Richard Seeley is a CFP® with 22 years of experience in the financial industry. He is currently with Pinney & Scofield, Inc., where he has worked since 2013, and has prior experience at firms including WS Securities Inc and American Investment Services Inc. Pinney & Scofield provides investment management and financial planning services to individuals, families, trusts, and charitable organizations, serving both non-high-net-worth and high-net-worth clients on a fee-only, primarily discretionary basis. The firm employs a long-term, efficient-markets approach, building diversified portfolios with index and factor mutual funds and ETFs, and manages approximately $858.7 million in discretionary assets.

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.

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.

Connor March is a financial advisor with Santander Securities LLC, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been associated with Santander Securities since 2016 and Santander Bank since 2015. Santander Securities LLC provides investment advisory and related services to a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and access to securities-based lending, delivering investment advice through a managed-account platform with third-party managers overseeing portfolios and an implementation manager handling rebalancing and compliance.

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, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2024. Prior to this, he spent 18 years with Four Ponds Financial Planning LLC. F.L. Putnam serves a diverse client base including individuals, families, and institutions, providing customized, team-based investment management and advisory services across multiple asset classes. The firm incorporates internally managed strategies and third-party managers, offering options such as sustainable investing and tax-aware rebalancing.

Courtney Bridge is a financial advisor at Moors & Cabot, Inc. with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Moors & Cabot since 2018. Prior to that, she was employed in the healthcare sector at Cape Cod HealthcaRE from 2016 to 2018. Bridge is also co-owner of a boutique clothing store and serves as a board member for the Bluecoats of Barnstable. Moors & Cabot serves a diverse client base, including retail and high-net-worth individuals, corporations, and various institutional clients, offering investment management, financial planning, and consulting services. The firm provides tailored portfolio strategies and combines advisory services with broker-dealer and insurance activities.

Kelly Cooper is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Santander Securities since 2014 and is based in Falmouth, MA. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and other financial services, delivering investment advice through a managed-account platform with discretionary portfolio management and ongoing compliance oversight.

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.

Elissa Schwartz is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including New York Life and Mass Mutual. Outside of finance, she owns and operates Beau Coeur Equestrian, providing equestrian coaching and riding instruction. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for thousands of clients, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and a variety of advisory relationships.

John Castelot is a financial advisor with Northeast Planning Associates, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Northeast Planning Associates since 2003 and LPL Financial since 2007. Outside of his advisory roles, he is involved with JBC Financial Corp, a separate business entity for tax and investment purposes. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Keyana Russ is a CFP® professional with five years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Company since 2024. Her prior experience includes roles at Four Ponds Financial Planning and a seven-year tenure at the College of Charleston. F.L. Putnam Investment Management Company serves a diverse client base including individuals, families, and institutions. The firm employs a team-based, customized investment approach utilizing internally managed strategies and third-party managers across various asset classes, with options for sustainable investing and tax-aware rebalancing.

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.

William Brooks is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Cooperative Bank of Cape Cod, Kovack Securities, Inc., and Capital Guardian Wealth Management LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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, access to alternative investments, and lending solutions, operating a hybrid adviser/broker-dealer model with significant assets under management and a distinctive service and distribution 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.

Ove Asendorf is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and three years of industry experience. He has worked at Janney Montgomery Scott since 2022 and previously held roles in real estate and hospitality. He serves as a board member of Neighborhood Falmouth, a local nonprofit supporting senior citizens, and as Vice President of BNIK Cape Cod, a business networking group. 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

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.

Matthew Keeling is a CFP® with 29 years of industry experience, currently serving at Commonwealth Financial Network since 1996. He is also the owner and president of Keeling Financial Strategies, Inc., a private entity supporting his securities, investment advisory, and insurance business. He is based in Mashpee, MA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides various advisory programs and comprehensive back-office services, including operations, trading, technology, investment management, compliance, and practice management support.