Douglas Shelton III is a financial advisor with Equitable Advisors in Eastham, MA, holding a Series 66 designation and two years of industry experience. He is also a 50% owner and operator of Foreshore LLC, a customizable property care and maintenance business. Prior to his financial services career, he worked in various roles including at Dobbs Peterbilt and Murphy-Hoffman Company. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers multiple advisory programs and access to third-party asset managers, focusing on client risk assessment and tailored investment solutions.

Bruce Giguere is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 23 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance services through its affiliated entities.

Jason Rogers is a financial advisor with Osaic Wealth, Inc. based in South Yarmouth, MA, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior experience includes roles at American Portfolios Financial Services, Inc., MML Investors Services, and MassMutual Life Insurance Company. Rogers is also involved in fixed life and annuity sales through several insurance-related business activities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through multiple advisory platforms and employs a range of portfolio construction tools and investment options.

Richard Davis is a CFA® charterholder with 25 years of industry experience. He is currently affiliated with LPL Enterprise and has held roles at firms including Northwestern Mutual Investment Services LLC and Rampart Investment Management. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and various corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Geoffrey Morrissey is a financial advisor at Ameriprise with Series 66 certification and over eight years of experience in the industry. His prior roles include positions at Columbia Management Investment Distributors, Stratos Wealth Partners, and LPL Financial. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Brian Gardiner is a financial advisor with UBS Financial Services in West Yarmouth, MA, holding Series 63 and Series 66 licenses and having 26 years of industry experience, all with UBS since 2000. He serves on the Town of Yarmouth Finance Committee, assisting with budgeting for various town departments and making recommendations to the town selectmen. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines wealth management with institutional trading capabilities and delivers advisory services supported by proprietary research and model-based asset allocation.

Grant Mengel is a Series 66-registered financial advisor with Thrivent Investment Management, based in Orleans, MA. He has four years of industry experience, including roles at Thrivent Financial and a background in education at the University of Connecticut, Carleton College, and Guilderland High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering holistic, goal-based analyses across a range of planning topics without discretionary portfolio management.

Robert Lyons is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of progressive experience in the financial services industry. He specializes in assisting individuals and businesses to achieve their financial goals by developing and implementing tailored financial and investment strategies. His areas of focus include college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. Robert holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his bachelor's degree in Accounting and his MBA in Finance from the University of Massachusetts Amherst. A long-time resident of Townsend, Massachusetts, Robert lives with his wife and three children. Outside of his professional work, Robert is involved in community service and volunteers with local organizations. His personal interests include biking, camping, gardening, hiking, running, yoga, and spending time with his family.

Robert Lewis is a financial advisor with Morgan Stanley in Hyannis, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Mark Garvey is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 38 years of industry experience, including over three decades with Prudential Insurance Company of America and its affiliate, Pruco Securities, LLC. Outside of his advisory role, he is involved in non-variable insurance-related business activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven and includes financial planning, access to third-party asset managers, and participation in wrap programs, along with notable services in non-securities products and affiliated insurance agency operations.

Scott Swaylik is a financial advisor with Morgan Stanley in Hyannis, MA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Swaylik serves as a board member for the Osterville Anglers Club, a private fishing club that organizes tournaments for its members. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and broad investment offerings while acting primarily in an advisory capacity.

Vera Nigmatullina is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously at The Cooperative Bank of Cape Cod from 2013 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that emphasize structured planning conversations without individual security recommendations in standalone planning.

Sean Todd is a financial advisor with Ameriprise in Yarmouth Port, MA, holding a Series 63 designation and possessing 32 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning, using proprietary research and algorithmic tools.

Michael Sullivan is a Series 66-licensed financial advisor with STIFEL, based in East Harwich, MA, and has three years of industry experience. Before joining Stifel Nicolaus in 2022, he worked at Santander Bank N.A. and has prior experience outside the financial industry. He is also commissioned as a Notary Public in Massachusetts. Stifel serves a diverse clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Crystal Knowlton is a financial advisor with Morgan Stanley in Hyannis, MA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to support client decision-making.

Steven Tenaglia is a financial advisor with UBS Financial Services in Hyannis, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 1988. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Paul Laurell is a financial advisor with Stifel, holding a Series 66 designation and 14 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory role, Paul is involved as an LLC member in Little Tides LLC, a children’s play space and café in Harwich, Massachusetts. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, 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 capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.