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William S

CFP®, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

William Salazar is a CFP®-certified financial advisor with six years of industry experience. He is currently with Arcadia Wealth Management, LLC in Manchester, NH, where he has worked for one year. Prior to this, he held roles at Commonwealth Financial Network, Lincoln Investment, Ameriprise, and other firms. Outside of finance, Salazar is the author of *The Smoke Shop's Backyard BBQ: Eat, Drink, and Party Like a Pitmaster*. Arcadia Wealth Management, LLC serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing portfolio management, third-party adviser selection, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis within various investment strategies and conducts regular account reviews through a team of nine advisors managing approximately $436 million in discretionary assets.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Ryan R

Series 63, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Ryan Raphael is a financial advisor at Arcadia Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Level Four Financial, Good Life Advisors, Edward Jones, and Bankers Life. Raphael is also a licensed insurance agent affiliated with various unaffiliated insurance carriers through Arcadia Financial Group LLC. Arcadia Wealth Management is a team of nine advisors managing approximately $436 million in discretionary assets, serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm employs a range of investment strategies supported by documented client goals and risk tolerances, and it offers ongoing portfolio management, financial planning, and pension consulting services.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Colby W

Series 65

Concord, NH

Whitegate Investment Counselors, Inc.

Colby Wolfe is a financial advisor at Whitegate Investment Counselors, Inc. in Concord, NH, holding a Series 65 designation with two years of industry experience. Prior to joining Whitegate, he worked at Queen's University Belfast and the University of New Haven. Whitegate Investment Counselors serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary portfolio management and targeted consulting engagements. The firm manages approximately $545 million in client assets and emphasizes tailored asset allocation and mutual fund/ETF analysis.

Options & derivatives strategies Real estate investing
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Mark C

Series 66, Series 65

Bedford, NH

Little House Capital, LLC

Mark Cross Powers is a financial advisor at Little House Capital, LLC with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Merrill, People's United Bank, and Infinex Investments. Little House Capital, LLC is an SEC-registered advisory firm managing approximately $675 million for about 200 clients, offering discretionary and non-discretionary portfolio management along with wealth management, financial planning, and trustee services to individuals, trusts, institutions, and retirement plans. The firm employs a personalized, long-term investment approach combining fundamental and technical analysis, and conducts ongoing oversight with formal annual reviews.

Wealth management General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy
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Richard B

CFP®, Series 63, Series 65

Manchester, NH

Fiscal Wisdom Wealth Management LLC

Richard Bean is a CFP® with 23 years of industry experience, currently serving at Fiscal Wisdom Wealth Management LLC in Manchester, NH. His prior roles include positions at Portsmouth-SmartLife Financial Group, Motiv8 Investments LLC, Capital Asset Advisory Services, LLC, and Retirement Advisor Of Ne, Inc. In addition to his advisory work, he is an independent insurance producer specializing in fixed life, health, fixed annuities, long-term care, and estate planning. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, using both discretionary and non-discretionary portfolio management. The firm offers tailored portfolio construction with active and passive strategies across various asset classes, along with financial plans, seminars, and cash-management options.

Active portfolio management Passive / index investing Business exit / sale strategy
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Glenn S

Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Glenn Sullivan is a financial advisor at Arcadia Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Financial Compass Group, Bank of America, and Equitable Advisors. Arcadia Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes documented client goals and risk tolerances, using a range of analytical approaches and offering both discretionary and non-discretionary account management.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Olivia L

CFP®, Series 66

Manchester, NH

Abundo Wealth

Olivia Lima is a CFP® professional with three years of industry experience, currently serving at Abundo Wealth in Sioux Falls, SD. Her background includes roles at The Vanguard Group, Randstad, and Lutheran Social Services of SD, as well as a long tenure at Augustana University. Olivia holds a minority interest ownership in NeuralStudio SEZC, an investment-related business based in the Cayman Islands. Abundo Wealth offers comprehensive financial planning and non-discretionary investment advisory services to individual clients without an asset minimum. The firm emphasizes passive, low-cost index fund strategies and provides advice through a client portal, operating multiple offices and structuring fees on a subscription basis rather than as a percentage of assets.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies
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Stephen M

CFA®, Series 63

Manchester, NH

Eldridge Investment Advisors Inc.

Stephen Murray is a CFA® charterholder with 17 years of industry experience, currently serving at Eldridge Investment Advisors Inc. in Manchester, NH, where he has worked since 2016. He holds the Series 63 license and is part of an eight-advisor team. Eldridge Investment Advisors provides personalized investment advisory and financial planning services to a diverse client base, including individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a range of investment methods tailored to client objectives and risk tolerances, and it offers both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Timothy S

Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Timothy Spampinato is a financial advisor at Arcadia Wealth Management, LLC with a Series 66 credential and one year of industry experience. His prior roles include positions at Equitable Advisors, LLC and various non-financial companies. He also works as a paraplanner at Arcadia Financial Group, preparing cases for retirement planning. Arcadia Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs discretionary management strategies including asset allocation, diversification, and tax-aware investing, and offers educational seminars and coordination with third-party managed account programs.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Joseph D

Series 63, Series 65

Concord, NH

Carlson Investments

Joseph Drinon is a financial advisor at Carlson Investments in Concord, NH, holding Series 63 and Series 65 licenses with 21 years of industry experience. Prior to joining Carlson Investments, he worked at UBS Financial Services from 1978 to 2007. Carlson Investments is an employee-owned, fee-only advisory firm managing approximately $735 million for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs fundamental analysis across Equity, Balanced, and Fixed Income portfolio styles and reports performance publicly, operating without commission arrangements or third-party product sales.

