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Michael P

CFP®, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Michael Panico is a Certified Financial Planner (CFP®) with 23 years of industry experience, currently serving as an advisor at Arcadia Wealth Management, LLC since 2014. He previously worked at GWN Securities Inc. from 2011 to 2016. Outside of his advisory role, Mr. Panico is the principal owner of Arcadia Tax, LLC, which provides tax preparation and planning services, and he is also actively licensed as an insurance agent representing various carriers through Arcadia Financial Group, LLC. Arcadia Wealth Management, LLC is a team-based firm serving individuals, high-net-worth clients, and pension plans by providing portfolio management, financial planning, and pension consulting. The firm applies a combination of fundamental, technical, and quantitative analysis within diversified investment strategies and offers ongoing client reviews and support across discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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William S

CFP®, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

William Salazar is a CFP®-certified financial advisor with six years of industry experience. He is currently with Arcadia Wealth Management, LLC in Manchester, NH, where he has worked for one year. Prior to this, he held roles at Commonwealth Financial Network, Lincoln Investment, Ameriprise, and other firms. Outside of finance, Salazar is the author of *The Smoke Shop's Backyard BBQ: Eat, Drink, and Party Like a Pitmaster*. Arcadia Wealth Management, LLC serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis within various investment strategies and conducts regular account reviews through a team of nine advisors managing approximately $436 million in discretionary assets.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Ryan R

Series 63, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Ryan Raphael is a financial advisor at Arcadia Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Level Four Financial, Good Life Advisors, Edward Jones, and Bankers Life. Raphael is also a licensed insurance agent affiliated with various unaffiliated insurance carriers through Arcadia Financial Group LLC. Arcadia Wealth Management is a team of nine advisors managing approximately $436 million in discretionary assets, serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a range of investment strategies supported by documented client goals and risk tolerances, and it offers ongoing portfolio management, financial planning, and pension consulting services.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Glenn S

Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Glenn Sullivan is a financial advisor at Arcadia Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Financial Compass Group, Bank of America, and Equitable Advisors. Arcadia Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes documented client goals and risk tolerances, using a range of analytical approaches and offering both discretionary and non-discretionary account management.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Timothy S

Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Timothy Spampinato is a financial advisor at Arcadia Wealth Management, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC and various non-financial companies. He also works as a paraplanner at Arcadia Financial Group, preparing cases for retirement planning. Arcadia Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs discretionary management strategies including asset allocation, diversification, and tax-aware investing, and offers educational seminars and coordination with third-party managed account programs.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Trever R

CFP®, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Trever Robbins is a CFP® and Series 66 credentialed advisor with two years of industry experience. He currently works at Arcadia Wealth Management, LLC. Prior to joining Arcadia, he has held positions with Avantax Investment Services Inc., Bartley Financial, and TSS Wealth Management LLC. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides portfolio management, selection of third-party advisers, pension consulting, and financial planning, applying a range of strategies informed by fundamental, technical, and quantitative analysis.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Christopher D

Series 63, Series 65

Manchester, NH

Arcadia Wealth Management, LLC

Christopher Dube is a financial advisor with Arcadia Wealth Management, LLC in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His work history includes multiple roles at Citizens Bank and its affiliates, as well as experience within Arcadia's affiliated entities. He is also a licensed insurance agent and occasionally offers clients insurance products through Arcadia Financial Group LLC. Arcadia Wealth Management, LLC serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, adviser selection, pension consulting, and financial planning. The firm operates as a team of nine advisors managing approximately $436 million in discretionary assets and employs a range of investment strategies supported by written Investment Policy Statements and regular account reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Christopher C

CFP®, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Christopher Carter is a CFP® with five years of industry experience, currently serving as a financial planner at Arcadia Wealth Management, LLC in Manchester, NH. His prior roles include positions at BNY Wealth and TD Private Client Wealth LLC. He is also involved with Arcadia Financial Group, LLC, where he prepares retirement planning cases and offers insurance products. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension plans with portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis and emphasizes documented client goals through Investment Policy Statements.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Hannah S

Series 63, Series 66, Series 65

Manchester, NH

Arcadia Wealth Management, LLC

Hannah Shaw is a financial advisor at Arcadia Wealth Management, LLC with three years of industry experience. She holds the Series 63, 65, and 66 licenses and previously worked at Fidelity Investments for four years. Outside of finance, she has been involved with fitness and health clubs as well as community organizations like the NH Food Bank and the Veterans of Foreign Wars. Arcadia Wealth Management is a team of nine advisors serving individuals, high-net-worth clients, and pension plans with services including portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm uses written Investment Policy Statements and combines fundamental, technical, and quantitative analysis across various investment strategies, while also offering educational seminars and maintaining affiliations with accounting and insurance services.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Taylor M

Series 65

Manchester, NH

Arcadia Wealth Management, LLC

Taylor Maliska is a financial advisor at Arcadia Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked in various roles across multiple industries including construction and delivery services. Outside of his advisory work, Maliska is a youth baseball umpire. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension plans with portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm employs a range of investment strategies guided by written Investment Policy Statements and conducts regular account reviews.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Kevin T

CFP®, Series 66, Series 63

Manchester, NH

Arcadia Wealth Management, LLC

Kevin Toohey Jr. is a CFP® professional with 11 years of industry experience, currently serving at Arcadia Wealth Management, LLC. His background includes several roles at Fidelity Investments, spanning from 2013 to 2023, before joining Arcadia in 2023. In addition to his advisory duties, he is engaged as a financial planner in a life insurance business. Arcadia Wealth Management is a team of nine advisors serving over 650 clients with approximately $436 million in discretionary assets under management. The firm provides portfolio management, third-party adviser selection, pension consulting, and financial planning, utilizing a combination of fundamental, technical, and quantitative analysis across diverse investment strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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