Ryan La Coe is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation. Prior to joining Commonwealth, he worked at Benz Financial Group and Interactive Brokers, 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 hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

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.

Jordan Traub is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He previously worked at Merrill from 2016 to 2018 before joining Commonwealth in 2018. Outside of his advisory role, Traub is involved in fixed insurance sales as an agent under the business name Benz Financial Services, 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 their clients. The firm offers a broad platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody 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.

Peter Gaines is a financial advisor with Integrated Wealth Concepts LLC in Chatham, MA, holding the ChFC® designation and Series 63 license. He has 45 years of industry experience, including ten years with Lincoln Financial Advisors and a decade at Integrated Wealth Concepts and LPL Financial. Outside of his advisory work, Gaines serves as a co-auditor on the board of the Monomoy Yacht Club and participates in his local municipal cemetery commission. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with an emphasis on a long-term investment approach.

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.

Samuel Watson is a financial advisor at Osaic Institutions, Inc. with 14 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Infinex Investments, Inc., Citizens Securities, Inc., and Metlife Securities, Inc. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a substantial non-discretionary portfolio.

Christian Pavlakis is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. He has worked with Infinex Financial Group and Cape Cod Five Cents Savings Bank. Outside of his advisory role, Pavlakis is involved in youth golf coaching and golf course operations at Cranberry Valley Golf Course, volunteers for a high school scholarship selection board, and serves as a fundraising and planning volunteer for the Elms College Alumni Association. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments, operating a hybrid adviser/broker-dealer model with significant non-discretionary assets and a lending marketplace.

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.

Jeffrey Cowling is a CFP® professional with 37 years of experience in the financial services industry. He has been with Integrated Wealth Concepts LLC and affiliated with LPL Financial since 2016. His background includes managing investment advisory services through his independent firm, Integrated Wealth Concepts. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

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.

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.