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 roles include positions 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 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/broker-dealer model with both discretionary and non-discretionary accounts.

Ove Asendorf is a financial advisor at Janney Montgomery Scott with three years of industry experience and a Series 66 designation. Prior to joining Janney, he held positions in real estate and hospitality. He serves as a board member of Neighborhood Falmouth, a local nonprofit supporting senior citizens, and is the vice president of BNIK Cape Cod, a business networking group. 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 diverse client base including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and advisory programs through in-house and third-party portfolio management.

James Jazo is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. He has previously worked at Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. In addition to his advisory role, he is involved in insurance brokering as a member appointed with outside carriers for non-registered products. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm employs a hybrid adviser/broker-dealer structure, offering customized advisory services through a large network of representatives while providing firm supervision and access to alternative investments and lending solutions.

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.

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.

Emily Mullane is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Commonwealth Financial Network and Axial Financial Group, having previously worked at Bank of America and Merrill. Outside of her advisory work, she owns an online gift business, Claire & Lee Gifts, based in East Falmouth, MA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of advisors and serves individual and institutional clients. The firm offers a range of managed account programs, access to third-party asset managers, and back-office services, managing over $200 billion in client assets.

Robert Martin is a financial advisor at OSAIC Institutions, INC. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Cooperative Bank of Cape Cod and Infinex Investments, Inc. since 2017, following prior roles at Santander Securities LLC and Santander Bank NA. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a variety of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm is notable for its predominantly non-discretionary asset management and its integration of advisory and brokerage solutions through a network of investment adviser representatives.

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.