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Gregory P

Series 63, Series 65, Series 66

Londonderry, NH

Mass Mutual Investors Services

Gregory Palmer is a financial advisor with Mass Mutual Investors Services in Londonderry, NH, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He previously worked at MetLife Securities for 16 years before joining MassMutual in 2017. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools and offers specialized planning programs, including estate settlement and employer-sponsored planning.

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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William B

Series 63, Series 65

Bedford, NH

Raymond James Financial

William Butler IV is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategies Retirement Partners and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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David Y

Series 66

Bedford, NH

Ameriprise

David Young is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, previously serving at Genworth Financial and Scheherazade Jewelers. Outside of his advisory role, Young is involved with RPWM Partners LLC as a financial advisor. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on retirement income, tax-aware withdrawals, and Social Security strategies.

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

Series 63, Series 65

Salem, NH

LPL Financial

Gary Seckendorf is a financial advisor with LPL Financial in Salem, NH, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining LPL Financial in 2026, he worked for Wells Fargo Clearing from 2016 to 2026 and Wells Fargo Advisors LLC from 2009 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Michael F

Series 63, Series 66

Nashua, NH

Edward Jones

Michael Ferris is a financial advisor with Edward Jones in Nashua, NH, holding Series 63 and Series 66 licenses and 17 years of industry experience. He worked at MFS Fund Distributors, Inc. for ten years before joining Edward Jones in 2022. 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 and offers a range of advisory programs and affiliated investment products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

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

Series 66

Bedford, NH

Ameriprise

Christopher Kinnane is a financial advisor with Ameriprise who holds a Series 66 designation and has 20 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2005 and currently serves at Rise Private Wealth Management. Outside of advising, he co-owns RPWM Partners LLC, an entity involved in managing his advisory business, and Rise Tax Strategies, LLC, which focuses on tax preparation services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a retirement income planning service that provides written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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

Series 63, Series 66

Nashua, NH

Fidelity

Jay McCaig is a Financial Consultant at Fidelity Investments. He partners with individuals and families to help grow, preserve, and transition wealth across generations. Jay leads with planning to help clients implement strategies aligned with their financial goals while leveraging the resources of Fidelity. He has been with Fidelity Investments since 2007, holding various roles including Retirement Solutions Representative, Managed Solutions Consultant, Investment Solutions Consultant for Fidelity Life Insurance, and currently as a Financial Consultant since 2020. Outside of his professional work, Jay's personal interests include biking and golf.

Wealth management General estate planning guidance Multi-generational wealth transfer
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Matthew R

Series 63, Series 65

Salem, NH

OSAIC

Matthew Rigatti is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cantella & Co., Inc., Signator Financial Services, Inc., Jhfn Sii, and John Hancock. Outside of his advisory role, he operates a sole proprietorship offering fixed protection insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by advanced portfolio construction tools and access to multiple third-party money managers and platforms.

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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Frank S

Series 63

Derry, NH

Fvs Financial

Frank Sapareto is the sole advisor at FVS Financial, an independent investment advisory firm based in Derry, NH. He holds a Series 63 designation and has 33 years of industry experience, including prior roles at Trustmont Financial Group, Fortune Financial Services, Advisory Group Equity Services, and Source Capital Group. Sapareto has served in the New Hampshire Legislature since 1998. He is also licensed as a real estate broker and insurance agent, maintaining affiliations with both industries alongside his advisory work. FVS Financial provides portfolio management and financial planning primarily for individual clients, managing approximately $11 million in assets across about 25 client relationships. The firm offers personalized investment strategies and pension consulting, combining advisory services with real estate and insurance expertise.

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Christopher G

CFP®

Litchfield, NH

Northport Harbor Financial Services, LLC

Christopher Gandia is a CFP® professional with 17 years of experience in financial advising. He has been with Northport Harbor Financial Services, LLC since 2008 and also serves the Town of Londonderry in New Hampshire. Northport Harbor Financial Services, LLC provides personalized investment advisory and portfolio management services exclusively to high-net-worth clients. The firm maintains a small client base and focuses on tailored advice and ongoing portfolio oversight rather than mass-market products.

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