Independent financial advisors in Manchester, NH

Mark Leonard is a financial advisor with OSAIC Institutions, INC. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Infinex Investments, Inc. since 2013. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing a variety of advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments via the CAIS platform. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer/adviser structure.

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 has been with Citizens Securities since 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both advisory and brokerage services. The firm provides digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Chad Gancarz is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Equitable Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Michael Beck is a CFP® with 29 years of industry experience, currently serving as a financial advisor with LPL Financial since 2022. His prior experience includes roles at St. Mary's Bank since 2018 and Cuna Brokerage Services, Inc. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Donald Boisvert is a ChFC® credentialed financial advisor with 41 years of experience at Equity Services, Inc. in Manchester, NH. He has been with Equity Services since 1985 and has also been engaged with National Life Insurance Company since 1983, focusing on sales of life, disability, health, long-term care insurance, and annuities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios to deliver a mix of long-term and specialized investment strategies.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.