Robert Sullivan is a financial advisor with Stifel, holding a Series 63 designation and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the owner of Four Owls, LLC, a rental property business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Douglas Shelton III is a financial advisor with Equitable Advisors in Eastham, MA, holding a Series 66 designation and two years of industry experience. He is also a 50% owner and operator of Foreshore LLC, a customizable property care and maintenance business. Prior to his financial services career, he worked in various roles including at Dobbs Peterbilt and Murphy-Hoffman Company. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers multiple advisory programs and access to third-party asset managers, focusing on client risk assessment and tailored investment solutions.

Bruce Giguere is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds a Series 66 designation and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management programs, combining advisory services with brokerage and insurance products on an integrated platform.

Jason Rogers is a financial advisor with Osaic Wealth, Inc. based in South Yarmouth, MA, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior experience includes roles at American Portfolios Financial Services, Inc., MML Investors Services, and MassMutual Life Insurance Company. Rogers is also involved in fixed life and annuity sales through several insurance-related business activities. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers through multiple advisory platforms and employs a range of portfolio construction tools and investment options.

William Mccann is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he manages a residential rental property and holds power of attorney responsibilities for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Shawna Lockley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lindsay Hixon is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2014, concurrently with Bank of America since 2015. Merrill, along 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.

Richard Davis is a CFA® charterholder with 24 years of industry experience. He is currently affiliated with LPL Enterprise and has held prior roles at firms including Northwestern Mutual Investment Services LLC, NYLIFE Securities LLC, and Transamerica Financial Advisors, Inc. His background includes both advisory and brokerage positions across multiple financial services firms. LPL Enterprise, LLC serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset managers through an integrated platform that combines advisory programs with brokerage and insurance product offerings.

Geoffrey Morrissey is a financial advisor at Ameriprise with Series 66 certification and over eight years of experience in the industry. His prior roles include positions at Columbia Management Investment Distributors, Stratos Wealth Partners, and LPL Financial. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Sean Driscoll is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Bank of America, N.A. since 2011. Driscoll is based in Hyannis, MA. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient strategies, leveraging its affiliation with Bank of America to support trading, lending, and capital markets activities.

Brian Gardiner is a financial advisor with UBS Financial Services in West Yarmouth, MA, holding Series 63 and Series 66 licenses and having 26 years of industry experience, all with UBS since 2000. He serves on the Town of Yarmouth Finance Committee, assisting with budgeting for various town departments and making recommendations to the town selectmen. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines wealth management with institutional trading capabilities and delivers advisory services supported by proprietary research and model-based asset allocation.

Bradd Cuppels is a financial advisor with UBS Financial Services in Hyannis, MA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

John Butler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at Cantella And Co., Inc. for 14 years before joining Cambridge in 2022. Outside of his advisory role, he is involved in college planning services in the Hyannis, MA area. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models under the Founders Gate Capital brand as well as access to third-party managers, with a focus on tailoring strategies to client objectives.

Kevin Ducie is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he serves on the Board of Directors for Flower Angels USA and is involved with Cape Kid Meals, contributing to efforts addressing food insecurity on Cape Cod. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Grant Mengel is a Series 66-registered financial advisor with Thrivent Investment Management, based in Orleans, MA. He has four years of industry experience, including roles at Thrivent Financial and a background in education at the University of Connecticut, Carleton College, and Guilderland High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering holistic, goal-based analyses across a range of planning topics without discretionary portfolio management.

Robert Lyons is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of progressive experience in the financial services industry. He specializes in assisting individuals and businesses to achieve their financial goals by developing and implementing tailored financial and investment strategies. His areas of focus include college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. Robert holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both his bachelor's degree in Accounting and his MBA in Finance from the University of Massachusetts Amherst. A long-time resident of Townsend, Massachusetts, Robert lives with his wife and three children. Outside of his professional work, Robert is involved in community service and volunteers with local organizations. His personal interests include biking, camping, gardening, hiking, running, yoga, and spending time with his family.

Robert Lewis is a financial advisor with Morgan Stanley in Hyannis, MA, holding a Series 63 designation and 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Mark Garvey is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds the Series 66 designation and has a long tenure with Prudential Insurance Company of America, dating back to 1993. Garvey is also involved in a non-variable insurance business affiliated with Prudential. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various brokerage and insurance products through an integrated platform.

Christopher Fredo is a financial advisor at Cetera with 23 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at New York Life and Eagle Strategies. Outside of his advisory work, Fredo serves as a head hockey coach at Saint John Paul II High School and is a board member of the Barnstable Youth Hockey Association. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers, with over 10,000 advisors and more than $256 billion in assets under management.

Robert Blasche is a financial advisor at Edward Jones in Hyannis, MA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Affinivax Inc and Veolia Environmental. He serves as a board member of the Rolling Ridge Farm Homeowners Association, participating in neighborhood volunteer activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.