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.

Sean Kelly is a financial advisor with LPL Financial in Osterville, MA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with LPL Financial and the Rockland Trust Investment Management Group since 2016, serving as Vice President and Portfolio Manager at Rockland Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Takach is a financial advisor with Ameriprise in Cotuit, MA, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory, brokerage, and insurance solutions typical of large institutional firms.

Alan Melanson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at American Portfolios Financial Services, Inc. for eight years and has been involved with American United Life since 2014. In addition to his advisory role, Melanson operates Cape Cod Wealth Strategies, a business focused on insurance sales. OSAIC serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of financial advisors and multiple platforms. The firm employs a variety of asset-allocation tools and third-party arrangements to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Matthew Klett is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior roles include positions at Cape Cod Financial Services and Tugboats, as well as work outside the financial sector at Skipper Chowder House. He also has experience as a student at the University of Massachusetts Dartmouth. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products via an integrated platform that combines adviser programs with active financial product sales.

Deborah Gwizd is a financial advisor at Merrill with 38 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Merrill since 1997. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Metell is a financial advisor at Morgan Stanley with 26 years of industry experience. She has held her current role at Morgan Stanley Smith Barney LLC since 2009. She holds the Series 63 designation and is based in Hyannis, MA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs for individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Dimitar Arabadzhiev is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and previously served as a Vice President with Bank of America Premier Banking & Investments, holding various leadership positions since 2002. Dimitar holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He focuses on planning, designing, implementing, and regularly reviewing financial plans for individuals and families. Dimitar applies an institutional approach to wealth management, utilizing alternative investment and flexible mandate strategies, and assists clients in defining long-term objectives, developing appropriate strategies and asset allocations based on risk tolerance, and conducting regular reviews to oversee progress toward goals. He earned an MBA from Providence College with a concentration in Finance and a Bachelor's degree in Economics from Southwestern University in Bulgaria. Dimitar lives on Cape Cod with his wife Christina and their two sons, Alexander and Eric. He is also involved in community volunteering in line with Merrill's tradition of community participation.

Jordan King is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets Inc. Outside of his advisory work, he is the drummer in a rock and roll cover band. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Ryan Mcmullen is a financial advisor with Morgan Stanley, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by advanced modeling tools.

Guido Di Pietro III is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Prudential Insurance Company of America, Citizens Securities Inc, Edward Jones, and Primerica. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of advisors, utilizing both affiliated and third-party investment managers across various discretionary and non-discretionary program structures.

Justin Embree is a financial advisor with Ameriprise in West Yarmouth, MA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, American Income Life, and State Street Bank. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds. The firm combines algorithmic modeling and personalized recommendations to provide tax-efficient withdrawal strategies and income planning, primarily for clients with Ameriprise-managed accounts.

Ana Giordano is a financial advisor at Morgan Stanley in Hyannis, MA, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Merrill and several years with Blade Tech Systems and Zipcar. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, utilizing structured financial planning tools and firm-supported investment models. The firm manages approximately $2.74 trillion in client assets and offers customized planning through its Financial Advisors and Estate Planning Strategies Group.

Christopher Mccarthy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors for five years. Outside of his advisory role, he serves as a trustee for a special needs trust for his brother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Kevin Hawkinson is a financial advisor at RBC Capital Markets with 38 years of industry experience. He previously worked at Oppenheimer & Co. Inc for 14 years before joining RBC Capital Markets in 2024. Outside of his advisory role, he serves as treasurer for the Brewster Park Club, a neighborhood association in Brewster, MA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.