Evelyn Young is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with LPL Financial since 2014. She operates out of Cotuit, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Edward Eastman III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Charles Schwab in 2018, he worked for Cape Cod Five Trust & Asset Management for 14 years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through comprehensive wealth advisory and managed-account services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative-investment process.

Andrew Zimmerman is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2016. Outside of his advisory work, he serves on the board of a nonprofit dedicated to preserving Quissett Harbor in Woods Hole, MA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edouard Begin is a financial advisor with LPL Financial in Oak Bluffs, MA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at LPL Financial and Rockland Trust Company since 2017 and previously at MVSB from 2014 to 2017. Outside of his advisory work, he operates a separate business unrelated to investments called Clambulance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Littlefield is a financial advisor with UBS Financial Services in Chilmark, MA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves on the board of Menud Co., a health and wellness company, and is treasurer for the UMass Amherst Endowment and Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using a combination of model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Timothy Quill is a financial advisor with LPL Financial based in Falmouth, MA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been affiliated with both LPL Financial and Rockland Trust Company since 2009. Quill also serves as a relationship manager and business development officer for Rockland Trust’s wealth management department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and external sources.

Evelina Fitzgerald is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked previously at TD Bank N.A., Bank of America N.A., Merrill Lynch, and Harvest Development. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework.

Kerry Falco is a financial advisor at Morgan Stanley with 31 years of industry experience. He has held roles at Morgan Stanley since 2019 and previously worked at Weston Financial Group, Inc. and Weston Securities Corporation for over three decades. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and structured financial planning services supported by firm-approved tools and models.

Leo Connolly is a financial advisor at Edward Jones with 41 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Paul Harney is a financial advisor with LPL Enterprise, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Condon Wealth Management, Purshe Kaplan Sterling Investments, and GWFS Equities, Inc. He is also involved with St. Joseph, Guardian of the Holy Family Parish in East Falmouth, MA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to a range of advisory and brokerage programs through an integrated platform that combines investment advice with sales of financial products, including insurance.

Mark Alexander is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years at Investment Professionals, Inc. in the financial sector. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Sarah Laird is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC for six years. In addition to her advisory role, she is an associate at Lightship Capital Management in Vineyard Haven, MA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutions and charitable organizations. The firm provides non-discretionary planning tailored to client goals and supports a large network of advisors with a range of advisory programs and institutional consulting.

Jonathan Laird is a CFP® with 30 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2021. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years. Outside of his advisory role, he is the CEO of Lightshp Capital Management, a support company contracted with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional accounts. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client decision-making.

Robert Areano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Robert earned an Associate's Degree from Massachusetts Bay College. His expertise focuses on wealth management and investment advisory services within the financial sector.

Todd Drummey is a CFP® with 31 years of industry experience, currently affiliated with OSAIC since 2023. He has also worked at SagePoint Financial, Inc. since 2009 and operates an independent advisory business under his own name. Outside of his advisory work, Drummey is involved in community and nonprofit activities, including serving on the board of a local trap and skeet club, acting as a trustee for a family foundation and a revocable trust, and volunteering with a local Boy Scout troop. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a broad network of financial advisers. The firm utilizes advanced portfolio construction tools and multiple advisory platforms to provide customized investment solutions.