Kathleen Fowler is a Series 65 credentialed financial advisor with 20 years of industry experience. She has been with Pearson Financial Services since 2006 and also operates the Law Offices of Kathleen Fowler, where she has worked for 27 years. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for around 500 clients, including high-net-worth individuals and families. The firm provides non-discretionary portfolio management alongside retirement, tax, and estate planning through a customized, consultative approach that emphasizes long-term, client-approved investment strategies.

Jane Bourette is a financial advisor with Motiv8 Investments LLC, holding a Series 65 designation and 17 years of industry experience. She has worked at Motiv8 Investments since 2023 and previously held roles at Coast to Coast Financial Planning, Jwkodak Capital Management, and Kovack Advisors. Ms. Bourette is independently licensed to sell insurance and annuity products and is also a licensed real estate salesperson for referrals. Motiv8 Investments LLC provides portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm customizes investment advice based on client goals and risk tolerance, utilizing a range of asset classes and continuous account monitoring, and features operational practices such as multiple office locations and participation in institutional custodial programs.

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.

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 a financial advisor with B. Riley Wealth Advisors, Inc. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Her work history includes roles at National Securities Corporation and B. Riley Wealth Advisors. Outside of her advisory work, she volunteers as a financial empowerment volunteer at WE CAN, a women’s resource center. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various investment programs and financial planning services, managing approximately $4.21 billion in client assets through a team of about 173 advisors.

Patrick Phelan is a financial advisor with Eagle Strategies (NY Life) in Eastham, MA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked with Eagle Strategies since 2017 and has prior experience at White Cap Financial and NYLIFE Securities LLC. Phelan serves on the board of the Estate Planning Council of Cape Cod and acts as treasurer for Cape Cod Young Professionals. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailored advice, operating primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Edward Benz Jr. is a financial advisor at Commonwealth Financial Network with 35 years of industry experience. He holds Series 63 and Series 65 designations and previously operated Benz Financial Services, Inc., where he served as sole owner and president. Outside of his advisory role, he is co-owner and manager of a private company that owns an office building. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custodial services.

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.

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.

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.

Lisa Roberts is a financial advisor with Cetera, holding a Series 66 designation and 34 years of industry experience. She has previously worked at VOYA Financial Advisors and Janney Montgomery Scott. Roberts is also an independent insurance agent specializing in the sales of fixed insurance products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

Hilary O’Malley is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services Inc and Prospera Financial Services, Inc. O’Malley is a 50% owner and silent partner in a non-investment-related LLC that her son manages. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment platforms, utilizing asset-allocation tools and third-party solutions to manage portfolios on both discretionary and non-discretionary bases.

Thomas Langway is a financial advisor with LPL Financial in Chatham, MA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Cetera Investment Services LLC from 2004 to 2009. Outside of his advisory role, he is a co-owner of Knock Out Pizzeria in Dennisport, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies that can be discretionary or non-discretionary.