Paul Miller is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been affiliated with Commonwealth since 2006 and has served at Axial Financial Group since 2007. Outside of his advisory work, he is involved in tax-related services through co-ownership of Pinnacle Tax Service, LLC. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer diversified portfolios and discretionary model strategies to their clients.

Tracey Brennan Reale is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. She has worked with Axial Financial Group since 2012 and has been associated with Commonwealth Financial Network since 2010. Outside of her advisory work, Reale is involved in tax preparation services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while offering a platform that supports advisors in delivering customized advice under Commonwealth’s supervision.

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.

Kristen Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. She previously worked at Asset Management Resources, LLC for 12 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and periodic portfolio rebalancing.

William Satkevich is a Financial Advisor with Merrill Lynch Wealth Management, serving clients on Cape Cod. He specializes in helping families build and maintain generational wealth through comprehensive financial planning. His approach involves understanding each client’s unique priorities to develop personalized strategies that address short-, mid-, and long-term financial goals. William’s expertise spans family wealth management strategies, legacy planning, retirement planning, portfolio management, tax minimization, and investment strategies tailored for individuals, families, and specific client groups such as women and those in sports and entertainment. He also offers clients access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Bentley University. William’s personal interests include a variety of sports such as baseball, basketball, football, golf, ice hockey, and pickleball, as well as cooking, bowling, watching movies, and spending time with his family.

Andrew Augusto is a financial advisor with Commonwealth Financial Network in Hyannis, MA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Commonwealth, he worked at Axial Financial Group, MassMutual, and Florence Bank. He is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of investment programs and operates as a platform provider supporting advisors with operations, trading, technology, compliance, and practice management.

Charles Ellis is a financial advisor with Eagle Strategies (NY Life) based in Hyannis, MA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked at J&H International and Kinlin Grover, and he operates a consulting business focused on retail space allocation analysis. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Shawn Mckeen is a financial advisor with Eagle Strategies (New York Life) based in Hyannis, MA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2009. In addition to his advisory work, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and specializes in tailoring solutions to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Russell Ball is a financial advisor at Wealth Enhancement Advisory Services, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Morgan Stanley and self-employment, as well as work with Camp Good News. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach combining passive and active management overseen by an internal Investment Committee.

Kevin Ewing is a financial advisor with Eagle Strategies (New York Life) based in Hyannis, MA. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Eagle Strategies, he worked at Bankers Life and Bankers Life Securities and operated The Seaview Restaurant for nine years. He is appointed to the board of the Mashpee Chamber of Commerce. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Lesley Erikson is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, UBS Financial Services, and Fis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools to model outcomes.

Ethan Grindle is a financial advisor at Morgan Stanley in Hyannis, MA, holding a Series 66 designation. He joined Morgan Stanley in 2026 and has prior experience serving in the United States Coast Guard from 2022 to 2026. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

James Simpkins is a Wealth Management Advisor at Merrill Lynch Wealth Management. With 20 years of experience on the floor of the New York Stock Exchange and a decade at Merrill, he utilizes his extensive industry background to help clients navigate financial markets and pursue their long-term goals. His areas of expertise include legacy planning, liquidity management, retirement income, portfolio management, and values-based investing, among others. James works closely with clients to develop personalized financial strategies based on their individual objectives, risk tolerance, and liquidity needs. James holds a Bachelor's Degree from Colgate University and maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Beyond his professional work, he is involved with the Marthas Vineyard Boys and Girls Club and enjoys golfing, skiing, and spending time with his family.

William Haydon is a Series 66 licensed financial advisor with 15 years of industry experience, currently with Wells Fargo Advisors in New London, CT. He previously worked at Wells Fargo Advisors from 2011 to 2021 and has held positions at Sachem Capital Corp and the National Park Service’s Highland Lighthouse. Outside of his advisory role, he serves as a docent tour guide for Highland Lighthouse and is involved with the Town of Chatham’s recreation department and maritime boat delivery piloting. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including specialized services for business-owner transitions and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored client recommendations.

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.

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.