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Wesley L

Series 63, Series 65

Somersworth, NH

Integrity Alliance, LLC

Wesley Labelle is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Capital Analysts and Lincoln Investment, each for seven years, and at Questar Asset Management and Questar Capital Corporation for three years. Outside of his advisory role, he is a part owner of Gateway Property and Casualty, an insurance firm, and has ownership interests in a marine services business and real estate ventures. Integrity Alliance provides advisory and brokerage services to a diverse client base, including individual investors, corporations, and qualified retirement plans. The firm operates as a large network of independent advisers managing roughly $5.4 billion in client assets, offering portfolio management, financial planning, and both wrap and non-wrap programs with a range of investment approaches and third-party manager referrals.

Annuities ESG / Sustainable investing
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Rodney M

Series 63, Series 66

Somersworth, NH

Integrity Alliance, LLC

Rodney Musto Jr. is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lincoln Investment and Fidelity. Outside of advising, he is a police officer in Rochester, New Hampshire. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting through multiple platforms and employs various portfolio strategies incorporating ETFs, mutual funds, fixed income, and alternative investments.

Annuities ESG / Sustainable investing
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Timothy B

Series 66, Series 63

Epsom, NH

Principal Financial Services

Timothy Bonisteel is a financial advisor at Principal Financial Services with 20 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for 16 and 17 years, respectively. He is based in Epsom, New Hampshire. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Natalie A

Series 63, Series 65

Chichester, NH

Brookstone Capital Management LLC

Natalie Allard Arell is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Outside of her advisory role, she is involved in insurance sales through JD Mellberg Financial in Tucson, AZ. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, and sovereign wealth funds. The firm provides investment management primarily on a discretionary basis through various model portfolios and managed accounts, supporting a large advisor network with its turnkey asset management platform.

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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Daniel S

Series 66, Series 63

Somersworth, NH

Integrity Alliance, LLC

Daniel Sweetland is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at Lincoln Investment, Fidelity Investments, and DHK Financial Advisors. Outside of his advisory roles, he has been involved with Gateway Retirement Solutions as a Wealth Management Associate. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans. The firm operates a network of over 300 independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and third-party manager referrals through various platform-based investment approaches.

Annuities ESG / Sustainable investing
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Joseph P

Series 63, Series 66

Rochester, NH

Citizens securities, Inc.

Joseph Perusse is a financial advisor with Citizens Securities, Inc. in Rochester, New Hampshire. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. Prior to joining Citizens Securities in 2019, he was affiliated with NYLIFE Securities LLC and Atlantic Planning Group, among others. Citizens Securities serves a diverse retail client base including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a range of advisory solutions, including a digital advisory program and managed accounts, while operating as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Katherine C

Series 63, Series 65

Northwood, NH

Equitable Advisors

Katherine Carlson is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior work includes roles at AXA Advisors, Mass Mutual Investors Services, and Baystate Financial. She serves as President of the Northwood Historical Society, organizing board meetings and community programs. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Andrew H

Series 66

Rochester, NH

Edward Jones

Andrew Hooper is a financial advisor at Edward Jones in Rochester, NH, holding the Series 66 designation with one year of industry experience. His prior work experience includes roles at Lowe’s Home Improvement and service in the U.S. Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment advisory programs and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans Newlywed/Engaged
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Richard D

Series 63, Series 65

New Durham, NH

OSAIC

Richard Driscoll is a financial advisor at Osaic Wealth, Inc. with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Everbank and Securities America Advisors, Inc. Driscoll is also involved in life insurance and annuity sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to corporations and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios incorporating a wide range of investment products.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Aaron H

Series 66

Northwood, NH

Cambridge Investment Research Advisors

Aaron Hobart is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Fidelity Investments, Robert Half Financial & Accounting, Cetera Investment Services, and Regions Bank. Outside of his advisory work, he is a member and co-owner of Matty and the Penders LLC, a musical endeavor based in Northwood, NH. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across various custody platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Gunnar T

Series 66

Deerfield, NH

Edward Jones

Gunnar Tache is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles in property management, technology research, and various positions in different sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive
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Kirk M

Series 63, Series 66

Rochester, NH

LPL Financial

Kirk Miller is a financial advisor with LPL Financial in Rochester, NH, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has prior experience at Ameriprise and RBC Capital Markets, LLC, and is also involved with Grove Point Advisors LLC and Grove Point Investments LLC. Miller is additionally engaged in insurance sales as an agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from various sources.

College savings (529s, UTMA, etc.)
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Christopher H

Series 63, Series 66

Rochester, NH

Edward Jones

Christopher Hooper is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of client types. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 66

Gilmanton Iron Works, NH

LPL Financial

Daniel Bezanson is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, research-supported model portfolios, and technology-driven management solutions.

College savings (529s, UTMA, etc.)
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Randall B

Series 66

Rochester, NH

Edward Jones

Randall Briolat Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years working at Portsmouth Naval Shipyard. Outside of his advisory role, he owns a short-term rental property in Bethel, Maine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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John O

Series 63, Series 65

Dover, NH

Cetera

John Olerio is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Webster Investment Services. Olerio serves as a board member and president of the Bank Insurance & Securities Association and is also involved with the Cranston Veterans Memorial Fund. Cetera Investment Advisers LLC is a nationally registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to various program platforms using a multi-manager approach that includes affiliated and third-party managers.

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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Richard H

CFP®, Series 63, Series 65

Rochester, NH

Cetera

Richard Hackett II is a CFP® professional with 31 years of industry experience, currently with Cetera since 2021. His prior roles include a seven-year tenure at Voya Financial Advisors and long-term involvement with Creteau, Hackett, Lachapelle & Associates, LLC. Outside of advising, he is a notary public and an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment programs and third-party managers.

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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Rick C

Series 66

Rochester, NH

Cetera

Rick Creteau is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He has been associated with Cetera and related entities since 2021. In addition to his advisory role, he has worked as an insurance agent, selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

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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John G

Series 63, Series 65

Durham, NH

OSAIC

John Gill is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Questar Asset Management and Woodbury Financial Services. Outside of advisory roles, he is a trustee for a nonprofit organization serving children and serves on the board for a high school boys soccer boosters club. OSAIC Wealth, Inc. serves a diverse client base including individuals, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party money managers and managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Samuel B

Series 63, Series 66

Pembroke, NH

Fidelity

Samuel Barker is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a blend of fundamental research and quantitative analysis, utilizing algorithmic methods and long-term asset allocation strategies.

Charitable giving & philanthropy Active portfolio management
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