Eric Bingham is a financial advisor at Pamet Advisors LLC in Truro, MA, holding a Series 65 designation with 10 years of industry experience. He has been with Pamet Advisors since 2016. Pamet Advisors provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, and estates, utilizing a bottoms-up, value-oriented investment approach that combines fundamental and technical analysis with an emphasis on dividend growth and risk management. The firm manages approximately $43.5 million in discretionary client assets, focusing on a higher asset-per-client concentration and operates on a fee-only basis.

Mark Schiffenhaus is a CFP® with 20 years of experience in the financial industry. He is the sole advisor at Long Point Wealth Management, LLC, an independent firm he has led since 2021. Prior to founding Long Point, he held roles at Cantella & Co., Inc., Detwiler Fenton Investment Management LLC, Wells Fargo Advisors, and UBS Financial Services. Long Point Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term investment approach centered on ETFs and mutual funds, incorporating both fundamental and technical analysis, and uses derivatives and tactical strategies in separately managed accounts. It also offers estate-planning facilitation, including access to a co-branded digital estate planning platform.

Richard Goselin is a financial advisor at GSI Financials, LLC with two years of industry experience. He holds a Series 65 designation and has worked in financial services through his various roles at GSI Consulting and related entities since 1997. In addition to his advisory work, Mr. Goselin is the President and a certified flight instructor at GSI Corp. GSI Financials, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach using diversified portfolios of low-cost mutual funds, ETFs, individual stocks, and bonds, and offers both discretionary and non-discretionary portfolio management.

Thomas McIntyre is a CFA® charterholder with 31 years of industry experience. He is the sole advisor at McIntyre, Freedman & Flynn Investment Advisers, Inc. and has been associated with Dessauer & McIntyre Asset Management, Inc. since 1989. McIntyre, Freedman & Flynn Investment Advisers provides discretionary, ongoing investment management and portfolio oversight primarily for individual and high-net-worth clients, along with pension and profit-sharing plans, corporations, trusts, and estates. The firm employs a fundamental analysis-driven investment process focused on high-grade, well-managed companies and offers tailored portfolios with features such as tax-loss harvesting and client-imposed restrictions.

Herbert Montgomery is a CFP® with 19 years of industry experience and has been with The Montgomery Financial Group, Inc. since 2006. He holds a Series 63 license and is a 50% owner of Fitz-Mont Environmental Solutions, Inc., a company that provides environmentally sound electricity, water, waste, and lighting solutions. The Montgomery Financial Group serves individual and high-net-worth clients as well as small business owners, offering discretionary investment management, financial planning, and a range of non-investment advisory services such as tax preparation and bookkeeping. The firm employs a Modern Portfolio Theory framework focusing on cost-efficient index funds and ETFs, with a significant portion of its efforts dedicated to non-investment services for individuals and small businesses.

Jonathan Ambrose is a financial advisor at The Montgomery Financial Group, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked for the Monomoy Regional School District for five years. The Montgomery Financial Group serves individual and high-net-worth clients as well as small business owners, offering discretionary investment management, financial planning, and various non-investment advisory services such as tax preparation and bookkeeping. The firm uses a Modern Portfolio Theory approach with cost-efficient index funds and ETFs, emphasizing long-term management and regular account reviews.

Susan Lemieux is a financial advisor with B. Riley Wealth Advisors, Inc. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Her work history includes roles at National Securities Corporation and B. Riley Wealth Advisors. Outside of her advisory work, she volunteers as a financial empowerment volunteer at WE CAN, a women’s resource center. B. Riley Wealth Advisors provides investment advice and portfolio management to individuals, pension plans, trusts, estates, charitable organizations, and corporate clients. The firm offers various investment programs and financial planning services, managing approximately $4.21 billion in client assets through a team of about 173 advisors.

Patrick Phelan is a financial advisor with Eagle Strategies (NY Life) in Eastham, MA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked with Eagle Strategies since 2017 and has prior experience at White Cap Financial and NYLIFE Securities LLC. Phelan serves on the board of the Estate Planning Council of Cape Cod and acts as treasurer for Cape Cod Young Professionals. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailored advice, operating primarily on a non-discretionary basis within an integrated New York Life affiliate structure.

