Edmund Haughey is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Securities America. In addition to his advisory role, he is involved in corporate insurance sales as a producer for Risk Strategies. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach that includes portfolio optimization, discretionary strategies, and third-party manager options, supported by a complex affiliate network and private equity ownership.

Tristaan Petullo is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors since 2014, previously working with Cambridge Investment Research, Inc. Petullo also works as an insurance agent and a notary. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Mark Marroni is a ChFC®-designated financial advisor with 28 years of industry experience. He has worked at Osaic Wealth, Inc. since 2018 and previously spent 20 years with Signator Investors, Inc. Marroni is also president of Boston Partners Financial Group, LLC, and serves as a director on the board of Friends of Parker River National Wildlife Refuge, Inc., supporting community activities such as beach clean-ups and nature walks. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through various managed account programs and third-party manager options.

Shyamal Patel is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has previously worked at Deloitte Tax LLP and PwC, and is also employed as a CPA at Westford Tax and Financial Group, where he provides tax preparation, bookkeeping, payroll services, and IRS notice assistance. Additionally, he supports financial advisory services by preparing client applications and communicating with clients in a financial assistant role. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning options, overseeing over $256 billion in assets across more than 10,000 advisors.

Steven Andelman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Tyler Lavoie is a financial advisor with Raymond James Financial in Salem, NH, holding the ChFC® and Series 66 designations and having eight years of industry experience. He previously worked for Edward Jones for six years and has owned a children's book writing and illustrating business. Lavoie also serves as CEO of Lavoie Financial LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique affiliation.

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.

Erick De Castro is a financial advisor with LPL Financial in Andover, MA, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Jeffrey Ihrig is a financial advisor with Morgan Stanley in Middleton, MA, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He previously worked at First Republic Securities Company and First Republic Bank for over a decade, followed by roles at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering comprehensive financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers customized planning solutions through its Financial Advisors and Estate Planning Strategies Group.

Gregory Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for a family trust. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

James Basiliere is a financial advisor at Ameriprise with nine years of industry experience. He has worked at Ameriprise Financial Services, LLC since 2017 and previously spent one year at Elon University. He holds a Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, algorithmic tools, and tax-aware withdrawal strategies to provide tailored recommendations.

Kerri Dixon is a financial advisor at Osaic with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Essex Securities and Retirement Fiduciary Group, LLC. Dixon serves on the board of directors for Incompass Human Services, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Pasquale Russo is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Householder Group Estate & Retirement Specialists and LPL Financial. Outside of advising, Russo serves as a trustee for a realty trust and is a notary public. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Domenic Setaro is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has previously worked in various roles at Fordham University and the Italian Language Foundation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Yu Fu is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also a financial professional at Great Wall Financial Group, Inc., where he provides financial services and insurance. Additionally, Fu works as an insurance agent specializing in life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Bradford Leblanc is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 38 years of industry experience. His career includes positions at Securities America Advisors, Investacorp Advisory Services, Cetera Advisors, and Commonwealth Financial Network. He also operates BHL Financial Services, where he provides financial consulting and insurance services. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and flexible strategy implementation through multiple advisor-managed and third-party programs.

William Steadman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Wells Fargo in 2020, he worked at Ameriprise Financial Services for 11 years. Outside of his advisory role, Steadman owns and operates a charter fishing boat business in Gloucester, Massachusetts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Michael Roy is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He works directly with local clients to assist in the financial planning process, focusing on building, managing, and preserving wealth over time. Fidelity Investments provides a range of tools and services aimed at supporting investors of various types. Prior to joining Fidelity, Michael held several roles in the financial services industry, including Financial Consultant at Investment Professionals Inc, Vice President and Regional Wholesaler at Fundquest and BNP Paribas, Vice President at Pershing BNY Mellon, and Vice President and Senior National Account Manager at DWS Deutsche Bank. He also served as Assistant Vice President and National Account Manager at Columbia Management, Marketing Representative at Baybank Systems, and Financial Advisor at John Hancock. His career spans over three decades, reflecting extensive experience in financial consulting and account management. The information provided does not include details on Michael's education or personal interests.