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® 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 licenses and bringing 34 years of industry experience. His career includes roles at The Cooperative Bank of Cape Cod and Infinex Investments, Inc., both since 2017, and prior work at Santander Securities LLC and Santander Bank NA from 2014 to 2017. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a broad network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary account management.

Owen Linehan is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney, he worked at Rockland Trust Company and held positions in various industries including pest control, construction, and commercial fishing. 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 broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and advisory programs.

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.

Scott Muma is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Advisor Networks LLC. He is also involved in fixed insurance sales as part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services including wealth management and retirement plan consulting. The firm offers advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

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.

Nancy Garrison is a CFP® and ChFC® with 38 years of experience in the financial services industry. She is currently associated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company in various capacities since 2015. Outside of her advisory roles, she is involved with Hilton Garrison, LLC, which offers financial planning and related services. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides both brokerage and advisory services, utilizing a range of investment strategies and proprietary programs.

Christopher Marvin is a financial advisor with Mariner, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously spent 14 years with Forte Capital LLC before joining Mariner in 2025. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by both in-house research and third-party managers, and it provides integrated tax and administrative capabilities uncommon among large advisory firms.

Simon Bloomfield is a financial advisor with Eagle Strategies (NY Life) based in Hyannis, MA, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at The Bloomfield Group, LLC, Nylife Securities, Inc., and New York Life Insurance Company. He also operates as an insurance broker for non-registered insurance products under the DBA White Cap Financial and Insurance Services. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Lynne Clancy is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Glivinski & Associates Inc. for 12 years before joining Janney Montgomery Scott. Janney Montgomery Scott LLC is a 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 through a variety of brokerage, financial planning, and advisory programs.

Anca Dehelean is a financial advisor at OSAIC Institutions, Inc. with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Janney Montgomery Scott from 2015 to 2017. Since 2017, she has been associated with both Cape Cod Five Cents Savings Bank and Infinex Investments, Inc. 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, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a notable emphasis on non-discretionary assets.

Luke Bagley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions with LPL Enterprise, The Prudential Insurance Company of America, and McAdam LLC. Outside of finance, he has experience in the restaurant and fish market business. 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 assets and employs a diversified investment approach combining passive and active strategies, overseen by an internal Investment Committee.

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.

Roberta Mauch is a financial advisor at Janney Montgomery Scott with a Series 66 designation and 19 years of industry experience. She has been with Janney Montgomery Scott since 1998. Outside of her advisory role, she volunteers with Save Twin Brooks, a nonprofit neighborhood group focused on preserving local green space in Hyannis, Massachusetts. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plans, and municipal clients, providing brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Janet Chadie is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has been with Janney Montgomery Scott since 2007. Outside of her advisory role, she manages a rental property in Florida. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and offers diverse brokerage and advisory services through in-house and third-party portfolio management.

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.