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.

Erika Campbell is a Series 66-licensed financial advisor with Merrill in Hyannis, MA, with 20 years of industry experience. She has been with Merrill since 2005. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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® 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.

Robert Clower is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 34 years of industry experience. His prior roles include positions at ValMark Advisers, Inc. and ValMark Securities, Inc., as well as operating Clower Insurance & Financial Strategies for 18 years. He also serves as a trustee for multiple personal family trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.

Nicholas Vantine is a financial advisor at Cetera with 29 years of industry experience and holds the PFS™, Series 63, and Series 65 designations. He has worked at Avantax Advisory Services and Avantax Investment Services, Inc. for nearly three decades and currently operates the Nick Vantine Co. He also serves as president of Boardwalk T & B Inc., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing over $256 billion in assets across multiple program structures.

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.

Olivia Pearsall is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2020, progressing through roles including Financial Consultant, Planning Consultant, Relationship Manager, and Intern. In her current role, Olivia collaborates with clients to understand their short-term and long-term financial goals, co-creating personalized financial plans and developing customized investment strategies. Her professional experience encompasses various aspects of financial consulting and client relationship management within Fidelity Investments.

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.

Dustin Aiguier is a financial advisor at OSAIC with 20 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including American Portfolios Financial Services, Inc. and Cape Cod Wealth Strategies & Insurance Services, LLC. He is a member at large for the Dennis Yarmouth Youth Babe Ruth League. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services using asset-allocation tools and third-party platforms to manage portfolios comprising various investment types.

Albert Stanton is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Purshe Kaplan Sterling Investments. Stanton is also the owner and operator of AMS CS Financial, Inc., his financial advisory practice. 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 personalized, non-discretionary recommendations through a centralized consulting team.