William Bessette is a financial advisor with CL Wealth Management LLC in Hyannis, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at CL Wealth Management since 2011 and is also associated with Cabot Lodge Securities and Strategic Associates. Outside of advisory work, he assists in a family business, Nantucket Basketworks of Cape Cod. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio advisory services, financial planning, and client education, tailoring investment strategies through a combination of fundamental and technical analysis and managing a significant portion of assets on a non-discretionary basis.

Lisa Bracken is a financial advisor at Waverly Advisors, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Bridge Creek Capital Management LLC, Household, and the Town of Bellingham. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Todd Pfleger is a financial advisor with Advisory Services Network, holding the PFS™ designation and 26 years of industry experience. He has been with Advisory Services Network since 2021 and previously operated Todd Pfleger Financial Services for 21 years. Outside of advising, he provides tax preparation services on a limited basis. Advisory Services Network offers investment advisory and planning services to individuals, families, and institutions through a network of independent advisors. The firm employs a variety of investment strategies tailored to client objectives and manages over $10 billion in discretionary assets across its platform.

Barry Paster is a financial advisor at Waverly Advisors, LLC with 32 years of industry experience. He holds the Series 65 designation and previously worked at Bridge Creek Capital Management LLC for 19 years. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a blend of traditional equity and fixed-income strategies alongside alternative and private-markets allocations, and provides investment management, financial planning, retirement plan consulting, and multi-family office services.

Zachary Marsh is a CFP® professional with 10 years of industry experience. He joined Facet in 2023 and previously worked at The Vanguard Group, Inc. for seven years. Marsh holds Series 63 and Series 65 licenses and is based in Hyannis, MA. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across a wide range of financial planning areas. The firm employs technology-driven, model-based asset allocations primarily using exchange-traded funds and provides services to both non-high-net-worth and high-net-worth households.

Alexander Dolle is a CFA® charterholder with 11 years of industry experience. He is currently with Waverly Advisors, LLC and previously worked for Northwest Investment Counselors, LLC and Wealth Enhancement Advisory Services. He serves as an alternate member of the Zoning Board of Appeals for the Town of Eastham, Massachusetts. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Courtney Bridge is a financial advisor at Moors & Cabot, Inc. with seven years of industry experience, including two years in healthcare prior to joining the firm in 2018. She holds Series 63 and Series 66 licenses. Outside of her advisory role, Bridge is a co-owner of a boutique clothing store and serves on the board of the Bluecoats of Barnstable. Moors & Cabot serves retail and high-net-worth individuals, as well as organizations such as corporations, pension plans, trusts, and charitable entities. The firm offers investment management, financial planning, and consulting services with portfolio strategies tailored to clients’ objectives and risk tolerances.

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.

Thomas Wyszynski is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including MML Investors Services, LLC, Mass Mutual Life Insurance Company, Thrivent Financial, and Charles Schwab. Prospera Financial Services, Inc. is a multi-team advisory firm with 281 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning and portfolio management through various advisory programs and platforms.

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.

Kurt Mogilnicki is a financial advisor with FourStar Wealth Advisors, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at FourStar since 2019 and previously held positions at Brooks, Berkley & Chase, Commonwealth Financial Network, Bank of America, N.A., and Merrill. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm combines fundamental and technical analysis and manages client assets across a range of securities and investment vehicles, with portfolios tailored to risk tolerance and time horizon.

Scott Myers is a CFP® with 19 years of industry experience. He is currently with Waverly Advisors, LLC and previously spent 18 years at Bridge Creek Capital Management LLC. Outside of his advisory work, he is a part owner and partner in a commercial real estate investment business. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning, consulting, and multi-family office services.

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.

William Murdoch Jr. is a CFP®-certified financial advisor with Janney Montgomery Scott, where he has worked since 1998, accumulating 42 years of industry experience. He serves as Chair of the Town of Barnstable Trust Fund Advisory Committee in Hyannis, MA, overseeing portfolio review and disbursement recommendations. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Gwen Dadoly is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily serving individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory approach includes both one-time planning services and ongoing discretionary management through model-based and customized portfolios.

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.

Robert Dunkley is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services LLC and Bank of America N.A., including Merrill. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs.

Drewry Mcmullen is a financial advisor with OSAIC Institutions, Inc. in Hyannis, MA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Cape Cod Five, New York Life Insurance Company, and Eagle Strategies. He also has entrepreneurial experience from working at OneDrop Holdings, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary assets.

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.

James Jazo is a financial advisor at OSAIC Institutions, Inc. with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Eagle Strategies LLC, New York Life Insurance Company, and White Cap Financial & Insurance Services. In addition to his advisory role, he is involved in an insurance brokering business that focuses on non-registered products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory and financial planning services through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.