user avatar

Christopher Warren Mason

Advisor at Ox Lux Advisory LLC — Chester, VT

Updated today

Credentials

Series 63, Series 65

Experience

1 year

Location

Chester, VT

Ox Lux Advisory LLC

Independent

Total advisors

1

Clients per advisor

0 Low

Avg AUM per client

—

HNW client ratio

—

About

Christopher Mason is a financial advisor at Ox Lux Advisory LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Aaron Wealth Advisors and Specialist TeleMed LLC. Before entering finance, he spent seven years at Saudi Aramco. Ox Lux Advisory LLC serves individuals, high-net-worth clients, and charitable organizations with financial planning and portfolio management tailored to client goals and risk tolerance. The firm uses a combination of modern portfolio theory, quantitative, and technical analysis, providing regular account reviews and customized investment strategies.

Client services

Based on Ox Lux Advisory LLC

Financial planning Portfolio management

Expertise

Based on Ox Lux Advisory LLC

Options & derivatives strategies Concentrated stock management Passive / index investing

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0+: up to 0.90% for diversified portfolios $0+: up to 1.80% for concentrated, active portfolios

Location

Chester, VT

Chester VT

Advisors at this office

1

Most active in

Texas · Vermont

Work history

1 year of industry experience

Ox Lux Advisory LLC

2025 - Present • 1 year

Chester, VT

N/a

2024 - 2025 • 1 year

Brooklyn, NY

Aaron Wealth Advisors

2023 - 2024 • 1 year

Chicago, IL

Specialist TeleMed LLC

2019 - 2022 • 3 years

Denver, CO

Saudi Aramco

2013 - 2020 • 7 years

Dhahran

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Hudsen H

CFP®, Series 65

Chester, VT

Afs Wealth Management Llc

Hudsen Hagland is a CFP® professional at AFS Wealth Management LLC with five years of industry experience. Before founding AFS Wealth Management, he worked at SHP Wealth Management, LLC and Fisher Financial Advisors, LLC. AFS Wealth Management LLC is an independent registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm employs model portfolios based on modern portfolio theory, charting, and cyclical analysis, managing a range of asset types with discretionary trading authority while accommodating client restrictions.

Wealth management
user avatar

Michael A

Series 63, Series 65

Townshend, VT

Archer Investment Corporation

Michael Adrian III is a financial advisor at Archer Investment Corporation with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Archer since 2019. Prior to this, he spent over two decades at H.D. Vest Advisory Services and H.D. Vest Investment Services. Adrian is also a member of the Board of Directors for the Leland & Gray Education Foundation and is involved in tax preparation and accounting through Adrian & Adrian, LLC. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million using both discretionary and model-based strategies, focusing on diversified portfolios that include equities, fixed income, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies
user avatar

Nicholas H

Series 66

Charlestown, NH

Empower Advisory Group

Nicholas Hobart is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Empower Advisory Group and previously spent three years at Benjamin F. Edwards & Co. Outside the financial industry, he works part-time as a center store clerk at Hannaford Supermarket. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio strategies through integrated planning and managed account solutions linked to its recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Jennifer K

Series 63, Series 65

Weston, VT

Kestra Advisory

Jennifer Kane is a financial advisor with Kestra Advisory Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory since 2020, with prior roles at Greenwich Associates, Hawkshaw, LLC, and Hedgeye Risk Management, LLC. Outside of her advisory work, Kane is president of Green Mountain Media Group LLC, a local magazine publishing business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves a diverse client base including large institutional investors and sovereign wealth funds, and supports a broad range of investment solutions through multiple management platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

Gary L

Series 63, Series 65

Weston, VT

Raymond James Financial

Gary Len is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial or its affiliates since 1999. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs non-discretionary planning and analytical tools to tailor advice to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Maria H

Series 66

Claremont, NH

LPL Financial

Maria Horne is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, she was associated with Claremont Financial Services and has held roles at Claremont Savings Bank and Fitchburg State University. She is also a commissioned notary in the state of New Hampshire. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)