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Steve McFeely, CFA, is a seasoned financial professional currently serving as Principal at Northeast Planning Associates and LPL Financial since June 2020. With a robust background in investment management and research, Steve previously held leadership roles at Cassaday & Company, Inc. as Director of Investment Management and Research, and at Harbour Capital Advisors and Guggenheim Investments as a Portfolio Manager. Additionally, Steve contributed as Lead Investment Strategist at Freddie Mac and gained initial experience at FOLIOfn. Educational credentials include an MBA from George Mason University's Costello College of Business and a BS in Business Administration from the University of Maryland. Contact details for Steve McFeely include office phone at (978) 465-1483 and email at stephen.mcfeely@lpl.