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.

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 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 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. based in Hyannis, MA, holding Series 66 and Series 63 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, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and combines a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

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.

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.

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.

Emily Mullane is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Commonwealth Financial Network. Her prior experience includes roles at Bank of America, Merrill, and Mass Mutual Investors Services. Outside of her advisory work, she owns an online gift sales business, Claire & Lee Gifts. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and serves individual and institutional clients. The firm offers a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.