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Irina H

Series 66

Eliot, ME

Edward Jones

Irina Hultin is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to joining Edward Jones, she held positions at KPF Global and Allied Telesis. 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 and investment strategies supported by a nationwide network of more than 23,700 advisors.

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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David M

Series 66

Deerfield, NH

Edward Jones

David Malone Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Retirement income strategy General retirement planning Business sale tax planning Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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John C

Series 63, Series 65

Rochester, NH

Cetera

John Creteau is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously with Voya Financial Advisors. Outside of his advisory role, he serves as president of The Spaulding High School Baseball Fan Club, an organization that raises funds for high school baseball programs. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with various portfolio management options and access to 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
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Deanna S

Series 63, Series 66

Strafford, NH

STIFEL

Deanna St. Hilaire is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. since 2009. Outside of her advisory work, she owns a custom dog accessories business and serves as a board member of the Tenants Association at Pease. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning guidance.

General retirement planning Income planning
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Timothy B

Series 63, Series 65

Somersworth, NH

LPL Financial

Timothy Bascom is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Tucker F

Series 65, Series 63

Portsmouth, NH

J.P. Morgan Securities

Tucker Ford is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Guggenheim Partners and service in the United States Navy. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Wealth management Executive Founder/Business Owner
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Robin J

Series 63, Series 65

Somersworth, NH

Cambridge Investment Research Advisors

Robin Jarvis is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He has been with Cambridge since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he works as an independent insurance agent and also provides courier services as an independent contractor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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David R

Series 63, Series 66

Barrington, NH

Edward Jones

David Ranson is a financial advisor at Edward Jones in Barrington, NH, holding Series 63 and Series 66 designations with 26 years of industry experience. He has been with Edward Jones since 2000. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Mary S

CFP®, CFA®, Series 65, Series 66

Eliot, ME

Ameriprise

Mary Sycamore is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA®) with 10 years of industry experience. She has worked at Ameriprise Financial Services since 2019, following two years at Morgan Stanley in various roles. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Noah P

Series 66

Dover, NH

Cambridge Investment Research Advisors

Noah Paige is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisors and Flight Financial Group. Outside of advisory work, he volunteers as an instructor for AFES. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Sarah S

Series 66

Dover, NH

Edward Jones

Sarah Swanson is a financial advisor at Edward Jones in Dover, NH, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2016 and previously worked at York County FCU from 2014 to 2016. 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 operates a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Divorce financial planning General retirement planning Wealth management Retired Founder/Business Owner Executive Women's Finance Women Professionals
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Arthur M

Series 63, Series 66

Dover, NH

Cetera

Arthur Macgregor Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at LPL Financial for 18 years before joining Cetera and Lighthouse Federal Credit Union in 2025. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management and consulting services, 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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Catherine P

Series 63, Series 66

Dover, NH

Cambridge Investment Research Advisors

Catherine Paige is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2024 and previously at Cetera Advisors and Questar Capital Corporation. Outside of her advisory role, Paige volunteers as an instructor with AFES. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a wide range of platform arrangements and both discretionary and non-discretionary investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Kimberly P

Series 63, Series 65

Dover, NH

LPL Enterprise

Kimberly Place is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her prior roles include positions at Merrimack County Savings Bank/MillRiver Investment Management and Penn Mutual Life Insurance Company. She is also licensed as a non-variable insurance agent. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through an integrated platform that combines advisory programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jennifer C

Series 63, Series 65

Dover, NH

LPL Enterprise

Jennifer Craig is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Daniel G

ChFC®, Series 63

Dover, NH

LPL Enterprise

Daniel Gagnon Sr. is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, PRUCO Securities, LLC, and Prudential Insurance Company of America. He is involved in non-variable insurance activities through IRIS Financial Group, LLC and Prudential Sponsored Non-Variable Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Nicholas C

Series 66

Dover, NH

LPL Enterprise

Nicholas Caron is a financial advisor with LPL Enterprise in Dover, NH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Oppenheimer & Co, Inc. Outside of his advisory work, he is employed as a bartender at Cape Neddick Country Club. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, model portfolios, third-party asset management, and access to a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Samuel M

Series 66

Dover, NH

Equitable Advisors

Samuel Mark is a financial advisor with Equitable Advisors in Dover, NH, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Vermont State ECU, LPL Financial, and the Vermont Department of Labor. Outside of finance, he worked with Robot Dog Studio and American Flatbread earlier in his career. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Christopher J

Series 66

Dover, NH

LPL Enterprise

Christopher Johnson is a Series 66 licensed advisor with LPL Enterprise, based in Dover, NH, and has two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has ongoing employment as a gym attendant at Dover Recreation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering services through advisory and brokerage channels. The firm provides financial planning, model portfolio management, third-party asset management arrangements, and access to a range of securities and insurance products via an integrated platform.

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