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1,515 advisors near
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Out of 400,000+ nationwide
Christina O
Series 63, Series 65
Wakefiled, MA
Eagle Strategies (NY Life)
Christina O Connell is a financial advisor at Eagle Strategies (New York Life) with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Baystate Financial and Bentall Kennedy. Outside of her advisory role, she serves as a Notary Public. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse group of individual and institutional clients. The firm offers tailored solutions through various programs, including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and working within an integrated New York Life affiliate structure.
Paul F
Series 66
North Andover, MA
Empower Advisory Group
Paul Fisher is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Edward Jones and Empower Financial Services. 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 model linked to Empower’s recordkeeping and administrative platforms. Their approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, serving a large participant base relative to advisor headcount.
Hannah W
Series 63, Series 65
Danvers, MA
Commonwealth Financial Network
Hannah Webb is a financial advisor with Commonwealth Financial Network in Danvers, MA. She holds Series 63 and Series 65 licenses and has one year of experience in the industry. Her prior work experience includes roles at NBT Bank and retail positions at Victoria’s Secret and American Eagle Outfitters. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, supporting both individual and institutional investors.
John M
Series 66
Winchester, MA
Empower Advisory Group
John Mc Donough is a Series 66-licensed advisor with Empower Advisory Group, joining the firm in 2026. He has prior experience with Cutter Associates, LLC, where he worked from 2011 to 2025. 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. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.
Jason H
Series 66
Middleton, MA
Guardian Life
Jason Hutchinson is a financial advisor with Guardian Life holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Lincoln Investment and Edward Jones. Outside of advising, he is employed part-time at QAD, where he assists with appointment scheduling. Guardian Life’s subsidiary Park Avenue® Wealth Management offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm utilizes a combination of advisor-led discretionary management and model-based strategies across proprietary and third-party platforms, providing tailored financial planning and consulting services.
Michael S
Series 63, Series 65
Andover, MA
Eagle Strategies (NY Life)
Michael Savastano is a financial advisor with Eagle Strategies (New York Life) based in Andover, MA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He also operates Savastano Insurance and Financial Services, a DBA used to offer New York Life and other insurance and investment products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and maintains predominantly non-discretionary assets under management, working within the New York Life affiliate structure.
Staci F
Series 65, Series 63, Series 66
Salem, NH
Equity Services, inc.
Staci Fall is a financial advisor at Equity Services, Inc. with 26 years of industry experience. She holds Series 65, Series 63, and Series 66 credentials. Her previous experience includes roles at Santander Securities, LLC and National Life Group. She also serves as attorney-in-fact for her mother in a personal capacity. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently uses third-party asset managers and model portfolios, combining predominantly long-term strategies with options for shorter-term trading and specialized instruments.
Dianne W
CFP®, Series 63, Series 65
Danvers, MA
Commonwealth Financial Network
Dianne Webster is a CFP® professional with 29 years of industry experience, affiliated with Commonwealth Financial Network. She has been the president and owner of Integrated Financial Strategies, Inc., operating as Insight Financial Horizons, since 1999. Her career includes fixed insurance sales alongside her advisory work. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction and access to proprietary model portfolios.
Daniel S
Series 63, Series 66
Danvers, MA
Commonwealth Financial Network
Daniel Sherr is a financial advisor with Commonwealth Financial Network in Danvers, MA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been operating Sherr Financial since 2010. Outside of advisory work, he is a co-owner of Trident Benefit Solutions, LLC, which provides employee group benefits consulting. Commonwealth Financial Network serves a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custodial services, supporting both discretionary and nondiscretionary portfolio management approaches.
Thomas C
Series 63
Wilmington, MA
Commonwealth Financial Network
Thomas Craig Jr. is a financial advisor with Commonwealth Financial Network based in Wilmington, MA, holding a Series 63 designation and bringing 16 years of industry experience. He has worked at H.D. Vest Investment Securities, Inc. since 2001 and has been affiliated with Daneault Associates, Inc. since 1991. Outside of advisory work, he is involved with Rodman and Rodman, a CPA firm, where he works as an accountant. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and back-office support. The firm provides discretionary model portfolios and various customized investment solutions while supporting advisors with operations, technology, compliance, and practice management.
Daniel L
Series 66
Burlington, MA
Commonwealth Financial Network
Daniel Lahiff Jr. is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth since 2015 and was previously associated with Axial Benefits Group. His other business activities include fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.
Jane H
Series 63
Salem, MA
Commonwealth Financial Network
Jane Hood is a financial advisor at Commonwealth Financial Network with 43 years of industry experience. She has been with Commonwealth since 2000. She holds the Series 63 designation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, while supporting affiliated advisors with operations, trading, technology, and compliance.
Afsana J
Series 65, Series 63
North Andover, MA
Focus Partners Wealth, LLC
Afsana Jahan is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Foreside Fund Services, Tidal ETF Services/Toroso Investments, Balanced Rock Investment Advisors, and the Boston Impact Initiative. She serves as an Investment Committee and Advisory Board Member for Envest Microfinance Cooperative, an impact investment fund manager providing financing to microfinance institutions in developing countries. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, private funds, and third-party managers within an enhanced open architecture framework.
Eric H
Series 63
Andover, MA
Commonwealth Financial Network
Eric Hanson is a financial advisor with Commonwealth Financial Network in Andover, MA, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Commonwealth since 2008 and has operated The Hanson Group since 2007. Hanson serves as co-trustee of a non-Commonwealth client life insurance trust. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.
Richard P
Series 63, Series 65
Andover, MA
Steward Partners Investment Advisory, LLC
Richard Pignone is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services Advisors, and Steward Partners Global Advisory. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account programs.
Rachael M
Burlington, MA
Commonwealth Financial Network
Rachael Macedo is a financial advisor at Commonwealth Financial Network with six years of industry experience. She has worked at Caras & Shulman PC and PwC since 2012 and 2011, respectively. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, including wealth management and retirement plan consulting, while allowing advisors discretion in portfolio construction supported by its Investment Management and Research team.
Benjamin D
Series 63, Series 65
North Andover, MA
Hightower Advisors
Benjamin Duchano is a financial advisor at Hightower Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Colony Group, LLC, Citizens Securities, and Citizens Bank. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.
Joseph W
CFP®, Series 63
Woburn, MA
Savant Wealth Management
Joseph Waters Jr. is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Savant Wealth Management since 2026. Prior to joining Savant, he worked for Heritage Financial Services, LLC for 13 years. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by affiliated accounting, legal, and trust services.
Lawrence K
CFP®, Series 63
Danvers, MA
Commonwealth Financial Network
Lawrence Karle is a financial advisor with Commonwealth Financial Network in Harwichport, MA, holding CFP® and Series 63 credentials and having 20 years of industry experience. He is a partner at New England Wealth Management, LLC, a private entity that facilitates securities, advisory, and insurance business. His prior work includes positions at Resources Investment Advisors, Landmark School, Kestra Financial, and MassMutual. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs and services such as wealth management and retirement plan consulting. The firm supports its affiliated advisors with operations, trading, technology, investment management, compliance, and practice management while offering access to discretionary model portfolios and various program structures.
Daniel C
Series 63, Series 65
Burlington, MA
Wealth Enhancement Advisory Services, LLC
Daniel Cotton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior firms include LPL Financial, Triad Advisors, and Pinnacle Private Wealth. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, guided by an internal Investment Committee, and offers a range of financial planning, asset management, and specialized retirement consulting services.
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1,515 advisors near
01949
within the area shown on the map
Out of 400,000+ nationwide