Steven Lepage is a financial advisor with Cambridge Investment Research Advisors where he has worked since 2011. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. In addition to his advisory role, Lepage operates an independent insurance agency, Lepage Insurance & Financial Services Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports a range of management styles and provides access to proprietary model strategies and third-party advisers.

Robert Rice is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has been associated with Merrill since 2004 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Evelyn Young is a CFP® certificant and Series 66 license holder with 21 years of industry experience. She has worked at LPL Financial since 2014 and was previously with UBS Financial Services from 2004 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

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, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has worked with LPL Financial and Rockland Trust Company since 2017, and previously with MVSB from 2014 to 2017. Outside of his advisory work, he operates a business called Clambulance in Vineyard Haven, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 in Falmouth, MA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been associated with Rockland Trust Company and LPL Financial since 2009. His background includes roles involving non-variable insurance sales and relationship management within trust and wealth management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by a large network of advisors and extensive operational tools.

Evelina Fitzgerald is a financial advisor with J.P. Morgan Securities in Falmouth, MA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at TD Bank, Bank of America, Merrill Lynch, and a decade at Harvest Development. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research supported by a centralized manager solutions team.

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 Series 66-licensed financial advisor with over 21 years of industry experience. He is currently with LPL Enterprise and has held prior roles at firms including GWFS Equities, Condon Wealth Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved in parish activities at St. Joseph, Guardian of the Holy Family Parish in East Falmouth, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is predominantly model-driven, utilizing portfolios developed by internal research and third-party strategists, with access to various financial planning and asset management services.

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 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC. In addition to her advisory role, she is an associate with Lightship Capital Management, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses a variety of analytical tools to support client goals across a large advisor network.

Jonathan Laird is a CFP® professional with 31 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. Prior to this, he held positions at Wells Fargo Advisors Financial Network LLC and Prudential Equity Group, LLC. 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 individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a broad network of advisors and affiliated firms.

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 serving at OSAIC since 2023. He previously worked at SagePoint Financial, Inc. and operated his own financial planning practice under his name. Outside of his advisory role, Drummey volunteers as a committee member for the Boy Scout Troop 42 endowment fund, serves as a trustee for the DELD Family Foundation, and is a director of the Midway Trap & Skeet Club of Falmouth. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with model-based asset allocation and portfolio optimization tools.