Samuel Watson is a financial advisor at Osaic Institutions, Inc. with 14 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Infinex Investments, Inc., Citizens Securities, Inc., and Metlife Securities, Inc. 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, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a substantial non-discretionary portfolio.

Christian Pavlakis is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. He has worked with Infinex Financial Group and Cape Cod Five Cents Savings Bank. Outside of his advisory role, Pavlakis is involved in youth golf coaching and golf course operations at Cranberry Valley Golf Course, volunteers for a high school scholarship selection board, and serves as a fundraising and planning volunteer for the Elms College Alumni Association. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments, operating a hybrid adviser/broker-dealer model with significant non-discretionary assets and a lending marketplace.

J Christopher Boyd is a CFP®-designated financial advisor with 29 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Asset Management Resources, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs diversified, risk-class based investment strategies blending passive and active management, overseen by an internal Investment Committee.

Jeffrey Cowling is a CFP® professional with 37 years of experience in the financial services industry. He has been with Integrated Wealth Concepts LLC and affiliated with LPL Financial since 2016. His background includes managing investment advisory services through his independent firm, Integrated Wealth Concepts. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

William Scotti III is a financial advisor with Commonwealth Financial Network in Hyannis, MA. He holds the CFP® designation and Series 66 license, with 19 years of industry experience. Scotti has worked at Axial Financial Group and Commonwealth Financial Network since 2007 and served at Swift Financial Services, Inc. from 2012 to 2025. He is also co-owner and managing principal of Cape Cod, Axial Capital Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

John Davidson is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Cape Cod Five Savings Bank and Infinex Investments, Inc. since 2011. In addition to his advisory role, he serves as a banking-investment executive at Cape Cod Five Savings Bank. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory and financial planning services through a network of investment adviser representatives and employs a hybrid adviser/broker-dealer structure with access to alternative investments and a lending marketplace.

Paul Miller is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been affiliated with Commonwealth since 2006 and has served at Axial Financial Group since 2007. Outside of his advisory work, he is involved in tax-related services through co-ownership of Pinnacle Tax Service, LLC. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer diversified portfolios and discretionary model strategies to their clients.

Tracey Brennan Reale is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. She has worked with Axial Financial Group since 2012 and has been associated with Commonwealth Financial Network since 2010. Outside of her advisory work, Reale is involved in tax preparation services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while offering a platform that supports advisors in delivering customized advice under Commonwealth’s supervision.

Kristen Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. She previously worked at Asset Management Resources, LLC for 12 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and periodic portfolio rebalancing.

William Satkevich is a Financial Advisor with Merrill Lynch Wealth Management, serving clients on Cape Cod. He specializes in helping families build and maintain generational wealth through comprehensive financial planning. His approach involves understanding each client’s unique priorities to develop personalized strategies that address short-, mid-, and long-term financial goals. William’s expertise spans family wealth management strategies, legacy planning, retirement planning, portfolio management, tax minimization, and investment strategies tailored for individuals, families, and specific client groups such as women and those in sports and entertainment. He also offers clients access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Bentley University. William’s personal interests include a variety of sports such as baseball, basketball, football, golf, ice hockey, and pickleball, as well as cooking, bowling, watching movies, and spending time with his family.

Andrew Augusto is a financial advisor with Commonwealth Financial Network in Hyannis, MA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Commonwealth, he worked at Axial Financial Group, MassMutual, and Florence Bank. He is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of investment programs and operates as a platform provider supporting advisors with operations, trading, technology, compliance, and practice management.

Charles Ellis is a financial advisor with Eagle Strategies (NY Life) based in Hyannis, MA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked at J&H International and Kinlin Grover, and he operates a consulting business focused on retail space allocation analysis. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Shawn Mckeen is a financial advisor with Eagle Strategies (New York Life) based in Hyannis, MA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2009. In addition to his advisory work, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and specializes in tailoring solutions to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Russell Ball is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Morgan Stanley and various branches within the Wealth Enhancement group. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals for individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in regulatory assets under management through a comprehensive network of advisors and investment options.

Kevin Ewing is a financial advisor with Eagle Strategies (New York Life) based in Hyannis, MA. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Eagle Strategies, he worked at Bankers Life and Bankers Life Securities and operated The Seaview Restaurant for nine years. He is appointed to the board of the Mashpee Chamber of Commerce. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Lesley Erikson is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, UBS Financial Services, and Fis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to model outcomes.

Ethan Grindle is a financial advisor at Morgan Stanley in Hyannis, MA, holding a Series 66 designation. He joined Morgan Stanley in 2026 and has prior experience serving in the United States Coast Guard from 2022 to 2026. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

James Simpkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. With 20 years of experience on the floor of the New York Stock Exchange and a decade at Merrill, he utilizes his extensive industry background to help clients navigate financial markets and pursue their long-term goals. His areas of expertise include legacy planning, liquidity management, retirement income, portfolio management, and values-based investing, among others. James works closely with clients to develop personalized financial strategies based on their individual objectives, risk tolerance, and liquidity needs. James holds a Bachelor's Degree from Colgate University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Beyond his professional work, he is involved with the Marthas Vineyard Boys and Girls Club and enjoys golfing, skiing, and spending time with his family.

Allyson Baroni is a financial advisor at Merrill with 21 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011. Baroni holds the Series 63 and Series 65 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Haydon is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors in New London, CT. He previously worked at Wells Fargo Advisors from 2011 to 2021 and has held positions at Sachem Capital Corp and the National Park Service’s Highland Lighthouse. Outside of his advisory role, he serves as a docent tour guide for Highland Lighthouse and is involved with the Town of Chatham’s recreation department and maritime boat delivery piloting. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services for business-owner transitions and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored client recommendations.