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Matthew S

Series 63, Series 65

Swanzey, NH

Primerica Advisors

Matthew Snow is a financial advisor with Primerica Advisors in Swanzey, NH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2005 and with Primerica Financial Services since 2004. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management via its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Keith N

Series 63, Series 66

Lunenburg, MA

LPL Financial

Keith Najjar is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Workers Credit Union and several Citizens Bank-related entities. He is involved with Workers Investments & Planning Solutions alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, including both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Evelyn J

Series 66

Peterborough, NH

Edward Jones

Evelyn Jordan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at RBC Capital Markets LLC and Edward Jones. Outside of finance, she is co-owner and social media manager of Grappellis Pizza in Peterborough, NH. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments, offering a wide range of investment advisory solutions supported by a large network of advisors and branch offices nationwide.

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

CFP®, ChFC®, Series 66

Athol, MA

Edward Jones

David Mason is a financial advisor with Edward Jones in Athol, MA, holding CFP®, ChFC®, and Series 66 credentials. He has nine years of industry experience, including prior roles at E.T. & L. Corp and a one-year employment gap before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and maintains a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Jordyn L

Series 66

Winchendon, MA

Edward Jones

Jordyn Lynds is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to Edward Jones, Jordyn worked at HUB International and ICNE. Outside of financial advising, Jordyn is involved with the Henry Heywood Memorial Hospital as a resident leader focused on healthy food access, social inclusion, and economic empowerment, and is the owner of Winchendon Woods Farm, where they manage animal care and sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm supports these services with a large network of financial advisors and branch offices nationwide.

Divorce financial planning Family Business Charitable giving & philanthropy Planning for children with special needs ESG / Sustainable investing Founder/Business Owner
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Jacqueline L

Series 66

Peterborough, NH

RBC Capital Markets

Jacqueline Lundsted Lyons is a financial advisor with RBC Capital Markets and holds a Series 66 designation. She joined RBC in 2025 after eight years at MacDowell and has prior experience with Nature's Green Grocer and Friendship Field Farm LLC. Lyons is involved with the New Hampshire Hunter Jumper Association and works as horse show staff in her community. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and nonprofit organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to client risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Tina L

Series 66

Athol, MA

Edward Jones

Tina Leslie is a financial advisor at Edward Jones with five years of experience in the industry. She holds a Series 66 designation and has prior work history including roles in local school administrations and a small business operation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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

Series 66

Fitchburg, MA

Raymond James Financial

Joseph Croteau is a financial advisor with Raymond James Financial in Fitchburg, MA, holding a Series 66 designation and seven years of industry experience. He previously worked at Commonwealth Financial Network for six years, as well as Technical Products Inc. and SMC Ltd. Outside of his advisory role, he is associated with Croteau Financial, where he serves as a financial advisor, planner, and wealth manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA Employer Advisory services.

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

Series 66, Series 65, Series 63

Lunenburg, MA

LPL Financial

John Dibenedetto is a financial advisor with LPL Financial, holding Series 66, Series 65, and Series 63 credentials and two years of industry experience. His prior roles include positions at Workers Credit Union, Cmind, Ascendi Advisor Solutions, and Fusion Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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

Series 63, Series 65

Lunenburg, MA

LPL Financial

Peter Fredericks is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Edward Jones, Lincoln Financial Securities, and CUSO Financial Services. Fredericks is also involved with Workers Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, backed by research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Nathan G

Series 63, Series 65

Keene, NH

Cambridge Investment Research Advisors

Nathan Goodwin is a financial advisor with Cambridge Investment Research Advisors in Keene, NH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at several firms including Baldwin Wealth Partners, KLR Investment Advisors, and Citizens Securities. Goodwin is also Enterprise Operations Director at Premier Planning Group, where he manages daily operations and supports advisor growth and office functions. Cambridge Investment Research Advisors serves a diverse client base through a network of independent financial professionals, offering financial planning, investment management, and retirement-plan advisory services. The firm provides access to multiple custody platforms and proprietary and third-party model strategies, with investment approaches tailored to client objectives.

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

Series 66

Peterborough, NH

Cetera

Steven Amico is a financial advisor with Cetera in Peterborough, NH, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera and its affiliates since 2016 and previously at Investors Capital Corp. Amico is also licensed as an insurance agent selling life and annuity products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers across multiple program structures.

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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Matthew P

Series 63, Series 66

Temple, NH

Fidelity

Matthew Pouliot is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments in various roles since 2007, including positions such as Investment Solutions Consultant, Managed Accounts, Client Management Representative, Associate Relationship Manager, Retirement Solutions Representative, and Investment Solutions Representative. Prior to his tenure at Fidelity, Matthew held roles at Wells Fargo Advisors as a Client Associate, at Northwestern Mutual as an Investments Associate, and as a Loan Officer at Homeowners Assistance. Matthew holds insurance licenses for Arkansas and California. His professional approach involves understanding each client's unique financial situation to develop tailored strategies aligned with their long-term goals. He emphasizes collaborative planning to manage risk and adapt to changing market environments, aiming to provide transparent and objective, client-centric service. Outside of his professional work, Matthew has interests in the beach, cars, fitness, movies, traveling, and volunteering.

Wealth management Active portfolio management Equity Recipients (RS/RSU, SOP, ESPP)
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Robert S

Series 66

Keene, NH

LPL Financial

Robert Seaman is a financial advisor with LPL Financial in Keene, NH, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Cambridge Investment Research and Lincoln Investment. In addition to his advisory work, he is an independent insurance agent representing various insurance companies. 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 offers a range of advisory programs, retirement plan consulting, 529 account management, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and alternative strategies.

College savings (529s, UTMA, etc.)
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Gretchen S

Series 63, Series 65

Swanzey, NH

Primerica Advisors

Gretchen Snow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her background includes roles in education and outdoor recreation, and she operates a part-time tax preparation business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Alexander S

Series 66

Keene, NH

Edward Jones

Alexander Stroshine is a financial advisor with Edward Jones in Keene, NH, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he held roles at firms and organizations including Ragged Mountain, New England Pro Greens and Turf, and Northwestern Mutual. His background also includes experience in outdoor education and hospitality sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

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

CFP®, Series 66

Peterborough, NH

Edward Jones

James Long is a CFP®-certified financial advisor with Edward Jones, based in Peterborough, NH, and has 19 years of industry experience. He has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

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

CFP®, Series 66

Winchendon, MA

Edward Jones

Cailte Kelley is a CFP® and holds a Series 66 license, with 10 years of experience at Edward Jones in Winchendon, MA. She has also been self-employed as a musician since 1997, performing piano and vocals for various bands and events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Retirement income strategy Income planning Doctor or Medical Professional Founder/Business Owner
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Jacob V

Series 66

Fitchburg, MA

Raymond James Financial

Jacob Van Hillo is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. His background includes roles at Emergency Signal Systems and Mount Wachusett Community College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

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

Series 66

Peterborough, NH

Edward Jones

Brian Hall is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with around $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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