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.

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 30 years of industry experience. Prior to joining Raymond James in 2019, he worked at Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing from 2000 to 2019. Outside of his advisory role, Keator serves as a board member of the Massachusetts Economic Advisory Coordinating Council and is involved in managing support companies and investment properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Mcgreavy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. His prior experience includes roles at Cantella & Co., Inc. and Sunset Financial Services, Inc. He is also treasurer of Rolli Financial Inc., a Sub Chapter S corporation. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

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 at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc. in addition to his current role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms supported by research and technology tools.

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.

Steven Nearman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Investors Security Company, Inc. Nearman is also involved in nonprofit work as founder, president, and executive director of The Great Blizzards of Massachusetts Special Hockey and serves on the boards of the American Red Cross and Special Hockey International. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Seth Smith is a financial advisor with Mass Mutual Investors Services, holding Series 63, 65, and 66 credentials and 23 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2012. Smith is also involved with Physicians Planning Group and Sterling Physician Planning, focusing on providing financial planning and insurance advice to clients. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements.

David Harmon is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Equitable Advisors since 2005 and previously was with Mony Securities Corporation from 2003 to 2005. In addition to his advisory work, he serves as a trustee for a family member’s trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers various advisory models implemented through third-party managers and LPL-sponsored programs.

William Swerdlick is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones. His prior roles include positions at Crestwood Advisors, Raymond James/Cornerstone Financial Partners LLC, Rarebreed Veterinary Partners, MFS Fund Distributors, Inc., and Morgan Stanley & Co. LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

John Franzago is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior work includes roles at Royal Alliance, Citizens Securities, Inc., and Santander Securities LLC. He serves as a director of the Dennis Chamber of Commerce, participating in board meetings and local events. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Erin Homsy is a financial advisor at LPL Financial with six years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2020, following prior roles at Securities America and Invest Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Bonnie Kirchner is a CFP® with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2009. She has served in financial advisory roles at Cambridge Investment Research, Inc. since 2010 and operates her own financial planning and investment management firm, Even Keel Financial Services, LLC. Kirchner is also an author of financial education publications, founder of Sea Change Financial Education, and serves as adjunct faculty at Bentley University. Additionally, she holds a board position as treasurer of the Beverly Yacht Club. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers various account platforms, discretionary and non-discretionary management, and proprietary model strategies under the Founders Gate Capital brand.

Stephanie Rolfe is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 63 credential and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 11 years before joining Stifel in 2026. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, 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 market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Steven Lepage is a financial advisor with Cambridge Investment Research Advisors where he has worked since 2011. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. In addition to his advisory role, Lepage operates an independent insurance agency, Lepage Insurance & Financial Services Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports a range of management styles and provides access to proprietary model strategies and third-party advisers.

Sarah Doolan is a financial advisor at Merrill with a Series 66 designation and four years of experience. Her prior roles include positions at Joest LLC and Bank of America, N.A. She is based in Fairhaven, MA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Evelyn Young is a CFP® certificant and Series 66 license holder with 21 years of industry experience. She has worked at LPL Financial since 2014 and was previously with UBS Financial Services from 2004 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.