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.

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.

John Shupe is a financial advisor at Edward Jones with 26 years of industry experience. He holds Series 66 and Series 63 registrations and has prior experience with Mercer (MMC Securities) and GuidedChoice, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

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.

Mary Fahey is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. She has worked at LPL Financial since 2021, previously holding roles at firms including Sheryl Wein and Waddell & Reed, Inc. Outside of her advisory work, she has served in fiduciary capacities. 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. The firm offers a range of financial planning and managed portfolio services, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary platforms.

Lesley Dever is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds the CFP® designation as well as Series 63, 65, and 66 licenses. Prior to joining Wells Fargo Advisors in 2024, she worked at Wells Fargo Clearing from 2016 to 2024. Outside of her advisory role, she has ownership interests in two investment-related businesses in Massachusetts. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm’s planning approach includes specialized services such as business-owner transition and niche financial planning areas.

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.

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.

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.

Dawnmarie Corneau is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. She has worked at LPL Financial since 2005 and previously at UBS Financial Services from 2002 to 2005. Corneau operates a DBA under her name, Corneau Wealth Management, in Beverly, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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 and previously worked at Berson Money Management from 2012 to 2015. Laudemann also holds a part-time role at Celgene Corporation unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Nick Fothergill is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant from 2023 to 2024, Investment Solutions Representative from 2022 to 2023, High Net Worth Service Associate in 2022, and Customer Relationship Advocate from 2021 to 2022, all within Fidelity Investments. This progression reflects his experience across various aspects of financial services. In his current role, Nick works closely with clients to understand their individual circumstances and co-create comprehensive financial plans tailored to their goals and aspirations. His approach emphasizes building relationships and developing strategies aimed at pursuing financial peace of mind. Outside of his professional responsibilities, Nick has personal interests in golf and skiing.

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.

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 at Merrill with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America since 2018. Prior to that, he spent 10 years at Scottrade, Inc. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.