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.

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.

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. based in Hyannis, MA, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Cape Cod Five, New York Life Insurance Company, and OneDrop Holdings, 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, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Ove Asendorf is a financial advisor at Janney Montgomery Scott with three years of industry experience and a Series 66 designation. Prior to joining Janney, he held positions in real estate and hospitality. He serves as a board member of Neighborhood Falmouth, a local nonprofit supporting senior citizens, and is the vice president of BNIK Cape Cod, a business networking group. 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 a diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

James Jazo is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. In addition to his advisory role, he is involved in insurance brokering as a member appointed with outside carriers for non-registered products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm employs a hybrid adviser/broker-dealer structure, offering customized advisory services through a large network of representatives while providing firm supervision and access to alternative investments and lending solutions.

Stephen Wiper is a financial advisor at TIAA-CREF with 33 years of industry experience. He has been with TIAA-CREF since 2007. He holds the Series 63 and Series 65 designations. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm’s advisory model separates one-time financial planning from ongoing portfolio management and acts as adviser to a donor-advised fund through Charityvest.

Michael Marchese Jr. is a CFP® professional with 27 years of experience, currently affiliated with Commonwealth Financial Network in Burlington, MA. He has been with Commonwealth since 2006 and is also associated with Axial Financial Group, where he has worked since 2007. Outside of his advisory roles, he is involved in several related business ventures, including co-ownership positions in entities focused on securities, insurance, and tax services. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to deliver customized portfolio solutions and wealth management strategies to their clients.

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.

Brandon Todd is a financial advisor with Eagle Strategies (NY Life) in Mashpee, MA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Nylife Securities LLC and New York Life Insurance Company, and he has experience as an insurance broker. Outside of financial services, he has been involved with Artistic Grounds in various capacities. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across multiple program types and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ronald Fishman is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles with Nylife Securities LLC and New York Life Insurance Co since 2013. In addition to his advisory work, he brokers non-registered insurance products through First American insurance underwriters. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and focuses on tailoring recommendations to client objectives and plan sponsor criteria.

Brendan Geggatt is a financial advisor with Eagle Strategies (NY Life) and holds the Series 63 and Series 65 designations. He has 15 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. He also operates Orchard Financial Strategies & Insurance Services, a business involved in brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and manages a substantial portion of assets on a non-discretionary basis through a variety of program types linked to insurance and annuity products.

Emily Mullane is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Commonwealth Financial Network and Axial Financial Group, having previously worked at Bank of America and Merrill. Outside of her advisory work, she owns an online gift business, Claire & Lee Gifts, based in East Falmouth, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of advisors and serves individual and institutional clients. The firm offers a range of managed account programs, access to third-party asset managers, and back-office services, managing over $200 billion in client assets.

Robert Martin is a financial advisor at OSAIC Institutions, INC. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Cooperative Bank of Cape Cod and Infinex Investments, Inc. since 2017, following prior roles at Santander Securities LLC and Santander Bank NA. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a variety of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm is notable for its predominantly non-discretionary asset management and its integration of advisory and brokerage solutions through a network of investment adviser representatives.

Brett Dries is a financial advisor with Eagle Strategies (New York Life) based in Hyannis, MA. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His career includes roles at New York Life and Northwestern Mutual. He is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.