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Scott S

Series 63, Series 65

Bedford, NH

Bay Point Financial, LLC

Scott Sullivan is a financial advisor at Bay Point Financial, LLC in Bedford, NH, holding Series 63 and Series 65 registrations with 34 years of industry experience. His career includes roles at OSAIC, Triad Advisors, Independent Advisers Group Corp, and Osaic FS, Inc. Sullivan is also owner of an insurance business selling life, disability, health, and long-term care insurance, and serves as a corporator for Franklin Savings Bank. Bay Point Financial, LLC advises individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, retirement plan consulting, and third-party program consulting. The firm emphasizes diversified, passive core allocations using index funds and ETFs, applying asset allocation and Modern Portfolio Theory, and typically operates on a non-discretionary basis by directing clients to third-party managers with discretionary authority.

General retirement planning Retirement income strategy Passive / index investing Real estate investing
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Douglas C

CFP®, Series 65

Lee, NH

Cobb Financial, LLC

Douglas Cobb is a CFP® professional with 22 years of industry experience. He has been the sole advisor at Cobb Financial, LLC since 2003. The firm provides discretionary investment management and financial planning services, along with tax preparation and CFO/business consulting engagements under separate fee arrangements. Cobb also maintains a full-time corporate finance role outside of his advisory practice. Cobb Financial, LLC serves individual clients by constructing diversified portfolios using fundamental and technical analysis, with regular reviews and reporting. The firm combines investment management with tax and business advisory services, operating a practitioner-led model focused on accounts generally at or above $100,000.

Wealth management Cash flow / budgeting Business succession planning
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Stephen M

ChFC®, Series 63

Manchester, NH

Legacy Financial Solutions, Inc.

Stephen Mathieu is a ChFC® credentialed financial advisor with 27 years of industry experience. He has been with Legacy Financial Solutions, Inc. since 1997 and also serves as managing member and accountant at LFS Tax Group, LLC, a tax consulting and accounting firm. Legacy Financial Solutions provides personalized financial planning and asset management services to individuals, trusts, estates, charitable organizations, and business entities, serving both individual and high-net-worth clients. The firm employs a non-discretionary approach using fundamental and technical analysis and integrates financial and estate planning into its advisory services.

General estate planning guidance Charitable giving & philanthropy Income planning Life insurance needs analysis Retired
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Daniel M

Series 66

Auburn, NH

Nutfield Financial

Daniel Mclaughlin is a financial advisor at Nutfield Financial with 15 years of industry experience and holds a Series 66 designation. He has worked with Nutfield Financial Services Ltd since 2006, including roles at Cetera Advisors LLC and Cetera. In addition to his advisory work, he is an insurance agent specializing in life, health, disability, annuities, and long-term care. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses by offering financial planning focused on retirement and estate planning, investment advisory services, tax preparation, and a range of insurance products. The firm provides non-discretionary investment advice, employing a mix of buy-and-hold strategies, short-term trading, and covered-call techniques, alongside a sub-advisory partnership and technology-enhanced client service.

General retirement planning General estate planning guidance Annuities
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Joseph L

CFP®, Series 63, Series 65

Manchester, NH

Goldfinch Financial, Inc.

Joseph Latona is a CFP® professional with 21 years of experience in the financial services industry. He has been with Goldfinch Financial, Inc. since 2015 and is also associated with LPL Financial. In addition to his advisory work, he is a licensed notary. Goldfinch Financial provides financial planning and consulting services to individuals, trusts, charitable organizations, and businesses. The firm focuses on broad-based or modular written plans and targeted advice without offering discretionary portfolio management or taking custody of client assets.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Life insurance needs analysis Annuities
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Charles S

ChFC®, Series 63, Series 65

Manchester, NH

Glenwood Investment Group, LLC

Charles Stephen is a financial advisor with Glenwood Investment Group, LLC in Manchester, NH. He holds the ChFC® designation and has 27 years of industry experience, including prior roles at Affinity Investment Group, LLC and Mass Mutual Investors Services. He is also a licensed insurance broker. Glenwood Investment Group provides personalized financial planning and investment management to individuals, trusts, small businesses, estates, and a charitable organization. The firm uses a core-and-satellite investment approach, combining actively managed funds, index funds, and ETFs, with regular portfolio reviews and written account statements.

General retirement planning Cash flow / budgeting Income planning
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Jenny R

Series 65

Manchester, NH

American Wealth Protection Financial, LLC

Jenny Rivard is a financial advisor with American Wealth Protection Financial, LLC in Manchester, NH. She holds a Series 65 designation and has nine years of industry experience. Rivard previously worked at Truth of Investing and The Cloutier Group's Estate & Financial Strategies. She is also the owner and practicing attorney of AWP Legal LLC, a law firm in Manchester. American Wealth Protection Financial provides investment management, financial planning, and consulting services to individuals, trusts, nonprofits, corporations, and other advisers. The firm manages approximately $70 million across 159 client relationships, typically using exchange-traded funds and a long-term, tailored approach that combines fundamental, technical, and quantitative analysis.

Wealth management Passive / index investing Retirement income strategy Annuities Attorney
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David M

CFP®, Series 63

Auburn, NH

Nutfield Financial

David Mclaughlin is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Nutfield Financial. He has worked at Cetera Advisors LLC for eight years and has been with Nutfield Financial Services, Ltd since 1994. Outside of advisory work, he is involved in tax preparation and financial services under a DBA of his firm and also acts as an insurance agent selling life, health, disability, annuities, and long-term care products. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses by providing financial planning focused on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm delivers non-discretionary investment advice using fundamental and cyclical analysis, combining buy-and-hold strategies, occasional short-term trading, and covered-call techniques.

