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 in Mashpee, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he serves as trustee of his sister’s trust. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid advisory and brokerage model, utilizing third-party asset managers and delivering tailored client services through a structured intake process.

William Swerdlick is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones. His prior experience includes positions at MFS Fund Distributors, Inc., Rarebreed Veterinary Partners, Raymond James/Cornerstone Financial Partners LLC, and Crestwood Advisors. 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 and offers a range of investment advisory programs with a network of over 23,000 financial advisors nationwide.

Mark Gianno is a financial advisor at OSAIC with 31 years of industry experience. He holds the CFP® and Series 63 designations and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Gianno is also President of Gianno and Freda, Inc., a Massachusetts public accounting firm providing accounting, tax, and business advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. Its investment approach integrates brokerage and advisory services with comprehensive financial planning and portfolio management, utilizing firm-provided asset-allocation tools and third-party platforms.

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 Series 66–licensed financial advisor with nine years of industry experience, currently affiliated with UBS Financial Services in Hyannis, MA since 2017. His prior experience includes roles at Eastern Bank, Cortina Business Management, and Choate Hall and Stewart. He serves on the Board of Directors for the Estate Planning Council of Cape Cod. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of fee-based financial planning, portfolio management, and capital markets solutions. The firm combines institutional trading capabilities with wealth management services, using proprietary research and asset allocation models to tailor client plans.

John Franzago is a financial advisor with Osaic Wealth, Inc. based in Mashpee, MA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Citizens Securities, Inc. for seven years and Royal Alliance for five years. Outside of his advisory role, Franzago serves as a director for the Dennis Chamber of Commerce, participating in nonprofit board activities and local events. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage, advisory, and financial planning services, utilizing integrated platforms and third-party managers to construct portfolios with various asset types, managed on discretionary or non-discretionary bases.

Erin Homsy is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. She has worked at LPL Financial since 2020 and previously held roles at Securities America and Invest Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by research and multiple portfolio management options.

Bonnie Kirchner is a CFP® professional with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2009. She has been involved with Cambridge Investment Research, Inc. since 2010 and operates 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 is a board member and treasurer of the Beverly Yacht Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a wide network of independent financial professionals using both proprietary and third-party investment strategies.

Stephanie Rolfe is a financial advisor at Stifel with 23 years of industry experience. She holds a Series 63 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined 11 years before joining Stifel in 2026. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Mcabee is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Merrill and Bank of America since 2010, totaling 16 years at both firms. Merrill offers managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm’s investment approach combines CIO-constructed model-based strategies with discretionary management, integrated within the broader Bank of America platform.

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.

Erika Campbell is a financial advisor at Merrill with 20 years of industry experience. She has held her Series 66 designation and has been with Merrill since 2005. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide array of investment products and services.

Robert Rice is a Senior Resident Director and Wealth Management Advisor at Merrill, where he leads the Cape Cod and the Islands office. He has been with Merrill since 2004 and brings over 35 years of experience in sales, marketing, and business management to his role. Robert holds a Bachelor's Degree from Springfield College and has earned the Personal Investment Advisor (PIA) designation. His professional focus includes employee benefits planning, family wealth management strategies, personal retirement planning, and retirement income. Robert values building strong client relationships based on integrity and transparency, working closely with clients to develop personalized financial strategies that align with their long-term goals. He is supported by a team of experienced professionals, including his business partner Debbie Gwizd and financial advisor Alec Mcleod. Outside of his professional duties, Robert is involved in community activities such as Habitat for Humanity and has previously served on the Board of Directors for Cape Cod Child Development. He resides in West Falmouth on Cape Cod with his wife Kate.

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.

Evelyn Young is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with LPL Financial since 2014. She operates out of Cotuit, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Edward Eastman III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Charles Schwab in 2018, he worked for Cape Cod Five Trust & Asset Management for 14 years. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through comprehensive wealth advisory and managed-account services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative-investment process.

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® with 17 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Centerville, MA. He previously led Garrison Financial, Inc. for ten years and continues to hold an officer position there. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.