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. She holds Series 66 and Series 63 credentials and has worked at Moors & Cabot since 2018. Prior to that, she was employed in the healthcare sector. Outside of her advisory role, she is co-owner of a boutique clothing store and serves as a board member of the Bluecoats of Barnstable. Moors & Cabot serves retail and high-net-worth individuals, as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services using a variety of analytical methods and investment strategies, and operates with multiple registrations and affiliations that allow for a broad range of services.

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 with Prospera Financial Services, Inc. in Hyannis, MA, holding Series 65, Series 63, and Series 66 licenses. He has 26 years of industry experience, including roles at MML Investors Services, Mass Mutual Life Insurance Company, Thrivent Financial, Charles Schwab, and Kadima Sun Investments. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory 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 an advisor with B. Riley Wealth Advisors, Inc. She holds Series 63 and Series 65 credentials and has 12 years of industry experience. Prior to her current role, she worked at National Securities Corporation and has been with B. Riley Wealth Advisors and its related entities since 2015. Outside of her advisory work, Lemieux volunteers as a financial empowerment volunteer for a women's resource center. B. Riley Wealth Advisors provides investment advice and portfolio management to a broad client base, including individual investors, pension plans, trusts, and charitable organizations. The firm employs multiple investment programs and manages over $4 billion in client assets through a team of approximately 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) and holds Series 65 and Series 63 licenses. He has 11 years of industry experience, including roles at White Cap Financial and NYLIFE Securities LLC. Phelan serves as a board member for both the Estate Planning Council of Cape Cod and Cape Cod Young Professionals, where he is treasurer. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

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 work includes roles at Cape Cod Five, New York Life Insurance Company, and 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 employs a hybrid adviser and broker-dealer model, providing customized advisory services and access to alternative investments and lending solutions while delegating investment management to its representatives.

Edward Benz Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been associated with Commonwealth since 1995 and has led Benz Financial Services, Inc. as sole owner and president since 1996. Outside his advisory work, he is co-owner and manager of a private entity that owns an office building. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides operational support, technology, investment management, and compliance resources while enabling advisors to construct portfolios from a broad range of securities and insurance products.

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.