Reid Quattlebaum is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. He holds a Series 65 designation and has worked at firms including LPL Financial, Martha's Vineyard Bank, and Wilmington Trust. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, employing various implementation options such as ETFs, mutual funds, and separate accounts.

Roberta Mauch is a financial advisor at Janney Montgomery Scott with a Series 66 designation and 19 years of industry experience. She has been with Janney Montgomery Scott since 1998. Outside of her advisory role, she volunteers with Save Twin Brooks, a nonprofit neighborhood group focused on preserving local green space in Hyannis, Massachusetts. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plans, and municipal clients, providing brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Janet Chadie is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has been with Janney Montgomery Scott since 2007. Outside of her advisory role, she manages a rental property in Florida. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and offers diverse brokerage and advisory services through in-house and third-party portfolio management.

Brooks Bartlett Sr. is a financial advisor at Commonwealth Financial Network with 49 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Commonwealth since 2016. Bartlett also has concurrent roles at Kansas City Life and Sunset Financial Services dating back to 2011. Outside of advisory work, he sells fixed insurance products under the business Keeling Financial Strategies, 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 managing roughly $213 billion in client assets. The firm provides a broad range of managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Jayne Scanlon is a CFP® with over 26 years of experience at Janney Montgomery Scott, where she has been advising clients since 1999. She maintains a very limited law practice focused on tax work and serves as a treasurer and board member for community associations in Florida. 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 broad client base, including individuals, families, trusts, corporations, and municipal clients, offering a range of investment advisory and brokerage services supported by in-house portfolio management and third-party managers.

Amy Kates is a Certified Financial Planner® with 37 years of industry experience, currently affiliated with Eagle Strategies (New York Life). She has been associated with Eagle Strategies since 2009 and has operated Kates Financial & Insurance Strategies since 2013. Her background includes a long tenure with New York Life and its related entities dating back to 1988. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kathleen Landrigan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020 and has been with Bankers Life entities since 2021. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Melissa Ferro is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2016. 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 a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Tracy Higgins is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Merrill and Merrill Lynch, Pierce, Fenner and Smith since 1996. Outside of her advisory role, she serves as a power of attorney for a separate entity based in Mashpee, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Franzago is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior work includes roles at Royal Alliance, Citizens Securities, Inc., and Santander Securities LLC. He serves as a director of the Dennis Chamber of Commerce, participating in board meetings and local events. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Stephanie Rolfe is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 63 credential and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 11 years before joining Stifel in 2026. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

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.

Sean Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with LPL Financial and Rockland Trust Investment Management Group since 2016 and previously with Kaleel Investment Advisors for 11 years. Kelly also serves as Vice President and Portfolio Manager at Rockland Trust Investment Management Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

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.