Edward Benz Jr. is a financial advisor at Commonwealth Financial Network with 35 years of industry experience. He holds Series 63 and Series 65 designations and previously operated Benz Financial Services, Inc., where he served as sole owner and president. Outside of his advisory role, he is co-owner and manager of a private company that owns an office building. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custodial services.

Ryan La Coe is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation. Prior to joining Commonwealth, he worked at Benz Financial Group and Interactive Brokers, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

Jordan Traub is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He previously worked at Merrill from 2016 to 2018 before joining Commonwealth in 2018. Outside of his advisory role, Traub is involved in fixed insurance sales as an agent under the business name Benz Financial Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their clients. The firm offers a broad platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Samuel Watson is a financial advisor at Osaic Institutions, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 14 years of industry experience. His prior roles include positions at Infinex Investments, Inc., Citizens Securities, Inc., and Metlife Securities, Inc. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments and lending solutions, operating a hybrid adviser and broker-dealer structure.

Christian Pavlakis is a financial advisor at OSAIC Institutions, INC. with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Infinex Financial Group and Cape Cod Five Cents Savings Bank. Outside of his advisory work, he is involved with youth golf coaching at Cranberry Valley Golf Course, volunteers on a high school scholarship selection board, and participates in alumni fundraising activities for Elms College. OSAIC Institutions, INC. is an SEC-registered investment adviser that serves individuals, retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that emphasizes firm supervision and third-party partnerships.

Jeffrey Cowling is a CFP® professional with 37 years of experience in the financial services industry. He has been with Integrated Wealth Concepts LLC and affiliated with LPL Financial since 2016. His background includes managing investment advisory services through his independent firm, Integrated Wealth Concepts. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Lisa Roberts is a financial advisor with Cetera, holding a Series 66 designation and 34 years of industry experience. She has previously worked at VOYA Financial Advisors and Janney Montgomery Scott. Roberts is also an independent insurance agent specializing in the sales of fixed insurance products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

Hilary O’Malley is a financial advisor at OSAIC with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services Inc and Prospera Financial Services, Inc. O’Malley is a 50% owner and silent partner in a non-investment-related LLC that her son manages. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to various investment platforms, utilizing asset-allocation tools and third-party solutions to manage portfolios on both discretionary and non-discretionary bases.

Brendan O’Keefe is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2005. Outside of his advisory role, he is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms and proprietary as well as unaffiliated model strategies.

Ryan Mickiewicz is a Series 66-credentialed financial advisor affiliated with Cetera, with 11 years of industry experience. He has held roles at multiple firms including Evergreen Financial, Inc., where he is the owner, and has a background in fixed insurance sales. Cetera is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jacqueline King is a financial advisor with UBS Financial Services. She holds the Series 66 designation and has three years of industry experience. Her prior work includes roles at Merrill and Grodsky Family. Outside of advising, she is a waitress at The Wellfleet Beachcomber, a restaurant where she has worked since 2013, and she is a 50% owner of Royal Transportation Services, a family livery business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Brett Von Flatern is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has previously worked at Fidelity Brokerage Services LLC, Minnesota Life Insurance Co, and Pioneer Financial Group. In addition to his advisory role, he is involved with Evergreen Financial, Inc., a financial services firm, where he serves as a financial professional focusing on fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that incorporates both affiliated and third-party managers with flexible program options.

Michael Lucier is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2005, serving in various capacities including Financial Consultant, Investment Representative, Client Service Specialist, and Retirement Investment Specialist. Prior to joining Fidelity, Michael was a Brokerage Assistant at Legg Mason Wood Walker, Inc. from 2003 to 2005. With over 20 years of experience in wealth management, Michael and his team focus on collaborating with families to develop financial strategies that promote stability, growth, and peace of mind. His professional journey has equipped him with expertise in financial consulting and retirement investment planning. Michael holds a California Insurance License. Outside of his professional life, he enjoys activities such as going to the beach, cooking and baking, exploring food, gardening, playing golf, and spending time with his pets.

Kerry Overton is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002 and holds a Series 66 designation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations, supported by a centralized consulting team and an automated recommendation system overseen by a Retirement Income Oversight Committee.

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.

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.

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.