Lisa Roberts is a financial advisor at Cetera with 33 years of industry experience. She holds a Series 66 designation and has previously worked at Voya Financial Advisors. In addition to her advisory role, she operates as an independent insurance agent focused on the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

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 bringing 28 years of industry experience. He has worked at LPL Financial and Rockland Trust Company since 2009. Outside of advising, he is a co-owner of Knock Out Pizzeria in Dennisport, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by in-house research and third-party strategies.

Brendan O’Keefe is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2005. Outside of his advisory role, he is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms and proprietary as well as unaffiliated model strategies.

Frederick Jackson is a CFP® and CFA® with 25 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services, LPL Financial, and other firms. In addition to his advisory role, he provides comprehensive financial planning through SWE Wealth Management LLC and works as a tax preparer during the tax season. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform with both discretionary and non-discretionary options.

Ryan Mickiewicz is a Series 66-credentialed financial advisor affiliated with Cetera, with 11 years of industry experience. He has held roles at multiple firms including Evergreen Financial, Inc., where he is the owner, and has a background in fixed insurance sales. Cetera is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Donald Vendetti Jr. is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mass Mutual Investors Services since 2017 and with MassMutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a notary public and works as an agent for group life, health, and benefits. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and annual collaborative planning engagements to develop written recommendations, focusing on investment categories and strategies rather than specific products.

David Lamb is a financial advisor with Cetera, holding CFP® and Series 66 credentials and over 26 years of industry experience. He has worked at various firms including Avantax and has served as a CPA principal at Lamb, Mason, Bulger & Co, P.C. since 2002. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.

Jacqueline King is a financial advisor with UBS Financial Services. She holds the Series 66 designation and has three years of industry experience. Her prior work includes roles at Merrill and Grodsky Family. Outside of advising, she is a waitress at The Wellfleet Beachcomber, a restaurant where she has worked since 2013, and she is a 50% owner of Royal Transportation Services, a family livery business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Vincent Grenier is a CFP®-certified financial advisor with Wells Fargo Advisors, based in Chatham, MA, and has 30 years of industry experience. He has been with Wells Fargo Advisors since 2013. Grenier also owns and operates Vincent J. Grenier and Associates, Inc., an independent financial practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a wide range of planning solutions including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through various brokerage and advisory programs.

Michael Kelleher is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Dean Agelopoulos is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, emphasizing assets managed within Ameriprise accounts and using algorithmic automation overseen by a dedicated team.

Brett Von Flatern is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has previously worked at Fidelity Brokerage Services LLC, Minnesota Life Insurance Co, and Pioneer Financial Group. In addition to his advisory role, he is involved with Evergreen Financial, Inc., a financial services firm, where he serves as a financial professional focusing on fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that incorporates both affiliated and third-party managers with flexible program options.

Walter Mason is a financial advisor at Cetera with 26 years of industry experience and holds the Series 66 designation. He has held prior roles at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors, spanning over two decades. Outside of advisory work, he serves as a trustee on an irrevocable insurance trust. Cetera Investment Advisers LLC services a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Dustin Aiguier is a financial advisor at OSAIC with over 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at American Portfolios Financial Services, Inc. and Cape Cod Wealth Strategies & Insurance Services, LLC. Aiguier is active in his community as a member at large for the Dennis Yarmouth Youth Babe Ruth League. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes.

Michael Lucier is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2005, serving in various capacities including Financial Consultant, Investment Representative, Client Service Specialist, and Retirement Investment Specialist. Prior to joining Fidelity, Michael was a Brokerage Assistant at Legg Mason Wood Walker, Inc. from 2003 to 2005. With over 20 years of experience in wealth management, Michael and his team focus on collaborating with families to develop financial strategies that promote stability, growth, and peace of mind. His professional journey has equipped him with expertise in financial consulting and retirement investment planning. Michael holds a California Insurance License. Outside of his professional life, he enjoys activities such as going to the beach, cooking and baking, exploring food, gardening, playing golf, and spending time with his pets.

Lawrence Eppolito is a CFP® professional with 42 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. He is also the president and majority owner of Eppolito, Carbone & Co., a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Timothy Johnson is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009 and holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and advisory services along with fee-based financial planning. The firm’s investment approach utilizes proprietary methodologies from its Investment Strategy Group to offer asset allocation and planning analyses intended to inform client decisions.

Angelos Constantine is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Bank of America and Santander Securities. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

William Todd is a financial advisor with UBS Financial Services in Brewster, MA, holding a Series 63 designation and 47 years of industry experience. He has been with UBS since 1986, totaling 40 years at the firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.