Silas Atsalis is a financial advisor with LPL Financial in Centerville, MA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2019. 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 financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and customized strategies.

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.

Albert Makkay is a CFP®-certified financial advisor with 22 years of industry experience. He currently works at Ameriprise Financial Services LLC and previously spent 15 years at Janney Montgomery Scott. Outside of his advisory role, he serves on the board of the Osterville Village Association and the Foundation for the Advancement of Catholic Education, and is involved with the Osterville Men's Club membership committee. 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 tailored, non-discretionary recommendations through a centralized consulting team.

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.

Susan Wilson is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 38 years of experience in financial advising. She leads the Moore Wilson Gierlich & Assoc team, focusing on developing long-term professional relationships with clients and their families to help achieve their financial goals. Susan specializes in areas including college education planning, family wealth management strategies, retirement planning, portfolio management, socially responsible investing, and tax minimization. Her approach involves creating customized financial roadmaps using advanced probability planning software, collaborating with clients' tax advisors and estate attorneys to develop strategies that address wealth growth, longevity risks, and healthcare costs. Susan particularly understands the complexities faced by professionals managing careers alongside family responsibilities, and she offers personalized advice tailored to these circumstances. Susan holds a Bachelor of Science degree in Business Administration from Elmira College and has earned the Certified Private Wealth Advisor® and Personal Investment Advisor designations. She is the co-founder and past president of North Shore Women for H.O.P.E, a nonprofit supporting Esperanza Academy, a tuition-free school for underprivileged girls. Outside of her professional work, Susan enjoys sailing, traveling, gardening, and spending time with her family.

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.

Scott Barker is a financial advisor with Mass Mutual Investors Services in Osterville, MA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Metlife Securities, Mariner, New England Securities, Barker Wealth Management, LPL Financial, and Walkey Financial Services. Barker has been with Mass Mutual Investors Services since 2017 and associated with Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars, using firm-approved analytical tools and collaborative annual planning relationships.

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.

Alfred Schofield is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Stifel in 2026, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2015 through 2026. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

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.

Joseph Mcgee is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Advisors, spanning over two decades. He also serves as president of SWE Wealth Management, LLC, a financial services entity providing wealth management support. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party strategies.

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.