MEET THE WEALTH TEAM
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John Olerio
VP, Wealth Management
John leads our Wealth Management team with over 25 years of banking and financial services, with experience in wealth management, private banking, trust administration, financial planning, and investment management.
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Nathan Aldrich
Financial Consultant
With over 14 years in financial planning, Nathan holds Series 7, Series 63, and Life, Accident and Health license. He will work with clients in the Greater Portland area.
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AJ Camlin
Financial Advisor
AJ has 14 years of experience and holds Series 24, 7, 65, 63, and Life, Accident and Health license. He will serve members and prospects in the Greater NH Seacoast area.
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Jarrod Liebel
Financial Advisor
Jarrod has over 22 years of experience, holding Series 7, 24, and 66 licenses, as well as CFP®, ChFC®, and CLU® certifications and Life, Accident and Health insurance license. He will be available to members and prospects in the Greater Springfield, MA area.
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Bill MacGregor
Sales Representative
A seasoned veteran of the Lighthouse team, Bill brings over 37 years of expertise to the team. He holds Series 63, 66, 7, and 24 licenses, and will serve the Dover and Rochester, NH areas.
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Luz Sandoval
Administrative Associate
As a Wealth Administrator, Luz will assist the team with client services and operational support. She holds the Life, Accident and Health insurance license
Toni Baldi
Administrative Associate
As an Administrative Associate, Toni will assist client services and operations from the Greater Springfield, MA area.
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*Investing & Retirement Planning Disclosure
Who is Cetera? Cetera Investment Services, LLC is an experienced brokerage firm, providing services and products to the customers of nearly 500 financial institutions. Cetera Investment Services is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC). They offer a broad range of investment and insurance products, including: Mutual Funds, Stocks and Bonds, Unit Investment Trusts, Tax-Deferred Fixed and Variable Annuities, Life and Long-Term Care Insurance.
Lighthouse Wealth Advisors is a marketing name of Cetera Investment Services. Securities and insurance offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.
Important Information and Form CRS
This site is published for residents of the United States only. Financial Professionals of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.
Cetera is not affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
400 First Street South, Suite 300, St. Cloud, MN 56301 – (320) 656-4300
Investments: • Are not FDIC/NCUSIF insured • May lose value • Are not financial institution guaranteed • Are not a deposit • Are not insured by any federal government agency
For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Investment Services LLC nor any of its affiliates offer tax or legal service.