Securities Inc and American Investment Services Inc. Pinney & Scofield provides investment management and financial planning services to individuals, families, trusts, and charitable organizations, serving both non-high-net-worth and high-net-worth clients on a fee-only, primarily discretionary basis. The firm employs a long-term, efficient-markets approach, building diversified portfolios with index and factor mutual funds and ETFs, and manages approximately $858.7 million in discretionary assets.

Robert Barry Jr. is a financial advisor at Founders Financial Securities LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Barry has worked at Barry and Campagna Financial Services, Inc. and Founders Financial Securities since 2013. Outside of his advisory role, he is involved in the sale and review of personal and commercial property and casualty insurance products. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and insurance services, utilizing a variety of advisory platforms and third-party asset managers.

David Mcpherson is a CFP® with 19 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2024. Prior to this, he spent 18 years with Four Ponds Financial Planning LLC. F.L. Putnam serves a diverse client base including individuals, families, and institutions, providing customized, team-based investment management and advisory services across multiple asset classes. The firm incorporates internally managed strategies and third-party managers, offering options such as sustainable investing and tax-aware rebalancing.

Keyana Russ is a CFP® professional with five years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2024. Her prior experience includes roles at Four Ponds Financial Planning and a seven-year tenure at the College of Charleston. F.L. Putnam Investment Management Company serves a diverse client base including individuals, families, and institutions. The firm employs a team-based, customized investment approach utilizing internally managed strategies and third-party managers across various asset classes, with options for sustainable investing and tax-aware rebalancing.

Louise Sharp is a financial advisor at Commonwealth Financial Network with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Commonwealth since 2002. Since 2007, she has also been affiliated with Sharp & Linhart Financial Strategies. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Ove Asendorf is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and three years of industry experience. He has worked at Janney Montgomery Scott since 2022 and previously held roles in real estate and hospitality. He serves as a board member of Neighborhood Falmouth, a local nonprofit supporting senior citizens, and as Vice President of BNIK Cape Cod, a business networking group. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Matthew Keeling is a CFP® with 29 years of industry experience, currently serving at Commonwealth Financial Network since 1996. He is also the owner and president of Keeling Financial Strategies, Inc., a private entity supporting his securities, investment advisory, and insurance business. He is based in Mashpee, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides various advisory programs and comprehensive back-office services, including operations, trading, technology, investment management, compliance, and practice management support.

Brandon Todd is a financial advisor with Eagle Strategies (NY Life) in Mashpee, MA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Nylife Securities LLC, New York Life Insurance Company, and Artistic Grounds. He is also appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple programs tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Brendan Geggatt is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has 15 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. He also operates Orchard Financial Strategies & Insurance Services, a business involved in brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and manages a substantial portion of assets on a non-discretionary basis through a variety of program types linked to insurance and annuity products.

Owen Linehan is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. His background includes roles outside finance such as positions in pest control, construction, commercial fishing, and various retail and food service jobs. Janney Montgomery Scott LLC is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele with brokerage, financial planning, consulting, and advisory programs, offering both in-house and third-party managed investment solutions.

Nancy Garrison is a CFP® and ChFC® with 39 years of experience in financial advising. She is currently with Guardian Life and Park Avenue Securities, where she has worked since 2015. Prior to that, she held roles at Eagle Strategies, Northwestern Mutual Investment Management, and 1st Global Advisors. She also operates Hilton Garrison LLC, a separate financial planning and insurance services business. Nancy is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party investment programs.

Christopher Marvin is a financial advisor with Mariner, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously spent 14 years with Forte Capital LLC before joining Mariner in 2025. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and it provides integrated tax and administrative capabilities uncommon among large advisory firms.

Reid Quattlebaum is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 designation and has worked at firms including LPL Financial, Martha's Vineyard Bank, and Wilmington Trust. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, employing various implementation options such as ETFs, mutual funds, and separate accounts.

Janet Chadie is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has been with Janney Montgomery Scott since 2007. Outside of her advisory role, she manages a rental property in Florida. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and offers diverse brokerage and advisory services through in-house and third-party portfolio management.

Brooks Bartlett Sr. is a financial advisor at Commonwealth Financial Network with 49 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Commonwealth since 2016. Bartlett also has concurrent roles at Kansas City Life and Sunset Financial Services dating back to 2011. Outside of advisory work, he sells fixed insurance products under the business Keeling Financial Strategies, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad range of managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Amy Kates is a Certified Financial Planner® with 37 years of industry experience, currently affiliated with Eagle Strategies (New York Life). She has been associated with Eagle Strategies since 2009 and has operated Kates Financial & Insurance Strategies since 2013. Her background includes a long tenure with New York Life and its related entities dating back to 1988. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kathleen Landrigan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020 and has been with Bankers Life entities since 2021. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Melissa Ferro is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2016. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Tracy Higgins is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Merrill and Merrill Lynch, Pierce, Fenner and Smith since 1996. Outside of her advisory role, she serves as a power of attorney for a separate entity based in Mashpee, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Franzago is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior work includes roles at Royal Alliance, Citizens Securities, Inc., and Santander Securities LLC. He serves as a director of the Dennis Chamber of Commerce, participating in board meetings and local events. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.