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.

James Tenaglia is a CFP® with 10 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Hyannis, MA. He has been with UBS since 2015. Outside of his advisory role, he serves on the board of directors and as clerk for the Cape Cod Chamber of Commerce and is involved with the Massachusetts Maritime Academy, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including fee-based planning, portfolio management, and capital markets activities.

Robert Rice is a financial advisor at Merrill with 22 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2004 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm utilizes multiple program strategies and emphasizes manager selection and tax-efficient implementation, supported by its integration with Bank of America’s wider banking and capital-markets platform.

Harold Taylor is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation. He has worked at Wells Fargo since 2025 and previously held roles at the Internal Revenue Service, Town of Duxbury, Coldwell Banker Realty, Johnson Golf Management, H&R Block, and Portside Real Estate. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a large network of advisors and combines brokerage and advisory solutions with research-driven investment approaches.

George Sonntag Jr. is a CERTIFIED FINANCIAL PLANNER™ affiliated with LPL Financial, with 36 years of industry experience. He has been with LPL Financial for over 31 years and also operates Integrated Benefit Corporation, which provides income tax preparation and insurance sales services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and diversified investment strategies.

Michael Garrison is a CFP® professional with 18 years of experience in financial advisory services. He has been affiliated with Raymond James Financial since 2011 and previously operated Garrison Financial, Inc. for 10 years. Garrison is also the President of Garrison Financial, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting using analytical tools and emphasizes non-discretionary advisory programs combined with specialized municipal and public-finance services.

Brett Von Flatern is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has previously worked at Fidelity Brokerage Services LLC, Minnesota Life Insurance Co, and Pioneer Financial Group. In addition to his advisory role, he is involved with Evergreen Financial, Inc., a financial services firm, where he serves as a financial professional focusing on fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that incorporates both affiliated and third-party managers with flexible program options.

James Hopwood is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns a recreational bait and tackle business in Buzzards Bay, Massachusetts. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm employs structured discovery conversations and advanced modeling tools in its planning process and manages approximately $2.74 trillion in client assets.

Eric Hokanson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been associated with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment committee guidance.

Tyler Eldredge is a financial advisor with Morgan Stanley in Hyannis, MA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2011. Eldredge serves on the board of directors for Latham Centers, a charitable organization based in Brewster, MA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Andrew Lenzi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, UBS, and Fintrx. Outside of financial services, he has worked in the food industry with Joy Food Company. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm's advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jessica Fiedler is a Financial Advisor at Merrill Lynch Wealth Management. She brings over 10 years of experience in the mutual fund and wealth management industries, focusing on helping individuals, families, and business owners make informed financial decisions through personalized guidance and goals-based planning. Jessica earned a Bachelor of Science degree from the University of New Hampshire and holds the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning, as well as the Personal Investment Advisor (PIA) designation. Her approach centers on understanding each client's unique values, priorities, and aspirations to develop tailored financial strategies. Outside of her professional work, Jessica enjoys skiing, golfing, boating, and spending time with her husband and their three daughters.

Walter Mason is a financial advisor at Cetera with 26 years of industry experience and holds the Series 66 designation. He has held prior roles at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors, spanning over two decades. Outside of advisory work, he serves as a trustee on an irrevocable insurance trust. Cetera Investment Advisers LLC services a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Dustin Aiguier is a financial advisor at OSAIC with over 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at American Portfolios Financial Services, Inc. and Cape Cod Wealth Strategies & Insurance Services, LLC. Aiguier is active in his community as a member at large for the Dennis Yarmouth Youth Babe Ruth League. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes.

Henrik Gulmann is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he has been employed since 2000. He serves as a qualified Portfolio Manager within the Merrill Investment Advisory Program, managing client accounts across the United States using personalized and defined investment strategies. Henrik's client focus areas include education planning, investment consulting for defined contribution plans, retirement income, and socially responsible investing, among others. Henrik has over 25 years of experience in business management and finance. Before joining Merrill, he worked as a public accountant for PriceWaterhouseCoopers in San Francisco and Boston. He holds bachelor's degrees in Economics and Legal Studies from the University of California Berkeley. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Henrik is involved in his community as a trustee of Falmouth Academy. He lives in Falmouth, Massachusetts with his wife, Lara, and their three children, Ben, Erik, and Anna. He spends personal time hiking, traveling, and pursuing goals such as climbing various peaks in the United States and visiting continents worldwide.

Maria Ferguson is a financial advisor at UBS Financial Services with 14 years of industry experience. She previously worked at Edward Jones for 14 years before joining UBS. Outside of her advisory role, she volunteers with nonprofit organizations focused on financial empowerment and community events and receives book royalties from Amazon and Apple (iTunes). UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Michael Lucier is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2005, serving in various capacities including Financial Consultant, Investment Representative, Client Service Specialist, and Retirement Investment Specialist. Prior to joining Fidelity, Michael was a Brokerage Assistant at Legg Mason Wood Walker, Inc. from 2003 to 2005. With over 20 years of experience in wealth management, Michael and his team focus on collaborating with families to develop financial strategies that promote stability, growth, and peace of mind. His professional journey has equipped him with expertise in financial consulting and retirement investment planning. Michael holds a California Insurance License. Outside of his professional life, he enjoys activities such as going to the beach, cooking and baking, exploring food, gardening, playing golf, and spending time with his pets.

Lawrence Eppolito is a CFP® professional with 42 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. He is also the president and majority owner of Eppolito, Carbone & Co., a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Timothy Johnson is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009 and holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and advisory services along with fee-based financial planning. The firm’s investment approach utilizes proprietary methodologies from its Investment Strategy Group to offer asset allocation and planning analyses intended to inform client decisions.

Elizabeth La Croix is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with Merrill since 2004 and also worked at Bank of America N.A. beginning in 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses model-based and discretionary strategies developed by internal and third-party managers and offers strategic asset allocation with options tailored for tax-sensitive investors.