DOVER, N.H.–Lighthouse Credit Union’s has announced several additions to its Wealth Management team. Under the leadership of John Olerio, Vice President of Wealth Management, the newly enhanced Lighthouse Wealth Advisors team offers comprehensive, end-to-end financial planning designed to empower clients at every stage of life, the credit union said.
The expanded team brings over 100 years of combined experience and includes:
- Nathan Aldrich, Financial Advisor – Brings 9+ years of experience in financial services with 2 years as a financial advisor and holds Series 7, 63, 65 as well as Life, Accident and Health insurance licenses. Serves the Greater Portland area.
- Toni Baldi, Administrative Associate – Provides client service and operational support across the team.
- AJ Camlin, Financial Advisor – Brings 14 years of experience in financial services and holds Series 7, 24, 63, 65 and Life, Accident and Health licenses. Serves the Greater NH Seacoast area.
- Yocasta Carozza, Financial Advisor – With 15+ years in financial services and planning with Series 7, 9, 10, 63, 66 and Life, Accident and Health insurance licenses. Serves communities throughout Hooksett, Concord, Lee and Northwood, NH and Massachusetts.
- Jeffrey Cossar, Financial Advisor – Brings 9+ years in financial services planning with Series 7, 9, 10, 63, and 66. Serves Plymouth, Lebanon, Conway and Berlin, NH.
- Suzanne Davis, Administrative Associate – Supports client service and operations across the team.
- Bill MacGregor, Financial Advisor – A Lighthouse veteran with 37+ years of expertise, holding Series 7, 63, 66, and 24 licenses. Serving the Dover and Rochester, NH areas.
- Diane Martel, Administrative Associate – Provides client service and operational support across the team.
- Anthony Marciano, Financial Advisor – Brings 30+ years of experience in the financial industry and holds Series 7, 65, and 66 as well as Life, Accident and Health insurance licenses. Serves Connecticut.
- John Olerio, VP, Wealth Management – With over 35 years in financial services, John leads the team with extensive expertise in wealth management, private banking, and financial planning. John holds Series, 6, 7, 24, 63, 65 and Life, Accident and Health insurance licenses
- Luz Sandoval Ojeda, Administrative Associate – Provides operational and client service support across the team.
- John Soucy, Financial Advisor – Brings 25+ years of experience in the financial services industry. Hold Series 7, 63, 65, 26 and Life, Accident and Health licenses. Serves Rhode Island.
As part of this expansion, a new website – www.wealth.lighthousecu.org – has launched for Lighthouse Wealth Advisors. It will support the members and communities Lighthouse Credit Union serves that are seeking personalized financial solutions.
