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 over 21 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at American Portfolios Financial Services, Inc. and Cape Cod Wealth Strategies & Insurance Services, LLC. Aiguier is active in his community as a member at large for the Dennis Yarmouth Youth Babe Ruth League. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes.

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.

Henrik Gulmann is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he has been employed since 2000. He serves as a qualified Portfolio Manager within the Merrill Investment Advisory Program, managing client accounts across the United States using personalized and defined investment strategies. Henrik's client focus areas include education planning, investment consulting for defined contribution plans, retirement income, and socially responsible investing, among others. Henrik has over 25 years of experience in business management and finance. Before joining Merrill, he worked as a public accountant for PriceWaterhouseCoopers in San Francisco and Boston. He holds bachelor's degrees in Economics and Legal Studies from the University of California Berkeley. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Henrik is involved in his community as a trustee of Falmouth Academy. He lives in Falmouth, Massachusetts with his wife, Lara, and their three children, Ben, Erik, and Anna. He spends personal time hiking, traveling, and pursuing goals such as climbing various peaks in the United States and visiting continents worldwide.

Maria Ferguson is a financial advisor at UBS Financial Services with 14 years of industry experience. She previously worked at Edward Jones for 14 years before joining UBS. Outside of her advisory role, she volunteers with nonprofit organizations focused on financial empowerment and community events and receives book royalties from Amazon and Apple (iTunes). UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Lawrence Eppolito is a CFP® professional with 42 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. He is also the president and majority owner of Eppolito, Carbone & Co., a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christopher Flanders is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor, Axa Advisors. Flanders serves as trustee for two family trusts, managing investments through a third-party money manager for which he is the broker of record. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models and third-party managers to tailor investment solutions for its clients.

Elizabeth La Croix is a financial advisor with Merrill, holding Series 63 and Series 65 designations and 25 years of industry experience. She has been with Merrill since 2004 and also worked at Bank of America N.A. beginning in 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses model-based and discretionary strategies developed by internal and third-party managers and offers strategic asset allocation with options tailored for tax-sensitive investors.

Ekaterina Petrova is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in helping clients navigate their financial goals and develop strategies tailored to their individual circumstances. Ekaterina’s professional background includes expertise in legacy planning, managing new wealth, portfolio management, socially responsible and values-based investing, individual and corporate investment strategy, and retirement income planning. She holds a Bachelor’s degree from the University of San Francisco and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Ekaterina is proficient in English and Russian. Outside of her advisory role, Ekaterina participates in her local Homeowners Association and engages in personal interests such as boxing, camping, cooking, hiking, photography, reading, spending time with family, watching movies, and woodworking.

Scott Holcom is a financial advisor at Fisher Investments with 11 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative screening, qualitative research, and centralized portfolio management to construct globally diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Timothy Garrity is a financial advisor with Morgan Stanley in Hyannis, MA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs a structured planning process supported by proprietary tools and manages approximately $2.74 trillion in client assets.

Angelos Constantine is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Bank of America and Santander Securities. 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Jessica Dean is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has worked at Wells Fargo Clearing since 2019 and has prior experience at Doonan, Graves and Longoria LLC. Outside of her advisory role, she is involved with Rocket Dog Waffles, LLC, an entrepreneurial venture she has been part of since 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Rossomando is a financial advisor with Cetera, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, LPL Financial, and Cetera Advisors LLC. In addition to his advisory work, he coaches soccer at the Massachusetts Maritime Academy. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Amy Doherty is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has previously worked at Royal Alliance Associates, INC. and Jhfn Sii. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various institutional services.

William Todd is a financial advisor with UBS Financial Services in Brewster, MA, holding a Series 63 designation and 47 years of industry experience. He has been with UBS since 1986, totaling 40 years at the firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Colin Hokanson is a financial advisor at Morgan Stanley in Hyannis, MA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Nasuni, Parse.ly - Automattic, Datadog, Oracle Netsuite, and the University of Colorado Boulder. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced tools and investment research.