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96 advisors near
03249
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Out of 400,000+ nationwide
Brian L
CFP®, Series 66
Wolfeboro Falls, NH
Edward Jones
Brian Laing is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant football coach at Kingswood High School in Wolfeboro, NH. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Christopher W
Series 63, Series 65
Belmont, NH
LPL Enterprise
Christopher Williams is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, and MetLife Securities Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.
Elijah S
Series 66
Meredith, NH
Edward Jones
Elijah Swanson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he held various roles in hospitality and retail, including positions at Giuseppe's Ristorante and Center Harbor Beach. 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 options supported by a large network of financial advisors and branch offices.
David W
Series 63, Series 65
Laconia, NH
LPL Enterprise
David Whitney is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he works as a ski lift operator at Gunstock Mountain Resort. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.
Jacqueline T
Series 66
Meredith, NH
Ameriprise
Jacqueline Taylor is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 14 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations through a centralized consulting team.
Anthony I
Series 63, Series 66
Laconia, NH
Cetera
Anthony Ilacqua is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked with Cetera Investment Advisors LLC since 2017 and Cetera Investment Services LLC since 2012, while also serving at the Bank of New Hampshire since 2011. Outside of his advisory roles, he is the chairman of the Planning Board of the Town of Littleton. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.
Sarah F
Series 65
Franklin, NH
Edelman Financial Engines
Sarah Fleck is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. Prior to joining Edelman Financial Engines, she worked in educational roles at New Hampton School and King Philip Regional School District. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.
Benjamin W
Series 66
Laconia, NH
Edward Jones
Benjamin Wilson is a financial advisor at Edward Jones in Laconia, NH, with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Kaitlyn S
Series 66
Laconia, NH
LPL Financial
Kaitlyn Sasseville is a financial advisor with LPL Financial in Laconia, NH, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, she worked in the hospitality and education sectors and had a brief role as a waitress at Ellacoya Bar & Grille. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Cari L
Series 63, Series 66
Meredith, NH
Edward Jones
Cari Lamontagne is a financial advisor with Edward Jones in Meredith, NH, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining Edward Jones in 2022, she worked at Citizens Securities, Fidelity Brokerage Services, Morgan Stanley, Breiter Capital Management, and Wells Fargo Clearing. Outside of her advisory role, she is involved with Live Nation / BankNH Pavilion, a concert venue in Gilford, NH, where she assists with patron services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large network of advisors and branches, providing discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds under a fiduciary standard.
Robert L
Series 63, Series 65
Gilford, NH
Morgan Stanley
Robert Laux is a financial advisor with Morgan Stanley in Gilford, NH, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, Laux serves as a volunteer emergency medical technician and is involved in local governance and nonprofit finance committees in Hebron, New Hampshire. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.
Joel A
Series 66
Gilford, NH
Cambridge Investment Research Advisors
Joel Arsenault is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked at The Foundry Financial Group, Inc. Arsenault serves as a board member for Granite VNA and Granite State Beginnings, and is involved with SCORE Association as a presenter. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through independent Financial Professionals, including proprietary and third-party model strategies across various custody platforms.
Jessica M
Series 63, Series 66
Franklin, NH
Fidelity
Jessica Mclavey is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2018. Outside of her advisory role, she provides pet sitting and dog walking services as an independent contractor. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.
James K
ChFC®, Series 63, Series 65
Laconia, NH
OSAIC
James Kuekan is a financial advisor at OSAIC with 51 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 22 years. Outside of advising, he is involved in insurance-related activities as an agent offering various insurance products and fixed annuities. OSAIC serves a broad range of clients including individual investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and offers portfolios constructed using asset-allocation tools, risk assessments, and automated rebalancing across multiple investment types.
Jason P
Series 66
Laconia, NH
Edward Jones
Jason Pochily is a financial advisor with Edward Jones in Laconia, NH, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and serves concurrently in the United States Marine Corps. Outside of his advisory role, he owns and manages an equine boarding and training facility in Belmont, NH. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and affiliated services through a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets under management.
Devon S
CFP®, ChFC®, Series 66
Meredith, NH
Edward Jones
Devon Sullivan is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes positions at 128 Technology and a brief period of unemployment before joining Edward Jones in 2018, where he has worked for eight years. Edward Jones is a full-service wealth management firm serving more than 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 network of approximately 23,701 financial advisors nationwide.
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Finding advisors...
96 advisors near
03249
within the area shown on the map
Out of 400,000+ nationwide