Albert Makkay is a CFP®-certified financial advisor with 22 years of industry experience. He currently works at Ameriprise Financial Services LLC and previously spent 15 years at Janney Montgomery Scott. Outside of his advisory role, he serves on the board of the Osterville Village Association and the Foundation for the Advancement of Catholic Education, and is involved with the Osterville Men's Club membership committee. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Alexander Dacunha is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. He is based in Mattapoisett, MA, and holds Series 63 and Series 66 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Philip Mondeau is a financial advisor at Edward Jones with six years of industry experience. He previously worked at Raymond James & Associates, Inc/Carillon Fund Distributors, Inc. from 2021 to 2025 and has been with Edward Jones since 2015, aside from a brief recent hiatus. Outside of his advisory role, he has held positions in retail, including sales associate at Larson's Ski & Sport and produce associate at Sprouts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susan Wilson is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 38 years of experience in financial advising. She leads the Moore Wilson Gierlich & Assoc team, focusing on developing long-term professional relationships with clients and their families to help achieve their financial goals. Susan specializes in areas including college education planning, family wealth management strategies, retirement planning, portfolio management, socially responsible investing, and tax minimization. Her approach involves creating customized financial roadmaps using advanced probability planning software, collaborating with clients' tax advisors and estate attorneys to develop strategies that address wealth growth, longevity risks, and healthcare costs. Susan particularly understands the complexities faced by professionals managing careers alongside family responsibilities, and she offers personalized advice tailored to these circumstances. Susan holds a Bachelor of Science degree in Business Administration from Elmira College and has earned the Certified Private Wealth Advisor® and Personal Investment Advisor designations. She is the co-founder and past president of North Shore Women for H.O.P.E, a nonprofit supporting Esperanza Academy, a tuition-free school for underprivileged girls. Outside of her professional work, Susan enjoys sailing, traveling, gardening, and spending time with her family.

Leo Connolly is a financial advisor at Edward Jones with 41 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mary Angel Coelho is a CFP®-credentialed financial advisor with Cambridge Investment Research Advisors, Inc., bringing 41 years of industry experience. She has worked at Cambridge since 2009 and previously co-owned Coelho & Callahan for over three decades. Outside of advising, she provides tax services through her ownership of Coelho & Callahan. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with multiple platform options and proprietary model strategies.

Scott Barker is a financial advisor with Mass Mutual Investors Services in Osterville, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Metlife Securities, Mariner, New England Securities, Barker Wealth Management, LPL Financial, and Walkey Financial Services. Barker has been with Mass Mutual Investors Services since 2017 and associated with Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars, using firm-approved analytical tools and collaborative annual planning relationships.

Paul Harney is a Series 66-licensed financial advisor with over 21 years of industry experience. He is currently with LPL Enterprise and has held prior roles at firms including GWFS Equities, Condon Wealth Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved in parish activities at St. Joseph, Guardian of the Holy Family Parish in East Falmouth, MA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is predominantly model-driven, utilizing portfolios developed by internal research and third-party strategists, with access to various financial planning and asset management services.

Mark Alexander is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years at Investment Professionals, Inc. in the financial sector. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Alfred Schofield is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Stifel in 2026, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 through 2026. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Joseph Mcgee is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Advisors, spanning over two decades. He also serves as president of SWE Wealth Management, LLC, a financial services entity providing wealth management support. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party strategies.

John Riley is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Ameriprise since 2020 and previously was employed at Wells Fargo Clearing from 2016 to 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice. The firm’s approach incorporates investment research, third-party data, and algorithmic tools to address asset allocation, withdrawal strategies, and Social Security claiming options.

Sarah Laird is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network LLC. In addition to her advisory role, she is an associate with Lightship Capital Management, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses a variety of analytical tools to support client goals across a large advisor network.

Jonathan Laird is a CFP® professional with 31 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2021. Prior to this, he held positions at Wells Fargo Advisors Financial Network LLC and Prudential Equity Group, LLC. Outside of his advisory role, he is the CEO of Lightshp Capital Management, a support company contracted with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to model potential outcomes and supports a broad network of advisors and affiliated firms.

Robert Areano is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Robert earned an Associate's Degree from Massachusetts Bay College. His expertise focuses on wealth management and investment advisory services within the financial sector.

Todd Drummey is a CFP® with 31 years of industry experience, currently serving at OSAIC since 2023. He previously worked at SagePoint Financial, Inc. and operated his own financial planning practice under his name. Outside of his advisory role, Drummey volunteers as a committee member for the Boy Scout Troop 42 endowment fund, serves as a trustee for the DELD Family Foundation, and is a director of the Midway Trap & Skeet Club of Falmouth. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with model-based asset allocation and portfolio optimization tools.

Simion Procopenco is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at Webster Bank, Infinex Investments, and Cape Cod Five Cents Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

Salvatore Mondello is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Citizens Securities, Inc., Avantax firms, and Coia & Lepore, LTD. He also operates Mondello Financial Services, providing investment guidance, retirement, estate, and college planning. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large nationwide network of advisors and multiple program platforms.

Kathleen Anderson is a financial advisor with Sage Wealth Advisors LLC in Marion, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked as a Certified Financial Planner since 2000 and has been affiliated with Investors Capital Corp. since 1997. Outside of advisory services, she also sells term insurance through a national brokerage. Sage Wealth Advisors is a fee-only registered investment adviser serving individuals, families, trusts, estates, and small businesses with comprehensive wealth management and financial planning. The firm uses a multi-model allocation approach combining passive and active investments, emphasizing ongoing communication and operating under strict fee-only policies.