Jane Bourette is a financial advisor at Motiv8 Investments LLC with 16 years of industry experience. She holds a Series 65 designation and has worked at multiple firms, including Coast to Coast Financial Planning, LLC and Jwkodak Capital Management. Outside of advising, she is licensed to sell insurance and annuity products and is a licensed real estate salesperson for referral purposes. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm emphasizes tailored advice based on client goals and risk tolerance, utilizing a range of analytical methods and investment strategies.

Mark Sperry is a financial advisor at Wellington Shields & Co., LLC with 40 years of industry experience. He has been with Wellington Shields since 2009 and holds Series 63 and Series 65 licenses. In addition to his advisory role, he serves as a portfolio manager at Wellington Shields Capital Management. Wellington Shields & Co. provides discretionary and non-discretionary portfolio management and brokerage services to individuals, corporations, trusts, pension and profit-sharing plans, and institutional clients. The firm manages approximately $470.9 million across about 514 client relationships, employing a variety of investment methods and offering both advisory and brokerage account options.

Barbara Reed is an investment advisor with Flagship Wealth Advisors, LLC, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at OSAIC since 2010 and has operated Reed Financial Group since 2009. Outside of her advisory role, Reed serves as a board member of The Chatham Music Club, a nonprofit organization that promotes classical music performances and provides scholarships for students. Flagship Wealth Advisors serves individuals, high-net-worth households, trusts, estates, corporations, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes long-term asset allocation using mutual funds and ETFs, with regular account reviews and a comprehensive investment approach incorporating both advisor-managed and model portfolios.

Christopher Dupee is a financial advisor at Pearson Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at Pearson Financial since 2009. In addition to his advisory role, he is a certified public accountant providing accounting and tax services. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for about 500 clients, including high-net-worth individuals and families. The firm offers non-discretionary asset allocation, portfolio management, and integrated retirement, tax, and estate planning through a customized, consultative process.

Debra Coccoro is a financial advisor with Pearson Financial Services in Dennis, MA, holding 11 years of industry experience. She has operated the Law Office of Debra Coccoro since 2016. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for around 500 clients, serving individuals and families including high-net-worth clients. The firm offers non-discretionary asset allocation, portfolio management, and integrated retirement, tax, and estate planning through a customized, consultative process.

I grew up watching my parents pour everything they had into building small businesses from the ground up. Their work ethic was unmatched. But despite all their success, true financial security always seemed just out of reach. The missing piece? A cohesive plan to tie it all together. That stuck with me. It’s why I chose this path - to help people like my parents turn years of hard work into lasting peace of mind. It’s work that’s deeply meaningful to me, and one of the best decisions I’ve ever made. I partner with clients to turn complex financial questions into clear, actionable strategies—especially around retirement timing, income planning, and tax efficiency. The goal isn’t just to create a plan, but to help you make confident decisions at every stage of life. Whether you are mid-career, nearing retirement, or just looking for a clearer path forward, I offer calm, objective guidance to help you move ahead with confidence. I especially enjoy working with Gen X professionals who are feeling the pressure of catching up—and are ready to take action. If you’re motivated to close the gap and build a secure, flexible future, we’re probably a strong fit.

Spencer Larson is a financial advisor at B. Riley Wealth Advisors, Inc. with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Moors & Cabot and National Securities Corporation. Larson is also involved in fixed insurance sales through B. Riley Wealth Insurance Corporation. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets across 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions.

Susan Lemieux is an advisor with B. Riley Wealth Advisors, Inc. She holds Series 63 and Series 65 credentials and has 12 years of industry experience. Prior to her current role, she worked at National Securities Corporation and has been with B. Riley Wealth Advisors and its related entities since 2015. Outside of her advisory work, Lemieux volunteers as a financial empowerment volunteer for a women's resource center. B. Riley Wealth Advisors provides investment advice and portfolio management to a broad client base, including individual investors, pension plans, trusts, and charitable organizations. The firm employs multiple investment programs and manages over $4 billion in client assets through a team of approximately 173 advisors.

Patrick Phelan is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has 11 years of industry experience, including roles at White Cap Financial and NYLIFE Securities LLC. Phelan serves as a board member for both the Estate Planning Council of Cape Cod and Cape Cod Young Professionals, where he is treasurer. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Edward Benz Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with Commonwealth since 1995 and has led Benz Financial Services, Inc. as sole owner and president since 1996. Outside his advisory work, he is co-owner and manager of a private entity that owns an office building. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operational support, technology, investment management, and compliance resources while enabling advisors to construct portfolios from a broad range of securities and insurance products.

Ryan La Coe is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation. Prior to joining Commonwealth, he worked at Benz Financial Group and Interactive Brokers, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Jordan Traub is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He previously worked at Merrill from 2016 to 2018 before joining Commonwealth in 2018. Outside of his advisory role, Traub is involved in fixed insurance sales as an agent under the business name Benz Financial Services, 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 their clients. The firm offers a broad platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Marie Ellen Sparks is a financial advisor at Empower Advisory Group with 13 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Putnam Investments and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm offers an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Peter Gaines is a ChFC® credentialed financial advisor with 46 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2016 and previously worked at Osaic FA, Inc. from 2006 to 2016. Gaines serves as a co-auditor on the board of the Monomoy Yacht Club, a nonprofit organization in Chatham, MA, and is active on the local Cemetery Commission. Integrated Wealth Concepts LLC supports individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party managers.

David Merrigan is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 23 years of industry experience. He has been with Commonwealth since 2002 and is also a co-owner and attorney at Merrigan & Merrigan, a law practice specializing in exit planning and tax preparation. Outside of his advisory and legal work, he serves as a high school football referee. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office services, including investment management, compliance, and technology support, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

Bryan Vanas is a financial advisor with Oppenheimer, holding a Series 63 credential and bringing 39 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he serves as a trustee for his mother’s trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of investment and retirement services across equity, balanced, and fixed-income portfolios, with both discretionary and non-discretionary management options.

Samuel Watson is a financial advisor at Osaic Institutions, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 14 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Citizens Securities, Inc., and Metlife Securities, Inc. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments and lending solutions, operating a hybrid adviser and broker-dealer structure.

Christian Pavlakis is a financial advisor at OSAIC Institutions, INC. with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Infinex Financial Group and Cape Cod Five Cents Savings Bank. Outside of his advisory work, he is involved with youth golf coaching at Cranberry Valley Golf Course, volunteers on a high school scholarship selection board, and participates in alumni fundraising activities for Elms College. OSAIC Institutions, INC. is an SEC-registered investment adviser that serves individuals, retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that emphasizes firm supervision and third-party partnerships.

Jeffrey Cowling is a CFP® professional with 37 years of experience in the financial services industry. He has been with Integrated Wealth Concepts LLC and affiliated with LPL Financial since 2016. His background includes managing investment advisory services through his independent firm, Integrated Wealth Concepts. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

William Haydon is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors in New London, CT. He previously worked at Wells Fargo Advisors from 2011 to 2021 and has held positions at Sachem Capital Corp and the National Park Service’s Highland Lighthouse. Outside of his advisory role, he serves as a docent tour guide for Highland Lighthouse and is involved with the Town of Chatham’s recreation department and maritime boat delivery piloting. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services for business-owner transitions and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored client recommendations.