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Stephen V
Series 63, Series 65
Londonderry, NH
LPL Financial
Stephen Vanderhoof is a financial advisor with LPL Financial in Londonderry, NH, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He previously worked at Ameriprise for nine years before joining Linsco/Private Ledger, now part of LPL Financial, where he has been since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset management, and institutional platforms.
Raymond W
CFP®, ChFC®, Series 63, Series 65
Bedford, NH
OSAIC
Raymond White is a financial advisor with Osaic Wealth, Inc. located in Bedford, NH, holding CFP® and ChFC® designations with 38 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years and has been involved with Cornerstone Benefit and Retirement Group since 1993, where he also offers insurance and employee benefit services. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and risk assessment methodologies.
Christopher F
Series 65, Series 66
Nashua, NH
Cetera
Christopher Fisher is a financial advisor with Cetera Wealth Services, LLC, holding Series 65 and Series 66 licenses and 25 years of industry experience. Prior to joining Cetera in 2025, he worked for Avantax Insurance Agency and Avantax Advisory Services. Outside of his advisory work, Fisher owns and operates Hallmark Financial, Inc., providing accounting and tax services, and serves on the Board of Directors for Merrimac Heights Academy, a nonprofit educational institution. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.
Adam T
CFP®, Series 63, Series 65
North Andover, MA
LPL Financial
Adam Tobin is a Certified Financial Planner® with 33 years of industry experience, currently affiliated with LPL Financial since 2004. In addition to his advisory role, he operates the Law Offices of Adam Tobin PC, providing legal services unrelated to investment advising. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies and technology tools to support advisers.
John M
Series 63, Series 65
Andover, MA
Raymond James Financial
John Murphy Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes positions at First Tech Federal Credit Union and John Hancock Investment Management, among others. He is also an associate at Addison Avenue Investment Services, where he provides financial advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs non-discretionary consulting tailored to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.
Jennifer W
Series 66
Nashua, NH
Fidelity
Jennifer Woodhead is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, she partners with clients to understand their unique goals and create customized financial plans that align with these objectives. Jennifer's professional experience includes her current position at Fidelity Investments since 2022, where she initially served as a Workplace Planning Consultant before advancing to her current role in 2023. Prior to joining Fidelity, she worked at Charles Schwab Independent Branch as an Associate Financial Consultant from 2020 to 2022 and as a Client Service Specialist from 2018 to 2020. Earlier in her career, Jennifer was an Applications Consultant at Standard & Poor's from 2001 to 2004.
John E
Series 66
Bedford, NH
Raymond James Financial
John Ecklund is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network, Financial Strategies Retirement Partners, and Equitable Advisors, LLC. Outside of finance, he has experience working at Rays Seafood and in educational roles at the University of New Hampshire, Trinity High School, and Hillside Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Matthew P
Series 63, Series 65
Londonderry, NH
Primerica Advisors
Matthew Peters is a financial advisor with Primerica Advisors in Londonderry, NH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Primerica Financial Services since 2001 and was employed at Wurth USA for 15 years. Outside of his advisory role, he is involved in sales of home security and automation products through affiliate companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by third parties and supports accounts with custodial and trade execution services from Pershing and BNY Mellon Advisors.
Sondos A
Series 66, Series 63
Andover, MA
Merrill
Sondos Abedallah is a financial advisor with Merrill in Andover, MA, holding Series 66 and Series 63 licenses and five years of industry experience. Her prior work includes roles at Bank of America, Citizens Bank, J.P. Morgan Chase Bank, and Santander Bank. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party teams.
Joseph C
CFP®, Series 63, Series 66
Nashua, NH
Fidelity
Joseph Chingas is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he partners with clients and their families to develop and refine comprehensive financial plans aimed at helping them progress toward their financial goals and achieve peace of mind. Joseph has been with Fidelity Investments since 2013, serving in various capacities including Financial Service Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. His professional experience encompasses a broad range of financial services and investment consulting responsibilities. Outside of his professional work, Joseph has personal interests in fitness, golf, hiking, music, parenthood, and reading.
Matthew M
Series 66
Atkinson, NH
Edward Jones
Matthew Magoon is a financial advisor at Edward Jones in Atkinson, NH, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Darling Consulting Group for two years and served as a Legislative Budget Assistant for the State of New Hampshire. He also has work experience in hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, with a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.
Stephen L
Series 63, Series 66
Bedford, NH
Raymond James & Associates
Stephen Lamoureux is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services and Morgan Stanley. Outside of his advisory role, he is involved as an insurance broker for homeowner policies. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, featuring diverse portfolio management styles and notable municipal advisory capabilities.
Terence M
Series 63, Series 65
Londonderry, NH
Ameriprise
Terence Mc Cormick is a financial advisor at Ameriprise with 39 years of industry experience. He has been with Ameriprise and its predecessor entities since 1986. Mc Cormick serves on the board of directors for the Londonderry Square Condo Association. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations supported by a centralized consulting team.
Eric F
Series 63, Series 66
Bedford, NH
Ameriprise
Eric Folia is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its related entities since 2003. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate personalized retirement income recommendations.
Byron S
Series 63, Series 65
Methuen, MA
Primerica Advisors
Byron Spinney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes positions at Casella, Wheelabrator, and multiple insurance firms, alongside over 20 years with Primerica Financial Services. Outside of advisory roles, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services via a large network of advisors using model-delivery strategies from unaffiliated managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.
Sara Janes H
Series 63, Series 65
Londonderry, NH
Primerica Advisors
Sara Janes Hoag is a financial advisor at Primerica Advisors with 13 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at PFS Investments Inc. and Primerica Financial Services since 2012. Outside of her advisory role, she serves as Board President of Webster House, a nonprofit organization in Manchester, NH. Primerica Advisors offers a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports accounts with custodial services from Pershing.
Joseph O
Series 66
Salem, NH
Edward Jones
Joseph O'Brien is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds within a nationwide network of over 23,000 advisors.
Cameron E
Series 63, Series 65
Salem, NH
OSAIC
Cameron Egan is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, and UBS Financial Services. Outside of finance, he has been involved in general carpentry contracting since 2020. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that range across multiple asset classes with discretionary and non-discretionary options.
Lisa W
ChFC®, Series 66
Windham, NH
Edward Jones
Lisa Walker Gallant is a ChFC® and Series 66-registered financial advisor with Edward Jones, where she has worked since 2011. She has 14 years of industry experience. She serves as Chair of the Finance Committee for the Boys and Girls Club of Greater Salem, where she is a current board member. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Christine G
CFP®, Series 63, Series 66
Nashua, NH
Fidelity
Christine Grady is a CFP®-designated financial advisor with 26 years of industry experience. She is currently with Fidelity, having worked across multiple Fidelity entities since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs.
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