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.

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.

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.

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.

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.

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.

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 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.

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.

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.

Dean Agelopoulos is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, emphasizing assets managed within Ameriprise accounts and using algorithmic automation overseen by a dedicated team.