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.

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.

Michael Reiter is a financial advisor with LPL Financial in Swampscott, MA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by internal research and third-party subadvisors.

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.

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.

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.

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.

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.

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.

Michael Perkins is a CFP® credentialed financial advisor with 19 years of industry experience. He has been with Cetera and its affiliated entities since 2019, following prior roles at Foresters Financial Services and Foresters Advisory Services. He operates under the DBA Peak Path Retirement Advisors within Cetera. Cetera Investment Advisers LLC is an SEC‑registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

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.