Options & derivatives strategies Active portfolio management
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Sarah B

Series 66, Series 65

Concord, NH

Whitegate Investment Counselors, Inc.

Sarah Burdette is a financial advisor at Whitegate Investment Counselors, Inc. with 20 years of industry experience. She holds Series 65 and Series 66 credentials and has worked previously at Merrill, Harvest Capital Management, and Taylor, Cottrill, Erickson & Associates. Whitegate Investment Counselors serves high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary portfolio management, participant-directed 401(k) advisory, IRA rollover recommendations, and targeted consulting. The firm manages approximately $545 million in client assets and focuses on tailored asset allocation and mutual fund/ETF analysis with periodic reviews and institutional brokerage custody.

Options & derivatives strategies Real estate investing
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Stephen B

CFP®, ChFC®, PFS™, Series 63

Bedford, NH

Brophy Wealth Management, LLC

Stephen Brophy is a CFP®, ChFC®, and PFS™ credentialed advisor with 39 years of industry experience. He is a principal at Brophy Wealth Management, LLC, where he has worked since 2013, and also works with APW Capital, Inc. Brophy serves as a board member overseeing finances for Saint Marie’s Parish and as treasurer for Saint Marie’s Endowment Fund, both nonprofit roles with no compensation. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning, wealth analyses, and investment management. The firm combines fundamental and technical analysis with third-party manager research to construct globally diversified portfolios, typically managed on a discretionary basis with ongoing monitoring and regular reviews.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner
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Eric P

Series 63, Series 65

Manchester, NH

Eldridge Investment Advisors Inc.

Eric Putney is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Eldridge Investment Advisors, Stephen Eldridge & Company, and LPL Financial since 2002. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory financial products.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Stephen E

Series 63, Series 65

Manchester, NH

Eldridge Investment Advisors Inc.

Stephen Eldridge is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. He has been associated with LPL Financial and Eldridge Investment Advisors, Inc. since 1992 and has operated Stephen Eldridge & Co. since 1977. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Sean R

Series 63, Series 66

Manchester, NH

Eldridge Investment Advisors Inc.

Sean Riley is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Eldridge Investment Advisors and Stephen Eldridge & Co. since 2007, where he is involved in pension administration through a third-party administrator role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by in-house research and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Susan E

Series 63, Series 65

Manchester, NH

Eldridge Investment Advisors Inc.

Susan Eldridge is a financial advisor with Eldridge Investment Advisors Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at LPL Financial, LLC and Stephen Eldridge & Co. since the early 1990s. Outside of her advisory roles, she is involved in an insurance agency affiliated with Stephen Eldridge & Co. Eldridge Investment Advisors, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations, managing approximately $791 million in discretionary assets. The firm customizes portfolios based on clients’ goals, time horizons, and risk tolerances using multiple analysis methods, and offers retirement plan services including fiduciary 3(38) management and plan monitoring.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Michael G

CFP®, Series 63, Series 66

Bedford, NH

Brophy Wealth Management, LLC

Michael Guarini is a CFP® with 10 years of industry experience, currently serving at Brophy Wealth Management, LLC. His prior experience includes roles at APW Capital, Inc. and Santander Securities, LLC. He is a board member of Families in Transition, a nonprofit organization in Manchester, New Hampshire. Brophy Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial planning and investment management. The firm combines fundamental and technical analysis with third-party manager research to create globally diversified portfolios, managing over $512 million in discretionary assets with a small advisory team.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Founder/Business Owner
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Thomas L

Series 63

Manchester, NH

Curbstone Financial Management Corp.

Thomas Lewry IV is a financial advisor at Curbstone Financial Management Corp. in Manchester, NH, with 53 years of industry experience. He has been with Curbstone since 1983. Lewry holds a Series 63 designation. Curbstone Financial Management Corp. provides discretionary investment management to individuals, including high-net-worth clients, as well as institutional clients such as endowments, charitable organizations, and pension plans. The firm manages portfolios using an Enhanced Relative Return strategy focused on disciplined asset allocation and conducts regular reviews of holdings and asset allocation.

Annuities
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Trever R

CFP®, Series 66

Manchester, NH

Arcadia Wealth Management, LLC

Trever Robbins is a CFP® and Series 66 credentialed advisor with two years of industry experience. He currently works at Arcadia Wealth Management, LLC. Prior to joining Arcadia, he has held positions with Avantax Investment Services Inc., Bartley Financial, and TSS Wealth Management LLC. Arcadia Wealth Management, LLC is a team of nine advisors serving individuals, high-net-worth clients, and pension and profit-sharing plans. The firm provides portfolio management, selection of third-party advisers, pension consulting, and financial planning, applying a range of strategies informed by fundamental, technical, and quantitative analysis.

Annuities Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Pamela D

Series 65

Manchester, NH

Curbstone Financial Management Corp.

Pamela Diamantis is a financial advisor with Curbstone Financial Management Corp. in Manchester, NH, holding a Series 65 designation and over 20 years of industry experience. She has worked at US Trust/State Street since 2000. Pamela serves as General Partner of the Impact NH Series Fund, LP, a limited partnership aimed at encouraging women to become angel investors and supporting businesses with women in leadership roles. She also serves on the Board of Directors of Primary Bank. Curbstone Financial Management Corp. provides discretionary investment management to individuals, including high-net-worth clients, and a variety of institutional clients. The firm focuses on portfolio construction and asset allocation within a single Enhanced Relative Return strategy, employing fundamental and technical analysis across securities, mutual funds, and ETFs.

Annuities
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