Overwhelmed by options?
Answer a few questions to see advisors matched to you.
496 advisors near
03841
within the area shown on the map
Out of 400,000+ nationwide
Tania C
Series 63, Series 66
Georgetown, MA
Empower Advisory Group
Tania Cadieux is a financial advisor at Empower Advisory Group with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets for 10 years before joining Empower Financial Services in 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated approach combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms.
Jayson S
CFP®, Series 63, Series 65
Hudson, NH
Citizens Securities, Inc.
Jayson Spring is a CFP® with 29 years of industry experience. He has been with Citizens Securities, Inc. since 2009 and previously worked at Morgan Stanley and Morgan Stanley DW Inc. from 1999 to 2009. Citizens Securities serves a wide retail client base including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.
Matthew S
Series 66
Kingston, NH
Commonwealth Financial Network
Matthew St. Onge is a financial advisor with Commonwealth Financial Network in Kingston, NH. He holds a Series 66 designation and has nine years of industry experience. Prior to his current role, he was associated with Harbour Capital Corporation and worked at the University of New Hampshire. Outside of financial advising, he has engaged in industrial shelving installation as a general laborer. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a broad range of managed-account programs, third-party manager access, and custody and clearing services, supporting advisors with both discretionary and nondiscretionary portfolio solutions.
Patrick G
CFP®, Series 65, Series 63
Salem, NH
Empower Advisory Group
Patrick Gilligan Jr. is a CFP® professional with 11 years of industry experience, currently serving at Empower Advisory Group. He has worked with Gwfs Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, integrating services with Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning while offering optional managed account solutions.
Andrew M
Series 63, Series 65
Derry, NH
Eagle Strategies (NY Life)
Andrew Manuse is a financial advisor with Eagle Strategies (NY Life) based in Derry, New Hampshire. He holds Series 63 and Series 65 designations and has nine years of industry experience. Prior to joining Eagle Strategies in 2019, he has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Outside of his advisory role, Manuse is a pastor at First Fruits Ministries and volunteers with nonprofit organizations focused on policy advocacy and business support in New Hampshire. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through various programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.
Amanda E
Series 63, Series 65
Hudson, NH
Citizens Securities, Inc.
Amanda Etheridge is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Citizens Securities since 2010. Outside of her advisory role, she is a co-owner of Advanced Environmental Services of New England LLC, a business focused on car maintenance services in New Hampshire. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency.
Dean B
Series 63, Series 66
Manchester, NH
TD private Client Wealth LLC
Dean Balsamo is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. He has been with TD Private Client Wealth LLC since 2016 and has also worked at TD Bank N.A. in various roles since 2016. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm employs a blend of strategic and tactical asset allocation using both affiliated and third-party sub-managers and offers financial planning, custody, and reporting services through third-party custodians.
Elisabeth B
Series 65, Series 63
Haverhill, MA
Tlg Advisors, Inc.
Elisabeth Brady is an advisor with TLG Advisors, Inc. holding Series 65 and Series 63 licenses and has nine years of industry experience. Her career includes roles at The Leaders Group Inc, MML Investors Services, and Mass Mutual Life Insurance Company. She also operates ELB Financial Solutions as an independent insurance agent specializing in various life and health insurance products. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning, utilizing manager selection and fundamental analysis to build diversified portfolios with both full-service and direct-to-consumer digital offerings.
Elizabeth R
Series 66
Hudson, NH
Citizens Securities, Inc.
Elizabeth Rogers is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds the Series 66 designation and has worked at several financial firms including Fidelity Brokerage Services LLC and Wells Fargo Clearing. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory program focused on ETF-based portfolios and a Managed Account program, and it functions as a broker-dealer and insurance agency.
Jean P
Series 66, Series 63
Salem, NH
Empower Advisory Group
Jean Peguero is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Empower Advisory Group in 2025, Peguero worked at GWFS Equities, Inc. and has held positions in companies including Tesla, Lyft, and UPS. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Michelle G
Series 65
North Andover, MA
Focus Partners Wealth, LLC
Michelle Guarino is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, Connectus Wealth Advisers, NEIRG Wealth Management, LLC, New England Investment & Retirement Group, Inc., and BNY Mellon. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach under an enhanced open architecture framework that combines active and passive strategies, external managers, and private funds.
Robert T
Series 63, Series 65
Lawrence, MA
Valic Financial Advisors
Robert Trudo is a financial advisor with Valic Financial Advisors in Lawrence, MA, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Valic Financial Advisors since 2013 and also serves as an agent with Agia, focusing on non-securities insurance products. Additionally, he is the owner of The Lake Mush LLC, an inactive entity with no current operations. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and overseeing approximately $26.4 billion in discretionary assets.
Tracy S
Series 63, Series 66
Salem, NH
OSAIC Institutions, INC.
Tracy St Onge is a financial advisor with OSAIC Institutions, INC. and holds Series 63 and Series 66 licenses. She has 10 years of industry experience and has worked at Infinex Investments, Inc. and Pentucket Financial Services since 2015. Outside of her advisory role, she serves as a volunteer board member for the Liz Murphy Open Hand Pantry, a local nonprofit food pantry. OSAIC Institutions, INC. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a significant non-discretionary asset base.
Peter B
Series 65, Series 63
Manchester, NH
Citizens Securities, Inc.
Peter Buttaro is a financial advisor at Citizens Securities, Inc. in Manchester, NH, holding Series 65 and Series 63 licenses with 11 years of industry experience. He previously worked at Gradient Advisors, LLC before joining Citizens Securities, where he has been employed since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory platform and managed accounts, operating within a framework that integrates its roles as a broker-dealer and subsidiary of Citizens Bank.
Christopher W
CFA®
North Andover, MA
Focus Partners Wealth, LLC
Christopher Wilde is a CFA® charterholder with five years of industry experience. He is currently with Focus Partners Wealth, LLC and has worked previously at The Colony Group, Connectus Wealth, NEIRG Wealth Management, New England Investment & Retirement Group, and SCS Financial Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.
David L
Series 66, Series 63, Series 65
Hudson, NH
Citizens Securities, Inc.
David Lewis is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. He holds Series 66, Series 63, and Series 65 designations. His prior work includes roles at Edward Jones, LPL Financial LLC, Camden National Bank, Morgan Stanley, and TD Ameritrade. Lewis serves as a trustee for the William Searls Foundation, which provides scholarship funds to local students. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency with an integrated bank ownership structure.
Joshua S
Series 66
Salem, NH
Empower Advisory Group
Joshua Sanchez is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has one year of industry experience, including prior roles at RBC Capital Markets, LLC and Bar Harbor Bank and Trust. Outside of finance, he is the sole proprietor of Tongues Out Hockey Classic, a hockey tournament business that he operates with friends. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its financial planning.
Michael B
Series 63, Series 65
Hudson, NH
Citizens Securities, Inc.
Michael Barry is a financial advisor with Citizens Securities, Inc. in Hudson, NH, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Citizens Securities since 2009. Outside his advisory role, Barry serves as a Player Agent on the Board of Directors for Goffstown Junior Baseball. Citizens Securities serves retail clients, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.
Gregory G
Series 63, Series 65
Hudson, NH
Citizens Securities, Inc.
Gregory Gonynor is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Citizens Securities, he worked at Santander Securities, LLC and NYLIFE Securities LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios, as well as a Managed Account program.
Jharid P
Windham, NH
Integrated Wealth Concepts LLC
Jharid Pratt is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He has been affiliated with Granite Peak Associates since 2012, where he also practices as a CPA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, equities, and fixed income.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
496 advisors near
03841
within the area shown on the map
Out of 400,000+ nationwide