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® 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.

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.

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.

Marie Ellen Sparks is a financial advisor at Empower Advisory Group with 13 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Putnam Investments and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm offers an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

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.

David Merrigan is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and over 23 years of industry experience. He has been with Commonwealth since 2002 and is also a co-owner and attorney at Merrigan & Merrigan, a law practice specializing in exit planning and tax preparation. Outside of his advisory and legal work, he serves as a high school football referee. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and back-office services, including investment management, compliance, and technology support, enabling advisors to offer customized portfolio solutions under Commonwealth’s supervision.

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.

Bryan Vanas is a financial advisor at Oppenheimer with 38 years of industry experience. He holds a Series 63 designation and has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory role, he serves as a trustee for his mother’s trust. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, with a notable role as a qualified custodian and use of both discretionary and non-discretionary 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.