Top general retirement planning financial advisors working with high-net-worth individuals in Barnstable Town, MA

Michael Garrison is a CFP® professional with 18 years of experience in financial advisory services. He has been affiliated with Raymond James Financial since 2011 and previously operated Garrison Financial, Inc. for 10 years. Garrison is also the President of Garrison Financial, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting using analytical tools and emphasizes non-discretionary advisory programs combined with specialized municipal and public-finance 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.

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.

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.

John Butler is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at Cantella And Co., Inc. for 14 years before joining Cambridge in 2022. Outside of his advisory role, he is involved in college planning services in the Hyannis, MA area. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and strategies, including proprietary models under the Founders Gate Capital brand as well as access to third-party managers, with a focus on tailoring strategies to client objectives.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.