Edmund Haughey is a financial advisor with OSAIC in North Andover, MA, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Securities America Advisors and LPL Financial. In addition to his advisory work, he is involved in corporate insurance sales as a producer with Risk Strategies. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across diverse investment vehicles.

Alicia Clancy is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. since 2022 and has been affiliated with Merrill since 2011. Outside of her advisory role, she volunteers as a parent classroom volunteer at Hollis Primary School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Yurch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Citizens Securities, Waddell & Reed, and Boston Light Financial. He is also involved with Associates of Clifton Park in a non-variable insurance capacity. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of financial planning, advisory programs, and retirement consulting services through a national network of investment adviser representatives.

Jennifer Mccarthy is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2021, she worked at Horizon Wealth Partners, Inc., Christopher Pazienza, various insurance carriers, and Waddell & Reed, Inc. Outside of her advisory role, she has involvement in a business entity for tax and investment purposes. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non‑discretionary management supported by research, model portfolios, and technology-driven strategies.

Tristaan Petullo is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Cambridge Investment Research since 2005 and Cambridge Investment Research Advisors since 2014. Outside of his advisory role, Petullo is an insurance agent servicing property, casualty, health, and life insurance, as well as a notary public and a bookkeeper for two small businesses. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and estates, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides tailored investment solutions across multiple platforms with both proprietary and third-party strategies, along with institutional features supporting advisor business relationships and compliance.

Mark Marroni is a ChFC® credentialed financial advisor with 28 years of industry experience. He has been with OSAIC since 2018 and has worked at Signator Investors, Inc. since 1998. In addition to his advisory roles, he serves as president of Boston Partners Financial Group, LLC, and is a director of the Friends of Parker River National Wildlife Refuge, a nonprofit organization involved in environmental activities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to manage portfolios consisting of stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

Glenn Galloway is a financial advisor with LPL Financial who holds a Series 66 designation and has 15 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Lincoln Financial Advisors from 2016 to 2020. He is also affiliated with Hogancamp PC as a CPA, a role he has held since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Luke Murphy is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2024, he held roles in recreational and realty organizations and worked at Providence College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process integrates fundamental research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, supporting a range of investor needs.

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.

Mary Fahey is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. Her prior roles include work at the US Census Bureau, South Church, and Sheryl Wein, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

David Olsen is a CFP® and ChFC® with 32 years of experience in the financial industry. He is currently with Fidelity and has held various roles within Fidelity Brokerage Services and its affiliated advisory businesses since 1998. Outside of his advisory work, he serves as an elder at Rockingham Christian Church, providing leadership and oversight. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a noted use of systematic methodologies and formal governance procedures.

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.

Katelyn Sanderson is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Andrew Whigham is a financial advisor at Edward Jones in Nashua, NH, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Whigham serves on the Board of Directors for the YMCA of Greater Nashua. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Michael Rosen is a Planning Consultant currently working at Fidelity Investments. He has held various roles within the company since 2022, progressing from Workplace Planning Associate to Workplace Planning Consultant ll, and most recently to Workplace Planning Consultant lll. His role involves partnering with local clients to co-create and maintain financial plans while building long-term relationships. Michael's experience at Fidelity Investments has provided him with a solid foundation in workplace planning and client consultation. He focuses on developing tailored financial strategies that meet the specific needs of his clients. Outside of his professional work, Michael enjoys engaging in family activities, football, golf, tennis, and social events with friends.

Kerri Dixon is a financial advisor at OSAIC with seven years of industry experience. She holds the Series 63 and Series 66 credentials and has held roles at several firms, including Essex Securities and Commonwealth Financial Network. Dixon serves on the Board of Directors for Incompass Human Services, a nonprofit organization. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs advanced portfolio construction tools and provides access to a wide range of investment products and third-party management solutions.

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.

Joe Rogers is the Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with clients to determine their financial goals and help build plans to move toward these objectives. He has been with Fidelity Investments since 1999, holding various positions including Financial Analyst, Trading Representative, Premium Services Financial Representative, Private Access Relationship Manager, Income Planning Consultant, Financial Planning Representative, and currently Vice President, Financial Consultant. This extensive experience reflects a deep engagement with financial services over more than two decades. Outside of his professional responsibilities, Joe enjoys boating, fitness, hiking, kayaking, running, and traveling.

Sean Flaherty is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has been with Merrill since 2020. His prior work includes roles at Boston Wealth Management and experience outside finance such as working at Dedham House of Pizza. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm integrates investment management with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a variety of program strategies and tax-efficient services.