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 with LPL Enterprise and holds a Series 66 designation. He has 23 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance services through its affiliated entities.

Jason Rogers is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Portfolios Financial Services and MML Investors Services. Rogers is also involved in several fixed life and annuity sales businesses. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and managed portfolio programs. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

William Mccann is a Series 66-registered financial advisor with Wells Fargo Clearing, where he has worked since 2016. He has 28 years of industry experience. Outside of his advisory role, he holds power of attorney responsibilities for a family member. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics from its Investment Institute alongside third-party data to evaluate investment options primarily within custodian platforms.

Shawna Lockley is a financial advisor with Wells Fargo Clearing in Hyannis, MA, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at OSAIC Institutions, 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. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

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 25 years of industry experience. He is currently affiliated with LPL Enterprise LLC and has held prior roles at firms including Northwestern Mutual Investment Services LLC, VP Distributors LLC, and Rampart Investment Management. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach often involves model-driven portfolios developed by LPL’s Research Department and third-party strategists, along with financial planning and access to third-party asset managers.

Geoffrey Morrissey is a financial advisor at Ameriprise with a Series 66 designation and over eight years of industry experience. His prior roles include positions at Columbia Management Investment Distributors, Inc., Stratos Wealth Partners, LTD, and LPL Financial LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning through written Recommendation Reports and collaborative implementation with advisors.

Sean Driscoll is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Bank of America, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. He is based in Hyannis, MA. Merrill, in conjunction 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at Cantella and Co., Inc., Commonwealth Financial Network, and The Capital Group, Inc. He is also involved in college planning services through College Planning Cape Cod and operates an independent insurance agency. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

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 with LPL Enterprise and holds a Series 66 designation. He has 38 years of industry experience, including over three decades with Prudential Insurance Company of America and its affiliate, Pruco Securities, LLC. Outside of his advisory role, he is involved in non-variable insurance-related business activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven and includes financial planning, access to third-party asset managers, and participation in wrap programs, along with notable services in non-securities products and affiliated insurance agency operations.

Domenic Maitino is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ameriprise Financial Services and Merrill before joining LPL Financial in 2021. Maitino is also licensed as a non-variable insurance agent, selling life, health, long-term care, disability, and annuity products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various investment options and advisor-facing technology tools.

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.