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.

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.

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.

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.

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.

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.

Brooks Bartlett Sr. is a financial advisor at Commonwealth Financial Network with 49 years of industry experience. He holds the ChFC® and Series 63 designations and has been with Commonwealth since 2016. Bartlett also has concurrent roles at Kansas City Life and Sunset Financial Services dating back to 2011. Outside of advisory work, he sells fixed insurance products under the business Keeling Financial Strategies, Inc. 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 $213 billion in client assets. The firm provides a broad range of managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Jayne Scanlon is a CFP® with over 26 years of experience at Janney Montgomery Scott, where she has been advising clients since 1999. She maintains a very limited law practice focused on tax work and serves as a treasurer and board member for community associations in Florida. 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 broad client base, including individuals, families, trusts, corporations, and municipal clients, offering a range of investment advisory and brokerage services supported by in-house portfolio management and third-party managers.

Amy Kates is a Certified Financial Planner® with 37 years of industry experience, currently affiliated with Eagle Strategies (New York Life). She has been associated with Eagle Strategies since 2009 and has operated Kates Financial & Insurance Strategies since 2013. Her background includes a long tenure with New York Life and its related entities dating back to 1988. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kathleen Landrigan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2011 to 2020 and has been with Bankers Life entities since 2021. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.

Melissa Ferro is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2016. 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 range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Tracy Higgins is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Merrill and Merrill Lynch, Pierce, Fenner and Smith since 1996. Outside of her advisory role, she serves as a power of attorney for a separate entity based in Mashpee, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Keator is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 14 years before joining Raymond James in 2019. Outside of his advisory role, he serves as a board member for the Massachusetts Economic Advisory Coordinating Council and manages several business ventures including Keator Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and corporate clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Mcgreavy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes roles at Cantella & Co., Inc. and Sunset Financial Services, Inc. In addition to his advisory work, he serves as treasurer of Rolli Financial Inc., a Subchapter S corporation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options.

Matthew Clifford is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and nine years of industry experience. He previously worked at Ameriprise Financial Services, LLC for nine years and has additional experience with Putnam Investments and North Star Resource Group. Outside of finance, Clifford was involved with Clifford Construction and has a background that includes working at Merrimack College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports a large network of advisors with specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Doherty is a financial advisor with LPL Financial based in Osterville, MA. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Royal Alliance Associates, Inc. for five years and Signator Investors, Inc. for 28 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ronald Ellis Jr. is a financial advisor at Edward Jones with 26 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 1999. Outside of his advisory role, he serves as a flotilla staff officer with the United States Coast Guard Auxiliary in Fairhaven, MA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.