Guido Di Pietro III is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Prudential Insurance Company of America, Citizens Securities Inc, Edward Jones, and Primerica. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of advisors, utilizing both affiliated and third-party investment managers across various discretionary and non-discretionary program structures.

Bob Abbott is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works closely with clients and his team to develop tailored strategies aimed at supporting clients through their retirement. He has extensive experience in the financial services industry, having worked as a Financial Representative at Fidelity Investments from 1993 to 2013, then at TIAA from 2015 to 2018, and Highland Financial Group from 2018 to 2022. Bob emphasizes building a deep understanding of clients' goals and motivations to create long-term financial plans. Specific information regarding his education, credentials, personal interests, or community involvement has not been provided.

Kevin Hawkinson is a financial advisor at RBC Capital Markets with 38 years of industry experience. He previously worked at Oppenheimer & Co. Inc for 14 years before joining RBC Capital Markets in 2024. Outside of his advisory role, he serves as treasurer for the Brewster Park Club, a neighborhood association in Brewster, MA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Robert Sullivan is a financial advisor with Stifel, holding a Series 63 designation and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the owner of Four Owls, LLC, a rental property business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Douglas Shelton III is a financial advisor with Equitable Advisors in Eastham, MA, holding a Series 66 designation and two years of industry experience. He is also a 50% owner and operator of Foreshore LLC, a customizable property care and maintenance business. Prior to his financial services career, he worked in various roles including at Dobbs Peterbilt and Murphy-Hoffman Company. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers multiple advisory programs and access to third-party asset managers, focusing on client risk assessment and tailored investment solutions.

Bruce Giguere is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 23 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance services through its affiliated entities.

Jason Rogers is a financial advisor with Osaic Wealth, Inc. based in South Yarmouth, MA, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior experience includes roles at American Portfolios Financial Services, Inc., MML Investors Services, and MassMutual Life Insurance Company. Rogers is also involved in fixed life and annuity sales through several insurance-related business activities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through multiple advisory platforms and employs a range of portfolio construction tools and investment options.

Richard Davis is a CFA® charterholder with 25 years of industry experience. He is currently with LPL Enterprise and has held positions at firms including Northwestern Mutual Investment Services LLC, World Financial Group, Inc., and Rampart Investment Management. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a Model Wealth Portfolios wrap program.

Grant Mengel is a Series 66-registered financial advisor with Thrivent Investment Management, based in Orleans, MA. He has four years of industry experience, including roles at Thrivent Financial and a background in education at the University of Connecticut, Carleton College, and Guilderland High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering holistic, goal-based analyses across a range of planning topics without discretionary portfolio management.

Robert Lyons is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of progressive experience in the financial services industry. He specializes in assisting individuals and businesses to achieve their financial goals by developing and implementing tailored financial and investment strategies. His areas of focus include college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. Robert holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his bachelor's degree in Accounting and his MBA in Finance from the University of Massachusetts Amherst. A long-time resident of Townsend, Massachusetts, Robert lives with his wife and three children. Outside of his professional work, Robert is involved in community service and volunteers with local organizations. His personal interests include biking, camping, gardening, hiking, running, yoga, and spending time with his family.

Mark Garvey is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 38 years of industry experience, including over three decades with Prudential Insurance Company of America and its affiliate, Pruco Securities, LLC. Outside of his advisory role, he is involved in non-variable insurance-related business activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven and includes financial planning, access to third-party asset managers, and participation in wrap programs, along with notable services in non-securities products and affiliated insurance agency operations.

Sean Todd is a financial advisor with Ameriprise in Yarmouth Port, MA, holding a Series 63 designation and possessing 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning, using proprietary research and algorithmic tools.

Michael Sullivan is a Series 66-licensed financial advisor with STIFEL, based in East Harwich, MA, and has three years of industry experience. Before joining Stifel Nicolaus in 2022, he worked at Santander Bank N.A. and has prior experience outside the financial industry. He is also commissioned as a Notary Public in Massachusetts. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Paul Laurell is a financial advisor with Stifel, holding a Series 66 designation and 14 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory role, Paul is involved as an LLC member in Little Tides LLC, a children’s play space and café in Harwich, Massachusetts. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.