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Jack G

Series 66

Manchester, NH

UBS Financial Services

Jack Grudzien is a Series 66-licensed financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS in 2024, he worked at The Hanover Insurance Group and Opus Consulting Group and held positions at Fidelity Investments and the University of South Carolina. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Matthew R

Series 63, Series 65

Salem, NH

OSAIC

Matthew Rigatti is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Cantella & Co., Inc., Signator Financial Services, Inc., Jhfn Sii, and John Hancock. Outside of his advisory role, he operates a sole proprietorship offering fixed protection insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by advanced portfolio construction tools and access to multiple third-party money managers and platforms.

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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Frank S

Series 63

Derry, NH

Fvs Financial

Frank Sapareto is the sole advisor at FVS Financial, an independent investment advisory firm based in Derry, NH. He holds a Series 63 designation and has 33 years of industry experience, including prior roles at Trustmont Financial Group, Fortune Financial Services, Advisory Group Equity Services, and Source Capital Group. Sapareto has served in the New Hampshire Legislature since 1998. He is also licensed as a real estate broker and insurance agent, maintaining affiliations with both industries alongside his advisory work. FVS Financial provides portfolio management and financial planning primarily for individual clients, managing approximately $11 million in assets across about 25 client relationships. The firm offers personalized investment strategies and pension consulting, combining advisory services with real estate and insurance expertise.

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Christopher G

CFP®

Litchfield, NH

Northport Harbor Financial Services, LLC

Christopher Gandia is a CFP® professional with 17 years of experience in financial advising. He has been with Northport Harbor Financial Services, LLC since 2008 and also serves the Town of Londonderry in New Hampshire. Northport Harbor Financial Services, LLC provides personalized investment advisory and portfolio management services exclusively to high-net-worth clients. The firm maintains a small client base and focuses on tailored advice and ongoing portfolio oversight rather than mass-market products.

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Scott D

Series 63, Series 65

Bedford, NH

Eagle Point Investment Advisors, Inc.

Scott Dudley is a financial advisor with LPL Financial in Bedford, NH, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been affiliated with LPL Financial since 2001 and also provides financial planning and consulting services through Eagle Point Investment Advisors, Inc., an independent firm he has been involved with since 2012. Outside of advisory work, he is a minority investor in a brewery restaurant. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

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Joseph S

Series 63, Series 65

Bedford, NH

Eagle Point Investment Advisors, Inc.

Joseph Suozzo Jr. is a financial advisor with LPL Financial based in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Eagle Point Investment Advisors, Inc., Joe Suozzo Insurance Corp, and Allstate Financial Services. He also provides financial planning and consulting services independently through Eagle Point Investment Advisors, Inc. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

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Edward H

CFP®, Series 66

Bedford, NH

Eagle Point Investment Advisors, Inc.

Edward Hickey Jr. is a CFP®-designated financial advisor with LPL Financial, based in Bedford, NH, and has 28 years of industry experience. He has been associated with LPL Financial since 1998 and founded Eagle Point Investment Advisors, Inc. in 2012, through which he provides financial planning and consulting services as an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment and service options, combining large-scale advisory operations with various non-advisory product offerings.

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