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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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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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.

General estate planning guidance
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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.

Tax-loss harvesting Active portfolio management Wealth management
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Sandra B

Series 66

Concord, NH

Edward Jones

Sandra Benard is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2020. She has two years of industry experience and previously held positions outside finance, including roles in education at Weare Middle School and Second Start Alternative High School. 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, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Evan S

Series 66

Manchester, NH

LPL Financial

Evan Searles is a financial advisor with LPL Financial in Manchester, NH, holding a Series 66 license and one year of industry experience. His prior roles include positions at Portsmouth Gas Light Company, St. Mary's Bank, and Northway Bank. In addition to his advisory work, he is a notary and maintains ongoing employment outside the investment industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of representatives, offering multiple investment platforms and tools for both discretionary and non-discretionary account management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Charitable giving & philanthropy
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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.

General estate planning guidance
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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.

General retirement planning Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Edward W

Series 63, Series 65

Candia, NH

OSAIC

Edward Wardle is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked at Janney Montgomery Scott for nine years before joining OSAIC in 2016. In addition to his advisory role, he is licensed to sell life and health insurance, including long-term care products. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization through various managed account programs and supports multiple custodial and legacy platforms.

Annuities Private / alternative investments
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Amanda A

Series 63, Series 65

Pembroke, NH

Cetera

Amanda Alksnitis is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. She has 12 years of industry experience and has worked at multiple firms, including Securities America, Inc. and The Patriot Financial Group. Outside of finance, she is co-president of Capitol Region Mothers of Multiples and teaches horseback riding and horse training. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management and comprehensive financial planning through a large network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Lucas P

Series 63, Series 65

Boscawen, NH

Mass Mutual Investors Services

Lucas Pozzetta is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Ally Invest Advisors, Ameriprise Financial Services, and FIDELITY Brokerage Services. Before his financial career, he was a professional athlete for two years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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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 Primerica Financial Services since 2014, with earlier experience at Triangle Credit Union and H&R Block. He is also the owner of Madan K. Thebe/Faith Math LLC. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports clients with custodial and trade execution services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Adam A

Series 63, Series 66

Hopkinton, NH

Cambridge Investment Research Advisors

Adam Audet is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and with 14 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2021, and was previously with Lincoln Financial Securities Corporation beginning in 2015. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides a range of management platforms, proprietary model strategies, and access to third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Hunter E

Series 66

Penacook, NH

Ameriprise

Hunter Edwards is a financial advisor at Ameriprise with two years of industry experience. He previously worked at Globe Wealth Management for five years and has a Series 66 designation. Outside of his advisory role, he is involved with Lakes Region Development. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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.

General estate planning guidance
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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.

General estate planning guidance
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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 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as an executor for an estate. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research and analytics to inform its investment approach and providing both brokerage and advisory solutions.

Retired Founder/Business Owner
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Edward B

Series 63, Series 65

Manchester, NH

Morgan Stanley

Edward Buecker is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley from 2009 to 2017, Ameriprise Financial Services from 2017 to 2018, and Morgan Stanley Smith Barney since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its network of Financial Advisors and specialized groups. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and market estimates.

General estate planning guidance
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Kevin K

Series 63, Series 65

Manchester, NH

Ameriprise

Kevin Kimball is a financial advisor at Ameriprise in Manchester, NH, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Met Life, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. In addition to his advisory role, he has an ownership interest in ASK Partners, LLC, a business that provides office staffing services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning through written recommendation reports and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Raymond B

CFP®, ChFC®, Series 66

Concord, NH

Edward Jones

Raymond Burstein is a financial advisor at Edward Jones in Concord, NH, holding CFP®, ChFC®, and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Second Start Alternative High School and St. Paul's School. Outside of his advisory role, he participates as an ambassador and pro staff member for fishing apparel and equipment companies, promoting them on social media in exchange for product discounts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Business ownership considerations Family Business Business succession planning Wealth management Real estate investing Founder/Business Owner
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