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 Inc and Prospera Financial Services, Inc. O’Malley is a 50% owner and silent partner in a non-investment-related LLC that her son manages. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment platforms, utilizing asset-allocation tools and third-party solutions to manage portfolios on both discretionary and non-discretionary bases.

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.

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.

John Doherty is a financial advisor with LPL Financial based in Osterville, MA. He holds Series 63 and Series 65 credentials and has 34 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Royal Alliance Associates, Inc. for five years and Signator Investors, Inc. for 28 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 in Hyannis, MA, holding a Series 66 designation and four years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC, Osaic Inc, and The Cooperative Bank of Cape Cod. She is also 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. The firm uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

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.

Steven Nearman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 13 years before joining Cambridge in 2021. Outside of his advisory role, he is the founder 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 is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party strategies across multiple platforms.

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 in Mashpee, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as trustee of his sister’s trust. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, utilizing third-party asset managers and delivering tailored client services through a structured intake process.

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.

Rebecca Flaherty is a financial advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2022, she worked at Cape Cod Regional High School as a tutor and has prior experience at firms including Wayforth, Accenture LLC, Apple Inc, and NTT Data Inc. Outside of her advisory role, she tutors math for public school students in West Barnstable, MA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a large nationwide network of financial advisors and branches.

Mark Gianno is a financial advisor at OSAIC with 31 years of industry experience. He holds the CFP® and Series 63 designations and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Gianno is also President of Gianno and Freda, Inc., a Massachusetts public accounting firm providing accounting, tax, and business advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. Its investment approach integrates brokerage and advisory services with comprehensive financial planning and portfolio management, utilizing firm-provided asset-allocation tools and third-party platforms.

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 Series 66–licensed financial advisor with nine years of industry experience, currently affiliated with UBS Financial Services in Hyannis, MA since 2017. His prior experience includes roles at Eastern Bank, Cortina Business Management, and Choate Hall and Stewart. He serves on the Board of Directors for the Estate Planning Council of Cape Cod. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of fee-based financial planning, portfolio management, and capital markets solutions. The firm combines institutional trading capabilities with wealth management services, using proprietary research and asset allocation models to tailor client plans.

John Franzago is a financial advisor with Osaic Wealth, Inc. based in Mashpee, MA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years and Royal Alliance for five years. Outside of his advisory role, Franzago serves as a director for the Dennis Chamber of Commerce, participating in nonprofit board activities and local events. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage, advisory, and financial planning services, utilizing integrated platforms and third-party managers to construct portfolios with various asset types, managed on discretionary or non-discretionary bases.

Stephanie Rolfe is a financial advisor at Stifel with 23 years of industry experience. She holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 11 years before joining Stifel in 2026. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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.