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. 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.

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.

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® with 28 years of industry experience, currently affiliated with Commonwealth Financial Network and Axial Financial Group. He has held various ownership and management roles in multiple related entities, including tax services and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and custodial services.

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.

David Tinsley is a financial advisor with Commonwealth Financial Network in Centerville, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at New England Securities, MSI Financial Services, Inc., and Mariner. He serves as a corporator for Clinton Savings Bank. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive platform offering managed-account programs, access to third-party managers, and custody services while serving individual and institutional clients.

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.

Robert Martin is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His career includes roles at The Cooperative Bank of Cape Cod and Infinex Investments, Inc., where he has served since 2017, as well as prior positions at Santander Securities LLC, New York Life Investment Management LLC, Merrill, and Bank of America-affiliated firms. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer model that combines firm supervision with delegated investment management by its representatives.

Owen Linehan is a financial advisor at Janney Montgomery Scott with a Series 66 designation and less than one year of industry experience. His background includes roles outside finance such as positions in pest control, construction, commercial fishing, and various retail and food service jobs. 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 clientele with brokerage, financial planning, consulting, and advisory programs, offering both in-house and third-party managed investment solutions.

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.

Karl Schofield is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 licenses. He has 32 years of industry experience, including roles at Empower Retirement and VOYA Financial Advisors. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s integrated approach links financial planning and managed account solutions to Empower’s recordkeeping and administrative platforms.

Vincent Ring Jr. is a CFP® professional with 31 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Hyannis, MA. He has been with Eagle Strategies, New York Life Insurance Company, and Nylife Securities LLC since 2011. Outside of his advisory role, he is also involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ryan Gravina is a CFP® professional with eight years of experience in financial advisory. He is currently affiliated with Steward Partners Investment Advisory, LLC and has prior experience with firms including Northwestern Mutual and Edward Jones. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Marie Ellen Sparks is a financial advisor at Empower Advisory Group with 13 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Putnam Investments and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm offers an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.