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1,557 advisors near
03032
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Peter B
Series 65, Series 63
Manchester, NH
Citizens Securities, Inc.
Peter Buttaro is a financial advisor at Citizens Securities, Inc. in Manchester, NH, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.
Lindsay B
Series 63, Series 65
Manchester, NH
Citizens Securities, Inc.
Lindsay Brooks is a financial advisor at Citizens Securities, Inc. with four years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citizens Securities and Citizens Bank since 2019 in various roles. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs as well as brokerage and insurance services, including a digital advisory program that recommends ETF-based portfolios using proprietary algorithms.
Michael B
Series 63, Series 65
Bedford, NH
Citizens Securities, Inc.
Michael Barry is a financial advisor at Citizens Securities, Inc. in Bedford, NH, with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Citizens Securities since 2009. Outside of his advisory role, he serves as a Player Agent on the Board of Directors for Goffstown Junior Baseball. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and insurance agency.
Chad G
Series 63, Series 66
Manchester, NH
Empower Advisory Group
Chad Gancarz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Equitable Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.
Christopher K
CFP®, Series 63, Series 66
Londonderry, NH
Creative Planning
Christopher Kelliher is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 66 licenses and is based in Windham, NH. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.
Alexander F
Series 63, Series 66
Manchester, NH
TD private Client Wealth LLC
Alexander Friganza is a financial advisor with TD Private Client Wealth LLC in Manchester, NH, holding Series 63 and Series 66 licenses. He has worked in the financial services industry since 2021, including roles at TD Bank, J.P. Morgan Securities, and Wells Fargo. Prior to his financial career, he was involved in restaurant management with Greene Turtle and Nicks Tuscan Grill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and offers portfolio management, financial planning support, and custody services.
John O
Series 63, Series 66
Bedford, NH
Prime Capital Financial
John O Brien is a financial advisor at Prime Capital Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America, Merrill, and Santander Securities. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan services, and family office offerings, utilizing both discretionary and non-discretionary strategies across multiple platforms.
Bernard B
Series 63
Merrimack, NH
Brookstone Capital Management LLC
Bernard Boucher is a financial advisor at Brookstone Capital Management LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at Brookstone since 2017, following eight years at Kalos. In addition to his advisory work, he owns and operates a tax preparation business. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm emphasizes a platform approach, supporting a large advisor network with back-office and turnkey asset management services.
Robert T
Series 63, Series 66
Manchester, NH
Empower Advisory Group
Robert Torre is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Kaitlyn R
CFP®, Series 63, Series 65
Manchester, NH
Steward Partners Investment Advisory, LLC
Kaitlyn Ramsay Longley is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. Her career includes roles at Raymond James Financial Services, Inc., Fidelity Brokerage Services LLC, and Putnam Retail Management Ltd Partnership. She serves as a board member of The Moore Center, a nonprofit supporting people with developmental disabilities in Manchester, NH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm provides investment advisory, financial planning, pension consulting, and managed account programs to individuals, including high-net-worth clients, as well as pensions, corporations, trusts, estates, and charitable organizations.
Christopher L
Series 66
Atkinson, NH
Empower Advisory Group
Christopher Lynch is a Series 66-licensed financial advisor at Empower Advisory Group with three years of industry experience. He previously worked at Edward Jones for three years and spent twelve years at CNE Direct Inc. before joining Empower. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated solutions tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Anthony A
Series 65, Series 63
Raymond, NH
Citizens Securities, Inc.
Anthony Ata is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Citizens Securities since 2016, following two years at Citizens Bank. Outside of advisory work, he owns and maintains a multi-family property. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory approach includes a digital advisory program based on proprietary algorithms and a Managed Account program, while also operating as a broker-dealer and insurance agency.
Charles B
Series 66
Nottingham, NH
Commonwealth Financial Network
Charles Byrnes III is a financial advisor at Commonwealth Financial Network with 19 years of industry experience. He holds a Series 66 designation and previously worked at American Portfolios for 16 years. Outside of his advisory role, he is the owner and president of Inverness Financial Group, Inc., a private entity involved in securities, advisory, and insurance business, and also owns a holding company, View Changes Daily LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, technology, investment management, and compliance while providing access to discretionary model portfolios and customized investment solutions.
Rosanne K
Series 66, Series 63
Bow, NH
Guardian Life
Rosanne Kane is a financial advisor at Guardian Life with 18 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities for over 15 years. Guardian Life’s wholly owned subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.
Gregory R
Series 63, Series 66
Amherst, NH
Empower Advisory Group
Gregory Robidoux is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior positions include roles at Empower Retirement and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through integrated financial planning services connected to Empower’s recordkeeping and administrative platforms.
Salvatore D
Series 63, Series 66
Merrimack, NH
Empower Advisory Group
Salvatore D'Ambrosio is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group and Empower Financial Services, Inc. in 2026, he spent 24 years with Fidelity Brokerage Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through point-in-time financial plans and optional managed account solutions.
Curt M
Series 66
Plaistow, NH
TD private Client Wealth LLC
Curt Martens is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and two years of industry experience. Prior to joining TD Private Client Wealth, he worked at Edward Jones and held various roles in different industries including education and retail. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, utilizing a platform that combines strategic and tactical asset allocation with offerings from both affiliated and third-party sub-managers.
Sarah M
CFP®, Series 66
Bedford, NH
J. W. Cole Advisors, Inc.
Sarah Mc Donald is a CFP® with 13 years of industry experience, currently serving as a financial advisor at J.W. Cole Advisors, Inc. since 2020. Her prior roles include positions at Arcadia Wealth Management, LLC and Edward Jones. J.W. Cole Advisors is an SEC-registered investment adviser that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.
Christopher M
CFP®, Series 63, Series 65
Bedford, NH
Integrated Wealth Concepts LLC
Christopher Michalman is a CFP® professional with 30 years of experience in the financial industry. He has been with Integrated Wealth Concepts LLC since 2016 and previously spent six years at LPL Financial. He holds Series 63 and Series 65 licenses. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing customized portfolios and a primarily long-term investment approach.
Matthew M
Series 63, Series 65
Londonderry, NH
Empower Advisory Group
Matthew Morin is a financial advisor with Empower Advisory Group in Londonderry, NH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Empower Retirement since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.
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Finding advisors...
1,557 advisors near
03032
within the area shown on the map
Out of 400,000+ nationwide