Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

96 advisors near
03249

Out of 400,000+ nationwide

firm logo

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.

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Business ownership considerations General estate planning guidance Founder/Business Owner
user avatar
firm logo

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.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
firm logo

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.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Educators, Teachers, and Academics
user avatar
firm logo

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.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar
firm logo

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.

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

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar
firm logo

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.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
firm logo

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.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner
user avatar
firm logo

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.

College savings (529s, UTMA, etc.)
firm logo

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.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Military & Veterans Women Professionals
user avatar
firm logo

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.

General estate planning guidance
user avatar
firm logo

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

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.

Charitable giving & philanthropy Active portfolio management
user avatar
firm logo

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
firm logo

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Wealth management Business ownership considerations Military & Veterans Founder/Business Owner
firm logo

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.

Retirement income strategy General estate planning guidance Divorce financial planning Retired Founder/Business Owner Executive
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")