Luke Bagley is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and McAdam LLC. Outside of finance, he has experience working in education and the restaurant industry. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-class based allocations that combine passive and active managers, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

J Christopher Boyd is a CFP®-designated financial advisor with 29 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Asset Management Resources, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and employs diversified, risk-class based investment strategies blending passive and active management, overseen by an internal Investment Committee.

Attar Chalif is a financial advisor with Eagle Strategies (NY Life) based in Plymouth, MA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Eagle Strategies, he worked at Rockland Trust Company and Fisher Agencies of American Income Life. Outside of his advisory role, he serves as a board member and chapter leader for Networking Group USA, where he hosts meetings and supports members in building professional connections. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of programs tailored to client objectives, managing a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Roberta Mauch is a financial advisor at Janney Montgomery Scott with a Series 66 designation and 19 years of industry experience. She has been with Janney Montgomery Scott since 1998. Outside of her advisory role, she volunteers with Save Twin Brooks, a nonprofit neighborhood group focused on preserving local green space in Hyannis, Massachusetts. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plans, and municipal clients, providing brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

William Scotti III is a CFP® professional with 19 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and has held roles at Axial Capital Management LLC and Swift Financial Services, Inc. Scotti is a co-owner and managing principal of Axial Capital Management, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment advisor that supports a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

John Davidson is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Cape Cod Five Savings Bank and Infinex Investments, Inc. for the past 15 years. In addition to his advisory role, Davidson serves as a banking-investment executive at Cape Cod Five Savings Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on both discretionary and non-discretionary accounts.

Paul Miller is a financial advisor with Commonwealth Financial Network in Burlington, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been affiliated with Commonwealth since 2006 and has served at Axial Financial Group since 2007. Outside of his advisory work, he is involved in tax-related services through co-ownership of Pinnacle Tax Service, LLC. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer diversified portfolios and discretionary model strategies to their clients.

Tracey Brennan Reale is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. She has worked with Axial Financial Group since 2012 and has been associated with Commonwealth Financial Network since 2010. Outside of her advisory work, Reale is involved in tax preparation services. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while offering a platform that supports advisors in delivering customized advice under Commonwealth’s supervision.

Jayne Scanlon is a CFP® with over 26 years of experience at Janney Montgomery Scott, where she has been advising clients since 1999. She maintains a very limited law practice focused on tax work and serves as a treasurer and board member for community associations in Florida. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporations, and municipal clients, offering a range of investment advisory and brokerage services supported by in-house portfolio management and third-party managers.

Amy Kates is a Certified Financial Planner® with 37 years of industry experience, currently affiliated with Eagle Strategies (New York Life). She has been associated with Eagle Strategies since 2009 and has operated Kates Financial & Insurance Strategies since 2013. Her background includes a long tenure with New York Life and its related entities dating back to 1988. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kristen Boyd is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. She previously worked at Asset Management Resources, LLC for 12 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2024. Wealth Enhancement Advisory Services, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment approach combining passive and active management, supported by quantitative and fundamental research and periodic portfolio rebalancing.

Thomas Mayer Jr. is a financial advisor at Integrated Wealth Concepts LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC and Ameriprise Financial Services, Inc. Mayer is also involved in a CPA affiliate program through T.G. MAYER, P.C. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, individual equities, and fixed income.

Brook Thompson is a financial advisor with Guardian Life based in Plymouth, MA, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior work includes roles at Park Avenue Securities and various insurance and financial services firms. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs including discretionary and non-discretionary models.

William Satkevich is a Financial Advisor with Merrill Lynch Wealth Management, serving clients on Cape Cod. He specializes in helping families build and maintain generational wealth through comprehensive financial planning. His approach involves understanding each client’s unique priorities to develop personalized strategies that address short-, mid-, and long-term financial goals. William’s expertise spans family wealth management strategies, legacy planning, retirement planning, portfolio management, tax minimization, and investment strategies tailored for individuals, families, and specific client groups such as women and those in sports and entertainment. He also offers clients access to Bank of America specialists for additional banking, credit, home financing, and small business solutions. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Bentley University. William’s personal interests include a variety of sports such as baseball, basketball, football, golf, ice hockey, and pickleball, as well as cooking, bowling, watching movies, and spending time with his family.

Andrew Augusto is a financial advisor with Commonwealth Financial Network in Hyannis, MA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Commonwealth, he worked at Axial Financial Group, MassMutual, and Florence Bank. He is also involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of investment programs and operates as a platform provider supporting advisors with operations, trading, technology, compliance, and practice management.

Russell Cullivan is a financial advisor at VOYA Financial Advisors, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VOYA since 2014. In addition to his advisory role, he operates as an independent insurance agent and is involved as a referral partner for energy companies. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists, model portfolios, and technology tools to deliver financial planning, portfolio management, and retirement advisory services through a large network of advisors.

Charles Ellis is a financial advisor with Eagle Strategies (NY Life) based in Hyannis, MA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked at J&H International and Kinlin Grover, and he operates a consulting business focused on retail space allocation analysis. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Shawn Mckeen is a financial advisor with Eagle Strategies (New York Life) based in Hyannis, MA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2009. In addition to his advisory work, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and specializes in tailoring solutions to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Russell Ball is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at Morgan Stanley and positions within the Wealth Enhancement group and brokerage services. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using a diversified, risk-class based investment approach that combines passive and active management, supported by an internal Investment Committee.

Kevin Ewing is a financial advisor with Eagle Strategies (New York Life) based in Hyannis, MA. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Eagle Strategies, he worked at Bankers Life and Bankers Life Securities and operated The Seaview Restaurant for nine years. He is appointed to the board of the Mashpee Chamber of Commerce. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.