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Ryan T

Series 66

Lancaster, NH

OSAIC Institutions, INC.

Ryan Thompson is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and seven years of industry experience. His work history includes roles at Infinex Investments, Passumpsic Savings Bank, Citizens Inc, Merrill, and Edward Jones. OSAIC Institutions, Inc. serves individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a mix of discretionary and non-discretionary account management.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jason R

Series 66

Lancaster, NH

Raymond James Financial

Jason Robinson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for 10 years and serves in the U.S. Army National Guard. Outside of finance, he owns and operates Silver Cricket Christmas Tree Farm in Lancaster, NH. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and corporations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with notable services in municipal and public finance advisory.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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James B

Series 66

Lancaster, NH

Edward Jones

James Benoit is a financial advisor at Edward Jones in Lancaster, NH, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for seven years at Portsmouth Naval Shipyard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General retirement planning General estate planning guidance Founder/Business Owner
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Danielle K

Series 65, Series 63

Dalton, NH

Raymond James & Associates

Danielle Knowlton is a financial advisor at Raymond James & Associates with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Fidelity Investments and Wildcat Investment Value Fund. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services that are generally non-discretionary with client-directed implementation.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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