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400 advisors near
03037
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Out of 400,000+ nationwide
Ryan M
CFP®, Series 63, Series 65
Auburn, NH
Mass Mutual Investors Services
Ryan Mclaughlin is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at L.M. Kohn & Company and CGI Wealth Management LLC, where he serves as Vice President. His professional activities include retirement and investment planning. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars through annual, collaborative client relationships.
David R
Series 63, Series 66
Barrington, NH
Edward Jones
David Ranson is a financial advisor at Edward Jones in Barrington, NH, holding Series 63 and Series 66 designations with 26 years of industry experience. He has been with Edward Jones since 2000. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Laszlo H
Series 63, Series 65
Manchester, NH
Morgan Stanley
Laszlo Hobausz is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves in a successor capacity for a trust in Sunapee, New Hampshire. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and the Global Investment Committee’s research to model outcomes, while generally acting in an advisory capacity.
Annette C
Series 63, Series 65
Manchester, NH
Merrill
Annette Crnilovic is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1995. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
John D
Series 63, Series 65
Bedford, NH
LPL Financial
John Dolan is a financial advisor with LPL Financial in Bedford, NH, holding the Series 63 and Series 65 designations and accumulating 27 years of industry experience. He has worked at LPL Financial since 2007 and is also involved with Northeast Planning Associates, Inc. and Wheeler, Ring & Dolan, PC, where he participates in a CPA affiliate program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, with both discretionary and non-discretionary management options.
Evan S
Series 66
Manchester, NH
LPL Financial
Evan Searles is a financial advisor with LPL Financial in Manchester, NH, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Portsmouth Gas Light Company, St. Mary's Bank, and Northway Bank. He also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Jonathan B
Series 66
Manchester, NH
Merrill
Jonathan Babineau is a Financial Advisor at Merrill Lynch Wealth Management. Born and raised in New Hampshire, he focuses on helping clients and their families navigate various life stages through thoughtful planning, personalized guidance, and financial education. His expertise includes college education planning, legacy planning, liquidity management, managing new wealth, and personal retirement planning. He emphasizes a client-centered approach, assisting clients in understanding the pros and cons of decisions and maintaining discipline to pursue important goals. Jonathan is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Jonathan holds a Bachelor's Degree from Ave Maria University. Outside of his professional work, he is involved with the Ancient Order of Hibernians (AOH) and the Knights of Columbus. His personal interests include cooking, fishing, golfing, hiking, music, spending time with family, and woodworking.
Dylan J
Series 66
Manchester, NH
Morgan Stanley
Dylan Jann is a Series 66 licensed financial advisor with Morgan Stanley in Manchester, NH, where he has worked since 2019. He has six years of industry experience, including four years at Roger Williams University. Outside of his advisory role, he is the sole proprietor of The Jann Group LLC, a retail and online store business based in Rye, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm offers tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.
Dustin R
CFP®, Series 66
Raymond, NH
Edward Jones
Dustin Ramey is a CFP®-credentialed financial advisor with Edward Jones, serving clients in Raymond, NH. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he is a member of the Sanborn Regional School Board in Kingston, NH. Edward Jones is a wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.
Dennis C
CFP®, Series 63, Series 65
Bedford, NH
Mass Mutual Investors Services
Dennis Chenette is a CFP® professional with 14 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He holds Series 63 and Series 65 licenses and is based in Bedford, NH. In addition to his advisory role, he is involved in sales of individual life, group life, and group health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs using firm-approved analytical tools and structured planning processes.
Edward W
Series 63, Series 65
Candia, NH
OSAIC
Edward Wardle is a financial advisor at OSAIC with 34 years of industry experience. He has held the Series 63 and Series 65 designations and previously worked at Janney Montgomery Scott for nine years before joining OSAIC in 2016. In addition to his advisory role, he is a licensed insurance agent providing life and long-term care insurance to clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services across multiple platforms, utilizing firm-provided tools and third-party solutions to construct and manage portfolios with various asset types on discretionary or non-discretionary bases.
Tiffany D
Series 63, Series 65
Bedford, NH
Mass Mutual Investors Services
Tiffany Delisi is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Mass Mutual Investors Services since 2013, with a two-year period at HarborOne Mortgage, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative planning engagements and offers programs including divorce planning, estate settlement, and employer-sponsored planning.
Christopher M
Series 63, Series 65
Manchester, NH
Mass Mutual Investors Services
Christopher Moquin is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. His work history includes roles at MassMutual Life Insurance Company and Baystate Financial. Outside of his advisory work, he is involved as a hockey coach. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements and offers specialized planning programs, including divorce and estate-settlement planning.
Amanda A
Series 63, Series 65
Pembroke, NH
Cetera
Amanda Alksnitis is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America, The Patriot Financial Group, and Alder Tree Financial. Outside of her advisory role, she serves as co-president of Capitol Region Mothers of Multiples and teaches horse riding and training in Canterbury, NH. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a large nationwide network of independent advisors.
Madan T
Series 65, Series 63
Manchester, NH
Primerica Advisors
Madan Thebe is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at PFS Investments, Inc. since 2016 and has roles at Primerica Financial Services and Triangle Credit Union dating back over a decade. Additionally, he owns Madan K. Thebe/Faith Math LLC, through which he engages in various business activities including sales of loan products and home-related services referrals. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven portfolio strategies managed by third-party asset managers.
Stephen C
Series 63, Series 66
Epping, NH
Fidelity
Stephen Coolidge is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. In this role, he focuses on developing financial plans that align with clients' priorities and goals, emphasizing personalized strategies based on individual client needs. Prior to his current role, Stephen worked as an Investment Solutions Consultant at Fidelity Investments Life Insurance from 2013 to 2018. His experience spans various aspects of financial consulting, with a focus on investment solutions and executive planning. Stephen values understanding each client's unique situation to provide tailored financial advice. Additional information regarding his education, credentials, personal interests, or community involvement was not provided.
Tyler S
Series 66
Bedford, NH
Mass Mutual Investors Services
Tyler Skvorak is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he has been a senior loan officer at Homestead Mortgage Loans since 2014, assisting consumers with mortgage lending. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using a collaborative and software-driven approach to develop client-focused investment strategies.
Kristina J
Series 66
Manchester, NH
Morgan Stanley
Kristina Johnson is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and 19 years of industry experience. She has worked at various Morgan Stanley entities since 2009, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.
Jesse B
Series 63, Series 65
Manchester, NH
Morgan Stanley
Jesse Burnett is a financial advisor with Morgan Stanley in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2014, including the Morgan Stanley Private Bank since 2015. Outside of his advisory role, Burnett is a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.
Edward L
Series 63, Series 65
Manchester, NH
Wells Fargo Clearing
Edward Lynch Jr. is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an executor for an estate in Londonderry, NH. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.
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Finding advisors...
400 advisors near
03037
within the area shown on the map
Out of 400,000+ nationwide