Alec Mc Leod is a Financial Advisor at Merrill Lynch Wealth Management, based in the Hyannis office. He works with clients to develop personalized wealth management strategies that align with their specific financial goals and positions. Alec's approach includes creating flexible financial plans that adapt to changing market conditions and leveraging the investment insights of Merrill alongside the banking and lending services of Bank of America. With four years of experience in the financial services industry at Merrill, Alec specializes in investment portfolios and financial planning. His expertise covers areas such as college education planning, retirement planning, tax minimization strategies, and divorce transition planning. Alec holds the Personal Investment Advisor (PIA) designation. Alec graduated from Providence College with a Bachelor of Arts degree in Business Economics, focusing on Finance. Outside of his professional work, he enjoys fishing, football, hiking, pickleball, racquetball, and spending time with his family.

Lisa Roberts is a financial advisor with Cetera, holding a Series 66 designation and 34 years of industry experience. She has previously worked at VOYA Financial Advisors and Janney Montgomery Scott. Roberts is also an independent insurance agent specializing in the sales of fixed insurance products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

Hilary O'Malley is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, Prospera Financial Services, and Wells Fargo Clearing. Outside of her advisory role, she is a 50% owner and silent partner in a family-owned LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, utilizing a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party managers.

Robert Santos is a Financial Advisor at Merrill Lynch Wealth Management in the Indian Wells office. He began his career with Merrill Lynch Wealth Management in March 2020, having previously served as a Wealth Management Banking Specialist within the enterprise. In his current role as a Senior Portfolio Advisor, Robert manages and customizes investment strategies on a discretionary basis, selecting from a range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. He leverages investment insights from Merrill Lynch alongside banking resources from Bank of America to deliver comprehensive financial services. Robert’s experience includes assisting clients with managing new wealth, personal retirement planning, portfolio management services, and retirement income. His approach centers on reviewing clients’ financial situations to provide solutions aligned with their liquidity, income, and growth expectations. He works primarily with active and retired professionals who appreciate direct communication delivered with kindness and an invested interest in their success. Robert earned a bachelor's degree in finance from the University of Washington. Prior to his financial services career, he served seven years in the United States Army. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. Outside of work, Robert enjoys basketball, football, hiking, and pickleball.

Thomas Langway is a financial advisor with LPL Financial in Chatham, MA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Cetera Investment Services LLC from 2004 to 2009. Outside of his advisory role, he is a co-owner of Knock Out Pizzeria in Dennisport, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies that can be discretionary or non-discretionary.

Brendan O'Keefe is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005. Outside of his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Frederick Jackson is a CFP® and CFA® with 25 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services, LPL Financial, and other firms. In addition to his advisory role, he provides comprehensive financial planning through SWE Wealth Management LLC and works as a tax preparer during the tax season. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform with both discretionary and non-discretionary options.

Ryan Mickiewicz is a Series 66-credentialed financial advisor affiliated with Cetera, with 11 years of industry experience. He has held roles at multiple firms including Evergreen Financial, Inc., where he is the owner, and has a background in fixed insurance sales. Cetera is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Timothy Willis is a Wealth Management Advisor with Merrill Lynch Wealth Management, holding the position of Senior Vice President. He has over 25 years of experience in business management and finance and has been with Merrill since 1998. Timothy provides clients with individually tailored wealth management strategies through a defined process that begins with a comprehensive financial analysis. He collaborates with specialists to offer services including portfolio development, education plans, liability management, retirement plans, tax minimization, and asset preservation. He specializes in areas such as college education planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Timothy holds a Bachelor of Science degree in Finance from Bridgewater State University, where he graduated cum laude. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional career, Timothy is involved with the Chatham Conservation Commission. He also enjoys spending time with his wife Josette and their children, Brandon and Olivia, and has interests in adventure sports, camping, cooking, fishing, hiking, music, photography, and traveling.

Egle Bakunaite is a financial advisor with UBS Financial Services, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Osaic Inc, and The Cooperative Bank of Cape Cod. Outside of her advisory work, she is a wholesale member of Young Living Essential Oils, a multi-level marketing company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Bobbie Jo Pippin Arndt is a financial advisor with Wells Fargo Clearing in Hyannis, MA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include eight years at MBSC Securities Corporation and sixteen years at Pioneer Funds Distributor, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Donald Vendetti Jr. is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mass Mutual Investors Services since 2017 and with MassMutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a notary public and works as an agent for group life, health, and benefits. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and annual collaborative planning engagements to develop written recommendations, focusing on investment categories and strategies rather than specific products.

David Lamb is a CFP® with 27 years of industry experience. He is currently with Cetera and has held various roles including positions at Avantax and Lamb, Mason, Bulger & Co., P.C., where he is a principal. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of advisors. The firm offers a multi-manager platform encompassing model portfolios, third-party managers, and customized strategies, managing more than $256 billion in assets across diverse program structures.

Rebecca Flaherty is a financial advisor at Edward Jones in Yarmouth Port, MA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, she worked at Cape Cod Regional High School, Wayforth, Accenture LLC, Apple Inc, and NTT Data Inc. Outside of her advisory role, she tutors math for K-12 students in the public school system. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mark Gianno is a Certified Financial Planner® with over 31 years of industry experience. He is currently an advisor at Osaic and has held prior roles at Securities America Advisors, Inc. and Investacorp Advisory Services. In addition to his financial advisory work, he is the president of Gianno and Freda, Inc., a Massachusetts public accounting firm providing accounting, tax, and business advisory services. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting various client types including high-net-worth households, retirement plan sponsors, and charities.

Gregory Smith is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. He has held roles at Wells Fargo Clearing since 2018, with an interlude at Embrace Home Loans from 2021 to 2024. Prior to his financial services career, he worked at the University of Massachusetts Dartmouth and operated Kool Kone for over a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Patrick Murphy is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following positions at Eastern Bank and Cortina Business Management. Murphy serves on the board of directors for the Estate Planning Council of Cape Cod. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and risk-tailored investment strategies.

John Mcabee is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bank of America and Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Vincent Grenier is a CFP®-certified financial advisor with Wells Fargo Advisors, based in Chatham, MA, and has 30 years of industry experience. He has been with Wells Fargo Advisors since 2013. Grenier also owns and operates Vincent J. Grenier and Associates, Inc., an independent financial practice. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a wide range of planning solutions including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through various brokerage and advisory programs.

Michael Kelleher is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Kelleher has ownership interests in multiple investment-related businesses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services and integrates advisory services with other financial products and referral channels.