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Michael M
Series 63, Series 65
Manchester, NH
Wells Fargo Clearing
Michael Mackey is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Jake H
Series 66
Bedford, NH
Edward Jones
Jake Hammond is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Raymond James Financial, Hemlock Creek Wealth Management LLC, and Citizens Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and maintains a large footprint of financial advisors and branch offices nationwide.
Nicholas B
Series 66
Bedford, NH
Edward Jones
Nicholas Brigham is a financial advisor at Edward Jones in Bedford, NH with two years of industry experience. He holds a Series 66 designation and previously worked in real estate with Berkshire Hathaway Home Services Verani Realty and eXp Realty. Outside of advising, he is co-owner and founder of Koda Properties LLC, a real estate investment company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including managed solutions and separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as affiliated investment and trust services.
Richard G
Series 63, Series 65
Manchester, NH
Primerica Advisors
Richard Girard is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at UPS and service on the Manchester School Board. Outside of advising, he serves as a Justice of the Peace and Notary in Manchester and hosts the program "Girard at Large." Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on individual investors rather than institutional clients.
Clark G
Series 65, Series 63
Manchester, NH
Merrill
Clark Giles is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on personal retirement planning, portfolio management services, and retirement income. Clark works with individuals seeking professional investment management and planning for all stages of life. He holds a bachelor's degree in Economics and Computer Science from Providence College. Clark has earned the CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, as well as Personal Investment Advisor (PIA) status. He also holds Series 7, 63, and 65 FINRA Registrations. Outside of his professional work, Clark enjoys fishing, hiking, skiing, and spending time with his family.
Patrick D
Series 63, Series 66
Manchester, NH
Fidelity
Patrick Donovan is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Bryant University and the Executive Health & Sports Center, as well as running a catering business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.
Michelle L
CFP®, Series 63, Series 65
Bedford, NH
LPL Financial
Michelle Lauder is a CFP® certificant with 25 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Steward Partners Investment Solutions, Raymond James Financial Services, Wells Fargo Clearing, and Merrill. She serves as a board member and commissioner for the Manchester Transit Authority, overseeing financial matters for the public transit and school bus systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies through a large network of advisors and incorporates operational and research tools to assist client service.
Nathaniel S
CFP®, Series 63, Series 65
Bedford, NH
Raymond James Financial
Nathaniel Shaw is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Bedford, NH. He has been with Raymond James Financial and Raymond James Financial Services since 2011. Outside of his advisory role, Shaw is involved in mentorship at NH Bookkeeping Services LLC and engages in fixed annuity transactions as a licensed insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting, using various analytical tools, and supports municipal and public finance work through its affiliation with a municipal advisor.
Nicholas K
Series 63, Series 66
Londonderry, NH
Fidelity
Nicholas Kuba is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2011. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with specialized roles in commodity pool operations and fund advisory.
Christopher L
Series 66
Manchester, NH
Edward Jones
Christopher Larro is a financial advisor with Edward Jones in Manchester, NH. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to this, he worked at United Natural Foods, Inc., Airmar Technology Corporation, and C&S Wholesale Grocers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Cullen B
Series 66
Bedford, NH
Mass Mutual Investors Services
Cullen Barnes is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 credential and has prior work history with MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his financial advisory role, he is the owner and operator of Wheely Clean Mobile Detailing, a mobile car detailing business he has run since 2011. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning approaches to develop tailored financial recommendations.
Eva N
Series 66
Bedford, NH
Ameriprise
Eva Normandin is a financial advisor at Ameriprise in Concord, NH, holding a Series 66 designation with three years of industry experience. She has worked at Ameriprise since 2021 and previously held roles at Flatiron Financial Group, Anthropologie, and the University of New Hampshire. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized retirement-income consulting team.
James F
Series 63, Series 65
Londonderry, NH
Primerica Advisors
James Figueira is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services dating back to 2004. Outside of his advisory work, he is the founder of the Concord NH Breakfast Club, a local networking group. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates on a large scale with thousands of advisors and offices and uses model-driven investment strategies managed by unaffiliated asset managers.
David S
ChFC®, Series 63
Londonderry, NH
Edward Jones
David Sailor Jr. is a financial advisor at Edward Jones in Londonderry, NH, holding the ChFC® and Series 63 designations with 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is listed as a partner in a technical sales consulting firm established by his wife, though he has no responsibilities or involvement in the company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Kara N
Series 63, Series 66
Lyndeborough, NH
Fidelity
Kara Nixon is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2000. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research alongside quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs to intermediary platforms.
Andrew S
Series 66
Bedford, NH
Edward Jones
Andrew Stoller is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Shred-It for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.
Linda S
Series 63, Series 65
Manchester, NH
Wells Fargo Clearing
Linda Sirois is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Prudential Equity Group, LLC from 1998 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Biren P
CFP®, Series 66
Manchester, NH
LPL Financial
Biren Patel is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFP® and Series 66 credentials and has worked at firms including Fidelity Investments, TD Bank, and Bar Harbor Bank and Trust. Outside of advisory work, he is employed as a delivery driver and also serves as a notary in Manchester, NH. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, access to third-party asset managers, and institutional platforms, combining extensive resources with a large network of investment adviser representatives.
Rob R
Series 66
Bedford, NH
LPL Financial
Rob Rigsby is a financial advisor with LPL Financial in Bedford, NH, holding a Series 66 designation and 15 years of industry experience. He has worked at firms including Waddell & Reed, Wells Fargo Clearing, Merrill, and Morgan Stanley. Rigsby also serves as a manager of WTPK, LLC, and works as an insurance agent for various carriers associated with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.
Mathew F
CFP®, Series 66
Manchester, NH
Wells Fargo Clearing
Mathew Fabiani is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2025, following roles at Ameriprise Financial Services and Morgan Stanley in various capacities from 2011 to 2025. He serves as Chair of the Andover Contributory Retirement Board in North Andover, MA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, employing research-driven investment strategies and offering a broad range of financial products.
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