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 ChFC® and Series 66 licensed advisor with seven years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having previously worked at Edward Jones for six years. Outside of his advisory role, he writes and illustrates children’s books and is the CEO of Lavoie Financial LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies supported by extensive research and a broad affiliate network.

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 22 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory work, he is a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

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 six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Retirement Fiduciary Group LLC and Essex Securities. Dixon serves on the Board of Directors for Incompass Human Services, a nonprofit organization. OSAIC Wealth, Inc. serves a diverse range of clients, including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Pasquale Russo is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and Householder Group Estate & Retirement Specialists. Outside of advising, Russo serves as a trustee for a realty trust and is a licensed notary public. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and corporate clients through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, using asset-allocation tools and third-party managers to construct portfolios across a broad array of investments.

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.

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.

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.

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.

Bradford Leblanc is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at several firms, including Securities America, Investacorp, Cetera Advisors, and Investors Capital Corporation. Leblanc also operates BHL Financial Services, a business involved in insurance and advisory services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs comprehensive asset-allocation tools and supports various managed-account solutions.

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.

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.

Nathan Auclair is a financial advisor with OSAIC in Salem, NH, holding Series 63 and Series 65 credentials and having 32 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. for 24 years. He is a founding partner of Pointes North Wealth Management, LLC, where he is involved in general office administration and fixed insurance sales and marketing. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and offers brokerage, advisory, and consulting services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across multiple investment vehicles.