General retirement planning General estate planning guidance Annuities
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John D

Series 66

Manchester, NH

Glenwood Investment Group, LLC

John Dougherty is a financial advisor at Glenwood Investment Group, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial Corp and MML Investors Services, LLC. Outside of his advisory role, he manages a rental property in Hampton, NH. Glenwood Investment Group provides personalized financial planning and investment management to individuals, trusts, small businesses, estates, and a charitable organization. The firm employs a strategic asset allocation approach using a core-and-satellite mix of actively managed funds, index funds, and ETFs, with ongoing portfolio monitoring and quarterly reviews.

General retirement planning Cash flow / budgeting Income planning
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Thomas S

CFP®, Series 66

Manchester, NH

Glenwood Investment Group, LLC

Thomas Stephen is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Glenwood Investment Group, LLC since 2018 and previously held roles at Valmark Advisers, Inc. and Valmark Securities, Inc. He is based in Manchester, NH. Glenwood Investment Group provides personalized financial planning and investment management services to individuals, trusts, small businesses, estates, and a charitable organization. The firm uses a strategic asset allocation with a core-and-satellite approach, combining actively managed funds, index funds, and ETFs, and offers continuous portfolio supervision along with financial and non-securities advice.

General retirement planning Cash flow / budgeting Income planning
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Michael C

Series 65

Manchester, NH

American Wealth Protection Financial, LLC

Michael Conlon is a financial advisor with American Wealth Protection Financial, LLC, holding a Series 65 designation and six years of industry experience. He has worked at several firms, including Markowski Investments and Advisorassist LLC, and served in the Hillsborough County Attorney Office. Conlon is also a licensed attorney and provides legal services through AWP LEGAL LLC. American Wealth Protection Financial, PLLC offers investment management, financial planning, and consulting services to individuals, trusts, nonprofits, corporations, and other advisers. The firm employs a long-term, tailored investment approach using fundamental, technical, and quantitative analysis, and typically constructs portfolios with exchange-traded funds.

Wealth management Passive / index investing Retirement income strategy Annuities Attorney
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Monique P

Series 65

Manchester, NH

GELINAS & COMPANY, CPA, PLLC

Monique Pratte is a financial advisor at Gelinas & Company, CPA, PLLC with 11 years of industry experience. She holds a Series 65 designation and has been with Gelinas & Company since 2006. The firm is a CPA practice that also offers investment advisory services, including model portfolio management and financial consulting, primarily through model portfolios or referrals to a third-party investment adviser. Gelinas & Company provides advisory services alongside its accounting practice, with an emphasis on referral and consulting engagements rather than direct asset management.

Income planning
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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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Gregory G

ChFC®, Series 63, Series 65

Candia, NH

Affinity Investment Group, LLC

Gregory Gagne is a financial advisor with Affinity Investment Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Affinity since 1998. Outside of his advisory role, he works as an independent insurance agent, dedicating a portion of his time to this activity. Affinity Investment Group serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $515 million in client assets using a core-and-satellite asset allocation strategy focused on mutual funds and ETFs, with portfolio supervision tailored to client objectives and tax considerations.

ESG / Sustainable investing
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Justin E

Series 66

Manchester, NH

Eldridge Investment Advisors Inc.

Justin Eldridge is a financial advisor at Eldridge Investment Advisors Inc. in Manchester, NH, with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Stephen Eldridge & Company. Eldridge Investment Advisors provides personalized investment advisory and financial planning services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a range of investment strategies aligned with client objectives and risk tolerances and offers both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Craig G

Series 63, Series 65

Manchester, NH

Eldridge Investment Advisors Inc.

Craig Garner is a financial advisor with Eldridge Investment Advisors Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Eldridge Investment Advisors and LPL Financial since 2010 and has been involved with Stephen Eldridge & Company, Inc. since 1990. Outside of his advisory role, he performs and arranges music for a brass quintet and has written training material for the American Retirement Association. Eldridge Investment Advisors, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm customizes portfolios based on clients’ goals, time horizons, and risk tolerances, employing various analysis methods and offering retirement plan services including ERISA 3(38) fiduciary arrangements.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Luke T

CFP®, Series 66, Series 63

Bedford, NH

Brophy Wealth Management, LLC

Luke Trotochaud is an Associate Wealth Manager at Brophy Wealth Management, LLC, with 11 years of industry experience. He holds the CFP® designation and securities licenses Series 66 and Series 63. His prior work includes roles at FIDELITY Brokerage Services LLC, Merrill, and Bank of America. Brophy Wealth Management provides fiduciary financial planning and discretionary investment management to individuals, trusts, charitable organizations, and business entities. The firm uses strategic and tactical asset allocation and third-party independent managers to tailor portfolios according to client risk tolerances and time horizons.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner
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James B

CFP®, Series 66

Bedford, NH

Brophy Wealth Management, LLC

James Brophy is a Certified Financial Planner® with 10 years of industry experience. He is a co-founder of Brophy Wealth Management, LLC and has worked at Comprehensive Asset Management & Servicing, Inc. since 2015. Brophy serves as treasurer for the Reverand Gelinas Scholarship Fund in Manchester, NH. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, wealth analyses, and investment management. The firm manages over $512 million in discretionary assets using a combination of fundamental and technical analysis, third-party manager research, and strategic and tactical asset allocation.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner
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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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