Top financial advisors working with high-net-worth individuals in Concord, NH

Scott Costa is a financial advisor at Ameriprise Financial Services with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior work experience includes roles at Fidelity Investments and various other companies before entering the financial services sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on retirement-income planning, utilizing investment research and algorithmic tools to deliver tailored recommendations.

David Woolpert is a financial advisor at Altus Investment Group in Concord, NH, holding a Series 63 designation with 29 years of industry experience. He has been with Altus Investment Group since 2003 and also teaches at the Concord Community Music School, a role he has held since 1996. Altus Investment Group provides personalized financial planning and analysis to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes discovery and written plans over ongoing asset management and operates primarily on fixed and hourly fees rather than percentage-of-assets billing.

Darren Howcroft is a financial advisor with Commonwealth Financial Network and co-owner of Granite Capital Advisors, LLC. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to his current roles, he worked at Cetera, Bank of New Hampshire, and Cetera Investment Services LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm provides a wide range of adviser-support services, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Valerie Bouraphael is a financial advisor at Citizens Securities, Inc. in Concord, NH, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citizens Securities since 2017, following prior roles at Santander Securities LLC and Santander Bank NA. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory and brokerage services. The firm provides investment programs such as a digital advisory platform and managed accounts, alongside its broker-dealer and insurance operations.

Lois Parker is a financial advisor at Benjamin F. Edwards & Company, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked at Benjamin F. Edwards since 2016, following seven years at Wedbush Morgan Securities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and employs a combination of proprietary and third-party investment models with ongoing oversight by an Investment Strategy Committee.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.