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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
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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
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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
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Lindsay P

Series 63, Series 65, Series 66

Amherst, NH

Edward Jones

Lindsay Perrin is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones, she worked at Wells Fargo Clearing and was involved with the Hampshire Hills Athletic Club for nearly a decade. 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 solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance Elder care planning Retired Founder/Business Owner Executive
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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
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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
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Daniel S

Series 63, Series 65

Bedford, NH

Mass Mutual Investors Services

Daniel St. Jean is a financial advisor with MML Investors Services and holds Series 63 and Series 65 credentials. He has 25 years of industry experience, including roles at New York Life Insurance Company and Eagle Strategies. He is also the president and owner of Retirement Financial Group, Inc., where he oversees financial statement preparation and tax-related accounting. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including money-manager services and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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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
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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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