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Christopher Y

Series 63, Series 65

Bedford, NH

Citizens Securities, Inc.

Christopher Young is a financial advisor with Citizens Securities, Inc. in Bedford, NH, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Citizens Securities and Citizens Bank since 2016 in various roles. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program and a Managed Account program while also operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Jayna T

Series 66

Dunbarton, NH

Transamerica Financial Advisors

Jayna Todisco is a Series 66-licensed financial advisor with Transamerica Financial Advisors, bringing 20 years of industry experience. Her prior work includes 16 years at Lincoln Financial Network and roles at OSAIC and WFGIA. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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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 previously worked at Gradient Advisors, LLC before joining Citizens Securities, where he has been employed 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 approach includes a digital advisory platform and managed accounts, operating within a framework that integrates its roles as a broker-dealer and subsidiary of Citizens Bank.

Tax-loss harvesting Passive / index investing
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Lindsay B

Series 63, Series 65

Manchester, NH

Citizens Securities, Inc.

Lindsay Brooks is a financial advisor at Citizens Securities, Inc. in Manchester, NH, holding Series 63 and Series 65 licenses with five years of industry experience. Her career has been primarily with Citizens Bank and Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program, which uses proprietary algorithms for ETF-based portfolios, and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Chad G

Series 63, Series 66

Manchester, NH

Empower Advisory Group

Chad Gancarz is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and 66 licenses and has worked at firms including Fidelity Brokerage Services LLC and Equitable Advisors. Prior to his advisory career, he was employed at Wiggins Airways for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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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.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Founder/Business Owner
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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.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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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.

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

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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James F

Series 63, Series 65, Series 66

New Boston, NH

Empower Advisory Group

James Freeman is a financial advisor with Empower Advisory Group in New Boston, NH, holding Series 63, 65, and 66 licenses and has 32 years of industry experience. Since 2015, he has been affiliated with GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated service model connected to Empower’s recordkeeping and administrative platforms.

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

Series 63, Series 65

New Boston, NH

Hornor, Townsend & Kent, LLC

Jeremiah Kennedy is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Hornor, Townsend & Kent since 2021 and held prior positions at Scott Christensen and Northwestern Mutual Investment Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary account options and operates as both an SEC-registered adviser and FINRA-member broker-dealer.

Business succession planning Wealth management
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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 designations and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities for 17 years. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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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.

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

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

CFP®, Series 63, Series 65

Wilton, NH

Commonwealth Financial Network

William Cahill is a CFP® professional with 40 years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously spent three years at VOYA Financial. Outside of his advisory work, he is involved in purchasing and selling baseball cards and comic books online. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides comprehensive adviser platforms, including managed-account programs, third-party asset manager access, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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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.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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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.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Macgregor M

Series 63, Series 65

New Boston, NH

Steward Partners Investment Advisory, LLC

Macgregor Maitland is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes roles at Lincoln Financial Advisors, Commonwealth Financial Network, and Signator Investors, Inc. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through personalized and third-party managed portfolio solutions.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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