Thomas Juster is a CFP® professional with 11 years of industry experience, currently serving at Martha's Vineyard Investment Advisors, LLC since 2019. He is also the owner of a retail business through Slate LLC, an unrelated non-investment activity. 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 employs a Modern Portfolio Theory-based investment approach and offers both discretionary portfolio management and consulting services, supported by an affiliation with Martha's Vineyard Savings Bank.

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® 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.

Courtney Bridge is a financial advisor at Moors & Cabot, Inc. with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Moors & Cabot since 2018. Prior to that, she was employed in the healthcare sector at Cape Cod HealthcaRE from 2016 to 2018. Bridge is also co-owner of a boutique clothing store and serves as a board member for the Bluecoats of Barnstable. Moors & Cabot serves a diverse client base, including retail and high-net-worth individuals, corporations, and various institutional clients, offering investment management, financial planning, and consulting services. The firm provides tailored portfolio strategies and combines advisory services with broker-dealer and insurance activities.

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.

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 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.

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.