Thomas Wyszynski is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including MML Investors Services, LLC, Mass Mutual Life Insurance Company, Thrivent Financial, and Charles Schwab. Prospera Financial Services, Inc. is a multi-team advisory firm with 281 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, providing financial planning and portfolio management through various advisory programs and platforms.

Kurt Mogilnicki is a financial advisor at FourStar Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Brooks, Berkley & Chase, Commonwealth Financial Network, Bank of America, and Merrill. He has been with FourStar Wealth Advisors since 2019. FourStar Wealth Advisors serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, wealth management, and retirement plan consulting, employing a combination of fundamental and technical analysis to tailor portfolios across various asset classes according to client objectives and risk tolerances.

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®-designated financial advisor at F.L. Putnam Investment Management Company with four years of industry experience. She previously worked at Four Ponds Financial Planning and the College of Charleston. F.L. Putnam serves a diverse client base including individual investors, families, and institutions, offering customized, team-based investment management and financial planning. The firm combines internally managed strategies and third-party managers across multiple asset classes, with options for sustainable investing and tax-aware rebalancing.

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.

William Brooks is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Cooperative Bank of Cape Cod, Kovack Securities, Inc., and Capital Guardian Wealth Management 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, access to alternative investments, and lending solutions, operating a hybrid adviser/broker-dealer model with significant assets under management and a distinctive service and distribution structure.

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 roles include positions at Cape Cod Five, New York Life Insurance Company, and Eagle Strategies. He also has entrepreneurial experience from working at 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 offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser and broker-dealer model with both discretionary and non-discretionary assets.

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 and three years of industry experience. His prior work includes roles at Nylife Securities LLC, New York Life Insurance Company, and Artistic Grounds. He is also appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple programs tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

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, currently affiliated with Commonwealth Financial Network and Axial Financial Group. Her prior experience includes roles at Bank of America and Merrill, spanning six years. Outside of financial advising, she is the owner of Claire & Lee Gifts, an online gift sales business based in East Falmouth, MA. Commonwealth Financial Network is a nationally registered broker/dealer and investment adviser supporting a large network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office services.