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Nicholas C

Series 63, Series 66

Keene, NH

Edward Jones

Nicholas Celentano is a financial advisor at Edward Jones in Keene, NH, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Fidelity Investments, Brady Sullivan Properties, and Bean Group. Outside of financial advising, he holds a real estate license in Keene but is not actively prospecting new clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

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

CFP®, Series 66

Keene, NH

LPL Financial

Matthew Fliss is a CFP® with 10 years of industry experience, currently advising clients at LPL Financial since 2026. He previously worked at Edward Jones for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and model portfolio options supported by in-house and third-party research.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Inheritance planning
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Joshua N

Series 66

Peterborough, NH

Edward Jones

Joshua Nero is a financial advisor at Edward Jones in Peterborough, NH, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of investment advisory programs under a fiduciary standard.

Retirement income strategy Business exit / sale strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Patrick C

Series 66

Peterborough, NH

OSAIC

Patrick Curtin is a financial advisor with OSAIC, holding a Series 66 designation and over 26 years of industry experience. He previously worked at Triad Advisors, Inc. for 16 years before joining OSAIC in 2024. Curtin is also president of Curtin Financial Services, a sole proprietorship focused on comprehensive financial planning, securities sales, and insurance products. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services through a network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and third-party solutions to manage portfolios containing stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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

Series 63, Series 66

New Ipswich, NH

Fidelity

Rick Robichaud is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2007. In his role, he focuses on understanding the priorities of clients and their families to tailor investment and retirement plans that align with their unique goals and motivations. Rick leverages both his experience and the resources of Fidelity to assist clients in optimizing their financial strategies. Rick holds a California Insurance License, which supports his expertise in advising clients on insurance-related financial matters. Outside of his professional responsibilities, he engages in family activities and enjoys playing golf.

General retirement planning Retirement income strategy Income planning Wealth management Executive
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Alan S

Series 66

Keene, NH

Edward Jones

Alan Stroshine is a financial advisor with Edward Jones in Keene, NH, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for 30 years at Peerless Insurance Company/Liberty Mutual Insurance. He serves as a trustee for the Cedarcrest Center for Children with Disabilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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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)
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Kerri N

Series 66

Fitchburg, MA

Edward Jones

Kerri Nadeau is a Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2010. She has five years of industry experience and is based in Fitchburg, MA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large network of advisors and branch offices nationwide.

General retirement planning Retired Founder/Business Owner Executive Young Professionals
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