Lighthouse Credit Union Grows 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.
From retirement strategies and investment planning to insurance solutions and Business Succession Guidance*, the Lighthouse Wealth Advisors provide tailored financial support rooted in trust, clarity, and care. Services also include Medicare Coordination* and holistic planning for individuals and families seeking long-term financial stability.
The expanded team brings over 100 years of combined experience and includes a dynamic group of professionals:
- 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 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.
“With more than a century of combined experience, our team is deeply committed to guiding members towards financial confidence and the pursuit of long-term success,” says John Olerio, VP of Wealth Management. “These complimentary planning services are available to all Lighthouse Credit Union members and prospects. Lighthouse Wealth Advisors are committed to providing professional customized financial solutions for its clients.”
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.
The updated site reflects Lighthouse Wealth Advisors commitment to professional service in the wealth management space-offering streamlined navigation, intuitive tools, and advisor information, complete with credentials and booking options. Visitors can now easily explore a full suite of products and services-from retirement and investment strategies to Medicare coordination and financial planning-all in one centralized location. This digital upgrade ensures clients have direct access to the trusted insights and personalized care provided by the Lighthouse Wealth Advisors team, reinforcing their mission to support every client’s financial journey with confidence and clarity.
Lighthouse Wealth Advisors are committed to providing professional customized financial solutions for its clients. To learn more about Lighthouse Wealth Advisors, please visit www.wealth.lighthousecu.org.
*Cetera Investment Services LLC exclusively provides investment products and services through its representative. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not included as tax or legal advice.
Lighthouse Wealth Advisors is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives.
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