Christopher Dupee is a financial advisor at Pearson Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at Pearson Financial since 2009. In addition to his advisory role, he is a certified public accountant providing accounting and tax services. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for about 500 clients, including high-net-worth individuals and families. The firm offers non-discretionary asset allocation, portfolio management, and integrated retirement, tax, and estate planning through a customized, consultative process.

Debra Coccoro is a financial advisor with Pearson Financial Services in Dennis, MA, holding 11 years of industry experience. She has operated the Law Office of Debra Coccoro since 2016. Pearson Financial Services is a team-based registered investment adviser managing approximately $885 million for around 500 clients, serving individuals and families including high-net-worth clients. The firm offers non-discretionary asset allocation, portfolio management, and integrated retirement, tax, and estate planning through a customized, consultative process.

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.

Robert Barry Jr. is a financial advisor at Founders Financial Securities LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Barry has worked at Barry and Campagna Financial Services, Inc. and Founders Financial Securities since 2013. Outside of his advisory role, he is involved in the sale and review of personal and commercial property and casualty insurance products. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and insurance services, utilizing a variety of advisory platforms and third-party asset managers.

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.

David McPherson is a CFP® with 19 years of industry experience. He joined F.L. Putnam Investment Management Company in 2024 after 18 years at Four Ponds Financial Planning LLC. F.L. Putnam serves a diverse client base including individuals, institutions, foundations, and endowments, offering customized investment management and consulting solutions. The firm combines internally managed strategies and third-party managers within a strategic asset allocation framework, with specialized offerings such as Optimized Indexing and tax-aware fixed income.

Courtney Bridge is a financial advisor at Moors & Cabot, Inc. with seven years of industry experience. She has been with Moors & Cabot since 2018 and previously worked in healthcare from 2016 to 2018. Outside of her advisory role, she is a co-owner of a boutique clothing store and serves as a board member for the Bluecoats of Barnstable. Moors & Cabot provides investment advisory and related services to a diverse client base, including individuals, high-net-worth investors, corporations, and charitable organizations. The firm employs a combination of analytic approaches and offers discretionary and non-discretionary portfolio management alongside fee-based financial planning and consulting 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.

Norman Barrett III is a financial advisor at Aegis Capital Corp. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services LLC and UBS Financial Services Inc. Outside of advising, he manages a rental property in West Barnstable, MA. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients by offering investment advisory and brokerage services, financial planning, and managed account programs. The firm provides both discretionary and non-discretionary account options and supports trade execution, clearing, custody, and reporting services.

Thomas Wyszynski is a financial advisor with Prospera Financial Services, Inc. He holds Series 65, Series 63, and Series 66 licenses and has 26 years of industry experience. Prior to joining Prospera, Wyszynski worked at MML Investors Services, LLC, Mass Mutual Life Insurance Company, Thrivent Investment Management Inc., and Charles Schwab. Prospera Financial Services, Inc. serves individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through about 207 advisors. The firm provides investment advisory and financial planning services across multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations in portfolio construction.

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 at FourStar Wealth Advisors, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Brooks, Berkley & Chase, Commonwealth Financial Network, Bank of America, and Merrill. Mogilnicki has been with FourStar Wealth Advisors since 2019. 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 uses a combination of fundamental and technical analysis to manage portfolios tailored to clients’ risk tolerance and time horizon, often including mutual funds, ETFs, individual securities, options, and third-party managers.

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.

Keyana Russ is a CFP® and holds a Series 65 license with four years of industry experience. She is currently an advisor at F.L. Putnam Investment Management Company and previously worked at Four Ponds Financial Planning. Before entering the financial advisory field, she spent seven years at the College of Charleston. F.L. Putnam serves a diverse client base including individuals, institutions, and nonprofits, offering investment management, financial planning, and consulting services. The firm employs a strategic asset allocation framework with internally managed and third-party strategies across multiple asset classes, and is notable for managing the AOG Institutional Fund and owning Darwin Trust Company.

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.

Louise Sharp is a financial advisor at Commonwealth Financial Network with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Commonwealth since 2002. Since 2007, she has also been affiliated with Sharp & Linhart Financial Strategies. 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 $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.