Seasoned, liquidity event planning financial advisors in New Hampshire

Gregory Norris is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Barrell Investment Group, and Ameriprise Financial Services before joining Apex Investment Group in 2025. He is also a licensed insurance agent. Apex Investment Group is an SEC-registered wealth management firm serving individuals, trusts, retirement plans, corporations, and charities. The firm manages customized, long-term portfolios using diversified mutual funds, ETFs, and selective individual securities, with an emphasis on fundamental and technical analysis.

Asena Landry is a financial advisor with LPL Financial in Tilton, NH, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining LPL Financial, she worked at Fidelity Investments and Camden National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advice delivery through a broad network of investment adviser representatives.

Robert Caron is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with MAI Capital Management since 2016. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a broad client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and serves in both product-sponsor and advisory roles, managing assets totaling $72.3 billion as of May 2026.

Kevin Smith is a CFP® with four years of industry experience, currently serving at Mass Mutual Investors Services. He previously worked at Commonwealth Financial Network for six years and has experience at MassMutual Life Insurance Company. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and also provides programs such as wrap accounts and educational seminars.

Lisa Dugan is a CFP® with 28 years of experience in the financial industry. She has been with Secure Planning, LLC since 1998. In addition to her advisory role, she is also licensed as an insurance agent, providing insurance planning as part of the firm's comprehensive financial services. Secure Planning, LLC serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm manages discretionary and non-discretionary portfolios using Modern Portfolio Theory and an efficient market approach, offering financial planning, consulting, and access to third-party asset allocation programs.

Sarah Brown is a financial advisor at Edward Jones in Monroe, GA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Georgia College & State University and the Walton County School District. She also has experience with Peachy Keen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Grombala is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on serving corporate executives and high-earning professionals who have complex compensation structures, including equity awards such as RSUs, stock options, ESPP programs, deferred compensation packages, and performance awards. In his role, he helps clients manage concentration risk, reduce tax implications, and align their equity compensation with long-term, goals-based wealth strategies. Since entering the industry in 2017, Andrew has adopted a structured, plan-first approach that incorporates compensation, cash flow, family priorities, retirement planning, and overall risk management. He guides clients through various financial events, including vesting, diversification, liquidity management, and retirement income planning. His expertise extends to executive compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. Andrew holds FINRA Series 7 and Series 66 registrations and is licensed in Accident & Health, Life, and Variable Insurance. He earned a Bachelor's degree in Economics from Trinity College in Hartford, Connecticut, where he also competed as a student-athlete in football and lacrosse. He resides in Anderson Township with his wife and two children. Outside of work, Andrew enjoys boating, golfing, football, ice hockey, music, and spending time with his family.

Sherry Neeley is a financial advisor at Authentikos Wealth Advisory LLC with three years of industry experience and holds a Series 66 designation. