Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
15 years
Location
Gardner, MA 01440
Edward Jones
Institution
Ryan Laliberte is a Series 66-credentialed financial advisor at Edward Jones in Gardner, MA, with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a director for Gardner Square, helping to connect local businesses with the community through board involvement. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Gardner, MA West Broadway
308 West Broadway Unit 2
Gardner MA 01440
Advisors at this office
1
Massachusetts
15 years of industry experience
Edward Jones
2011 - Present • 15 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63
Leominster, MA
Cedar Rock Investment Advisors
Catherine Ryan is a CFA charterholder with 18 years of industry experience. She has been the sole advisor at Cedar Rock Investment Advisors since 2006. Cedar Rock Investment Advisors offers investment counseling and portfolio management to individuals and trusts, including charitable remainder and income-only trusts. The firm’s investment approach is based on academic research emphasizing asset allocation, low-cost instruments, and careful liquidity management, combining broad market core holdings with tactical positions informed by fundamental and behavioral analysis.
CFP®, Series 63, Series 65
Fitchburg, MA
Investment Management Trust, LLC
Kenneth Posco is a CFP® professional with 21 years of industry experience and over 40 years as a CPA. He operates Investment Management Trust, LLC as its sole advisor. In addition to his advisory work, he owns and runs a separate CPA practice providing accounting, tax, and investment advisory services in Fitchburg, MA. Investment Management Trust, LLC provides discretionary investment management, wealth management, and financial planning primarily to middle-income clients, high-net-worth individuals, trusts, estates, and small businesses. The firm focuses on long-term portfolio construction using ETFs, individual stocks, and other instruments, combining fundamental, technical, and cyclical analysis while avoiding commission-based products and speculative investments.
Series 65
Lunenburg, MA
Larchmont Wealth Advisors
Brian Sawyer is the founder and sole advisor of Larchmont Wealth Advisors in Lunenburg, MA, holding a Series 65 credential with 10 years of industry experience. He has managed Larchmont Wealth Advisors since 2015 and also operates Sawyer Automotive, an automotive repair business. Larchmont Wealth Advisors provides financial planning and portfolio management services primarily for individual investors and small businesses. The firm employs a top-down, macro-informed investment approach combined with core-plus-satellite construction and elements of active management, focusing on diversified, tax-conscious portfolios built from low-cost mutual funds, ETFs, and individual securities when appropriate.
Series 63, Series 65
Princeton, MA
Vital Wealth Strategy, LLC
Bryan Acuto is an advisor at Vital Wealth Strategy, LLC in Princeton, MA. He holds Series 63 and Series 65 designations and has experience working with Cunningham & Associates, LLC, Trust Advisory Group, Ltd., and other business ventures. His background includes roles in various companies over more than a decade. Vital Wealth Strategy, LLC provides discretionary portfolio management and comprehensive financial planning for individuals, high-net-worth households, trusts, estates, and charitable organizations. The firm also offers family office services and uses a long-term investment approach that incorporates individual securities, mutual funds, ETFs, and options, supported by fundamental, technical, and cyclical analysis.
Sterling, MA
Cambridge Trustee Advisors Inc
David Taylor is a financial advisor with Cambridge Trustee Advisors Inc in Sterling, MA, holding 32 years of industry experience. The firm provides discretionary investment management primarily to individuals, trusts, estates, charitable organizations, and occasionally pension or corporate plans. Cambridge Trustee Advisors manages approximately $55.7 million across a small client base, using a combination of fundamental, technical, cyclical, and charting methods within a range of investment strategies. The firm is attorney-owned and formally affiliated with a law firm, offering integrated legal and portfolio management services, particularly for trusts and estates.
Series 63, Series 65
Lunenburg, MA
Impact Partnership Wealth, LLC
Paul Bertrand is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked previously at Nationwide Investment Services, Brookstone Wealth Advisors, Municipal Retirement Solutions, LLC, and serves as President of Lighthouse Wealth Management, LLC, an insurance and investment sales firm. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a multi-team approach. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA retirement plan services, utilizing a range of managed models and third-party platforms.
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.
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”)