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Christopher H

Series 63, Series 66

Rochester, NH

Edward Jones

Christopher Hooper is a financial advisor at Edward Jones with 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of client types. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 65

Sanford, ME

Mass Mutual Investors Services

Chad Liston is a financial advisor with Mass Mutual Investors Services in Sanford, Maine, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Metlife Securities, Inc. for 16 years before joining Mass Mutual Life Insurance Company in 2016 and its Investors Services division in 2017. Outside of his advisory role, he is engaged as an insurance agent and is involved in managing a limited liability company related to real estate short-term rentals. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing comprehensive financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers client-centered planning through collaborative annual engagements that utilize advanced analytical tools and offers a range of investment and educational programs.

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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Aaron M

Series 63, Series 65

Portsmouth, NH

Cambridge Investment Research Advisors

Aaron Milne is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has worked at several firms including LPL Financial, Lincoln Investment, and Gateway Retirement Solutions. Milne is also the owner of MAERCO Financial, Inc. and serves as an agent for TruChoice Financial in insurance and benefits. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Randall B

Series 66

Rochester, NH

Edward Jones

Randall Briolat Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he spent ten years working at Portsmouth Naval Shipyard. Outside of his advisory role, he owns a short-term rental property in Bethel, Maine. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Robert B

Series 63, Series 65

Newington, NH

LPL Financial

Robert Boshar is an advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for The Prudential Insurance Company of America and PRUCO Securities, LLC from 2004 to 2021. Boshar is also active in selling group life and health insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Zachary W

Series 66

Dover, NH

LPL Financial

Zachary Wasson is a financial advisor with LPL Financial in Dover, NH, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has worked at AZTEC Financial Group, Capgemini, Axcelis Technologies, Fitzemeyer & Tocci Associates, and Wentworth Institute of Technology. He also provides investment advisory services through AZTEC Financial Group, LLC, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sean D

Series 63, Series 66

Sanford, ME

Edward Jones

Sean Dumont is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a co-owner of a four-unit apartment building in Sanford, Maine. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Mark W

Series 63, Series 65

Dover, NH

J.P. Morgan Securities

Mark Witt is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities, Santander Securities, LPL Financial, and IFMG Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Founder/Business Owner
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John O

Series 63, Series 65

Dover, NH

Cetera

John Olerio is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes 14 years at LPL Financial and eight years at Webster Investment Services, Inc. He serves as board president for the Bank Insurance & Securities Association and as an associate treasurer for the Cranston Veterans Memorial Fund. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and consulting services across multiple program structures, supporting both discretionary and non-discretionary accounts.

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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Kyle P

Series 66

Dover, NH

LPL Enterprise

Kyle Poodiack is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Dover, NH. He has been with LPL Enterprise since 2026 and has prior work experience in the energy and manufacturing sectors, including positions at Westinghouse Electric Company and Ragnartech Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable organizations. The firm uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated financial services.

Tax-loss harvesting
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Timothy D

Series 66

Portsmouth, NH

LPL Financial

Timothy Dabrieo is a Series 66-credentialed financial advisor with 19 years of industry experience, currently practicing at LPL Financial since 2021. His prior work includes roles at Waddell & Reed, Inc. and Sage Wealth Partners LLC. He serves as a nonprofit board member for the Town of Nottingham. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Richard H

CFP®, Series 63, Series 65

Rochester, NH

Cetera

Richard Hackett II is a CFP® professional with 31 years of industry experience, currently with Cetera since 2021. His prior roles include a seven-year tenure at Voya Financial Advisors and long-term involvement with Creteau, Hackett, Lachapelle & Associates, LLC. Outside of advising, he is a notary public and an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment programs and third-party managers.

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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Rick C

Series 66

Rochester, NH

Cetera

Rick Creteau is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliated entities since 2021. Outside of advising, he has engaged in fixed insurance sales, including life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

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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Greg L

Series 63, Series 65

Somersworth, NH

LPL Financial

Greg Lapierre is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2007 and has worked at State Mutual Companies since 1989. Outside of his advisory work, he contributes to Bureau Veritas NA by researching and analyzing municipal building and zoning regulations for commercial properties. 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, model portfolio programs, third-party asset management, and institutional platforms with advisory and brokerage services delivered through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John G

Series 63, Series 65

Durham, NH

OSAIC

John Gill is a financial advisor at Osaic with 19 years of industry experience and holds Series 63 and Series 65 licenses. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he serves as a trustee for a nonprofit children's home and is a board member of the Oyster River High School Boys Soccer Boosters. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization.

Annuities Private / alternative investments
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Michael F

Series 63, Series 66

Rochester, NH

Fidelity

Michael Fraser II is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various Fidelity entities since 2011. Outside of his advisory work, he is the sole proprietor of Phresh Entertainment, where he provides editing and hosting services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Charitable giving & philanthropy Active portfolio management
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William G

CFP®, Series 63, Series 66

Durham, NH

Edward Jones

William Goldstein is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds Series 63 and Series 66 licenses and is based in Durham, NH. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated financial services, supported by 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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Brian S

Series 63, Series 65

Dover, NH

Edward Jones

Brian Sliney is a financial advisor with Edward Jones in Dover, NH, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Edward Jones in 2018, he worked for Federated Investors and its affiliated entities from 2008 to 2017. 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, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Business exit / sale strategy Business Financial Management General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Irina H

Series 66

Eliot, ME

Edward Jones

Irina Hultin is a financial advisor at Edward Jones with nine years of industry experience. She has held roles at Edward Jones since 2017 and previously worked at KPF Global and Allied Telesis. Hultin holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Luz S

Series 66

Dover, NH

Cetera

Luz Sandoval Kettle is a financial advisor with Cetera holding a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Lighthouse Credit Union and Visions Federal Credit Union, as well as experience as a cultural care au pair. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform approach.

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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