Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

91 advisors near
03043

Out of 400,000+ nationwide

user avatar
firm logo

Jerica W

Series 66

Peterborough, NH

Edward Jones

Jerica Wilkins is a financial advisor at Edward Jones with a Series 66 designation and over three years of industry experience in roles including her current position. Her prior work spans healthcare and retail sectors, including positions at MAS Medical, Speare Memorial Hospital, and J Crew. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions and operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Micheal W

Series 66

Francestown, NH

Ameriprise

Micheal White is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to produce written Recommendation Reports, supporting clients with a range of advisory, brokerage, and insurance solutions through its institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Michelle S

Series 66, Series 63

Milford, NH

Fidelity

Michelle Scott is a financial advisor at Fidelity with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked within various Fidelity divisions since 2016. Outside of her advisory role, she teaches group fitness classes at Hampshire Hills Athletic Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research and systematic methodologies.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

Kimberlee H

CFP®, Series 66

Amherst, NH

Edward Jones

Kimberlee Hemmer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Beachbody, LLC and Brady Corporation. Outside of her advisory role, she is involved in her local community as the Supervisor of the Checklist for the town of Mason, NH. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

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

Gregg F

CFP®, Series 63, Series 65

Goffstown, NH

Edward Jones

Gregg Flegal is a CFP® professional with 33 years of industry experience, currently advising at Edward Jones since 2002. He holds Series 63 and Series 65 licenses and is based in Goffstown, NH. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
firm logo

Brian B

Series 66

Milford, NH

Edward Jones

Brian Burbach is a financial advisor at Edward Jones with two years of industry experience. Prior to his current role, he worked at Concord Christian Academy and South Merrimack Christian Academy for over two decades combined. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors nationwide. 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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Educators, Teachers, and Academics
user avatar
firm logo

Lindsay P

Series 66, Series 63, Series 65

Amherst, NH

Edward Jones

Lindsay Perrin is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones, she worked at Souhegan High School and was involved with the Hampshire Hills Athletic Club for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Andrew B

Series 66

Amherst, NH

Raymond James Financial

Andrew Benson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Raymond James, he spent 10 years with Edward Jones. He is involved in several business ventures, including ownership of 109 Ponemah, LLC, where he manages a commercial property intended to house his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports advisory programs with comprehensive analytical tools and a focus on compliance and technological advancement.

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

Anthony B

Series 63, Series 66

Antrim, NH

Fidelity

Anthony Buruca is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through various positions including Planning Consultant and multiple levels of Workplace Planning Consultant. His professional experience spans over several years within Fidelity, focusing on financial planning and consulting. Anthony's expertise includes developing personalized financial plans tailored to clients' unique goals and visions, with an emphasis on tax-efficient investing, risk management, and retirement income strategies. He holds insurance licenses in Arkansas and California, supporting his capacity to manage diverse financial and insurance needs. Outside of his professional work, Anthony enjoys activities such as gardening, outdoor adventures, swimming, and is involved in volunteering. He is also interested in food culture.

Wealth management Tax-loss harvesting Retirement income strategy Income planning General retirement planning
user avatar
firm logo

Leigh K

CFP®, Series 63

Amherst, NH

Ameriprise

Leigh King is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, King worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, King is the owner of LEK Enterprises LLC, a real estate holding company. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports and a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Joseph D

Series 63, Series 65

Peterborough, NH

RBC Capital Markets

Joseph Durell is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2019. Outside of his advisory role, he serves on the boards of the Keene Cal Ripken Baseball/Softball Association and the Peterborough Sunshine Fund, both nonprofit organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates in-house and third-party investment managers, providing solutions tailored to each client's risk profile.

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)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")