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.

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.

Robert Mac Donald is a financial advisor at Fisher Investments with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Advised Assets Group, LLC, GWFS Equities, Inc, Voya Financial Partners, LLC, and VOYA Financial Advisors. He is based in Arlington, MA. Fisher Investments serves a global mix of institutional and private clients by providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and uses tax-aware strategies and risk management tools in constructing diversified portfolios.

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.

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.

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.

Ellen Kenney is a financial advisor with Ameriprise in Winchester, MA, holding a Series 63 designation and 35 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Kenney is part of EMK Advisors, LLC, a business entity formed with three other advisors to manage office expenses and rent. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports focused on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for assets held in Ameriprise-managed accounts.

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.

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.

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.

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.

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.

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 in Salem, NH, holding Series 63 and Series 65 licenses and over 38 years of industry experience. He has worked with firms including Securities America Advisors, Investacorp Advisory Services, Cetera Advisors LLC, Commonwealth Financial Network, and Granite State Wealth Management. Leblanc also operates BHL Financial Services, through which he provides client acquisition, servicing, and financial planning. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to diverse investment products and third-party money managers.