Luke Patti is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He partners with individuals and families to develop and maintain financial plans aimed at achieving real-life goals through a consistent and collaborative process. Luke has accumulated experience in various roles within Fidelity Investments since 2016, including Planning Consultant, Relationship Manager, Financial Representative, Investment Solutions Representative, and High Net Worth Service Representative. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual and as a Service Associate at Eastern Bank. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Luke applies his expertise to help clients improve their financial plans. No additional information about his education, credentials beyond CFP®, personal interests, or community involvement has been provided.

Joseph Davies is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding CFP® and Series 63 designations and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Additionally, he is involved in property and casualty, group life, and group health insurance brokerage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Marco N Calabro is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. Calabro is also a member of the New Member Committee for the Salem NH Chamber of Commerce. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management and offers research-driven, tailored investment solutions.

Eliud Parada is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Citizens Securities, Santander Securities, and Uber Technologies. He is also a commissioned Notary Public. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering financial planning based on structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include tailored financial planning and investment advisory.

Pamela Basso is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Her career includes positions at Prudential Insurance Company of America and Pruco Securities, LLC. She is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage capabilities.

Thomas Oleary is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Sentient Jet, Saint Johns the Evangelist, and Stoughton Public Schools. He has also been involved with community organizations such as the Stonington Historical Society and Roger Williams University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, oversight of sub-advisers, and involvement with registered investment companies.

Steven Andelman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Isabella Repucci is a financial advisor with Ameriprise in Essex, MA, holding a Series 66 credential and three years of industry experience. Her prior roles include positions at Erock Tax + Financial Planning, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, she works part-time as a bartender at The Farm Bar and Grille. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations through a centralized consulting team.

Stephen Dicarlo Jr. is a financial advisor with RBC Capital Markets in Danvers, MA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at City National Bank and RBC Capital Markets since 2021 and previously spent six years at Merrill and Bank of America. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and nonprofits. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles and integrates both in-house and third-party investment solutions.

Lesley Dever is a financial advisor with Wells Fargo Advisors, holding CFP® and securities licenses including Series 63, 65, and 66, with 27 years of industry experience. She has been with Wells Fargo Advisors and its affiliated firms since 2010. Outside of her advisory role, she has ownership stakes in two investment-related businesses based in Massachusetts. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations supported by Wells Fargo research and tools, with optional implementation through its brokerage or advisory programs.

Michael Murphy is a financial advisor at LPL Financial with 24 years of industry experience and holds the Series 66 designation. He has worked at several firms, including Murphy, Powers & Wilson, CPA's, Northeast Planning Associates, Inc., and BCOB CPAs. Outside of his advisory work, he serves as treasurer for Dover High School's fundraising efforts and is vice president of the New Hampshire Football Officials Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Jeffrey Ihrig is a financial advisor with Morgan Stanley, holding Series 65, 63, and 66 licenses and bringing 14 years of industry experience. His career includes roles at First Republic Bank and Securities from 2012 to 2023, followed by positions at J.P. Morgan Chase Bank and Securities until 2025. Since 2025, he has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management 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 employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Gregory Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Domenic Setaro is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2020. His background includes roles related to language and cultural organizations, including positions at Fordham University and the Italian Language Foundation. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Dawnmarie Corneau is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with LPL Financial since 2005. Corneau also operates a wealth management business under the name Corneau Wealth Management in Beverly, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Sean Cunniff is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Streamline Partners and Deloitte. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separate managed accounts, and affiliated mutual funds.

Joerg Laudemann is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has been with LPL Financial and Salem Five Cent Savings Bank since 2016. Outside of his advisory role, he is employed part-time by Celgene Corporation. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Paul Games is a financial advisor at Osaic with 42 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Securities America Advisors, Inc. for 15 years. Outside of his advisory role, he serves as treasurer for The Brain Aneurysm Foundation, a charitable health organization, and owns a tax preparation franchise operated by Liberty Tax Service. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to manage portfolios that include a variety of investment products.

Christopher Noble is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Scottrade, Inc. for ten years before joining Merrill and Bank of America in 2018. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based and discretionary investment strategies with access to a broad range of products as part of Bank of America’s corporate platform.

William Steadman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Prior to joining Wells Fargo in 2020, he worked at Ameriprise Financial Services, Inc. for 11 years. Outside of his advisory role, he owns and operates Morning Tauk Charters, a charter fishing business based in Gloucester, MA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.