James Anthony is a financial advisor at Martha's Vineyard Investment Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Ironworks Investments, Inc. He has been involved with Martha's Vineyard SVGs since 2017. Martha's Vineyard Investment Advisors, LLC provides financial planning, investment management, and wealth management services to individuals, trusts, estates, foundations, corporations, and certain banking or trust entities. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes asset allocation, diversification, and risk-factor exposure, combining proprietary strategies with independent managers and ongoing due diligence.

Philip Nehro is a CFP® professional with 20 years of industry experience, currently with Empirical Asset Management, LLC. His prior experience includes 17 years at First National Advisors LLC and a year at Virtue Capital Management, LLC. Outside of his advisory role, he serves as a board member for the Thomas More Center for Prayer and as president of the board for the Falmouth Preservation Alliance. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using proprietary methodologies and a variety of model strategies constructed from low-cost ETFs, mutual funds, and selected securities.

Brendan Reardon is a financial advisor at Rose Capital Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Russell Investments and Russell Implementation Services Inc. He serves as an informal advisor to Beeken Biomedical and sits on the board of Black Dog Enterprises, a specialty apparel and foodservice company. Rose Capital Advisors provides asset management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a bottom-up fundamental analysis approach combined with technical indicators and manages private fund-of-funds alongside traditional accounts.

Richard Seeley is a CFP® and holds a Series 65 license with 22 years of industry experience. He has been with Pinney & Scofield, Inc. since 2013. The firm provides investment management and financial planning services to individuals, families, trusts, and charitable organizations, serving both non‑HNW and high‑net‑worth clients on a fee‑only, primarily discretionary basis. Pinney & Scofield employs a long‑term, efficient‑markets approach with broadly diversified portfolios that include index and factor mutual funds and ETFs, emphasizing periodic rebalancing over market timing.

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. He joined F.L. Putnam Investment Management Company in 2024 after 18 years at Four Ponds Financial Planning LLC. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and endowments, offering customized investment management and consulting solutions. The firm combines internally managed strategies and third-party managers within a strategic asset allocation framework, with specialized offerings such as Optimized Indexing and tax-aware fixed income.

Courtney Bridge is a financial advisor at Moors & Cabot, Inc. with seven years of industry experience. She has been with Moors & Cabot since 2018 and previously worked in healthcare from 2016 to 2018. Outside of her advisory role, she is a co-owner of a boutique clothing store and serves as a board member for the Bluecoats of Barnstable. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a combination of analytic approaches and offers discretionary and non-discretionary portfolio management alongside fee-based financial planning and consulting services.

Keyana Russ is a CFP® and holds a Series 65 license with four years of industry experience. She is currently an advisor at F.L. Putnam Investment Management Company and previously worked at Four Ponds Financial Planning. Before entering the financial advisory field, she spent seven years at the College of Charleston. F.L. Putnam serves a diverse client base including individuals, institutions, and nonprofits, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with internally managed and third-party strategies across multiple asset classes, and is notable for managing the AOG Institutional Fund and owning Darwin Trust Company.

William Murdoch Jr. is a CFP®-certified financial advisor with Janney Montgomery Scott, where he has worked since 1998, accumulating 42 years of industry experience. He serves as Chair of the Town of Barnstable Trust Fund Advisory Committee in Hyannis, MA, overseeing portfolio review and disbursement recommendations. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

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.

Robert Dunkley is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services LLC and Bank of America N.A., including Merrill. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Ove Asendorf is a financial advisor at Janney Montgomery Scott with three years of industry experience and a Series 66 designation. Prior to joining Janney, he held positions in real estate and hospitality. He serves as a board member of Neighborhood Falmouth, a local nonprofit supporting senior citizens, and is the vice president of BNIK Cape Cod, a business networking group. 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, and institutional clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

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 with two years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company, and he has experience as an insurance broker. Outside of financial services, he has been involved with Artistic Grounds in various capacities. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 one year of industry experience. Prior to joining Janney, he worked at Rockland Trust Company and held positions in various industries including pest control, construction, and commercial fishing. 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 broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and advisory programs.

Ryan Gravina is a CFP® professional with eight years of experience in financial advisory. He is currently affiliated with Steward Partners Investment Advisory, LLC and has prior experience with firms including Northwestern Mutual and Edward Jones. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Nancy Garrison is a CFP® and ChFC® with 38 years of experience in the financial services industry. She is currently associated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company in various capacities since 2015. Outside of her advisory roles, she is involved with Hilton Garrison, LLC, which offers financial planning and related services. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides both brokerage and advisory services, utilizing a range of investment strategies and proprietary 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.

Lynne Clancy is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Glivinski & Associates Inc. for 12 years before joining Janney Montgomery Scott. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a variety of brokerage, financial planning, and advisory programs.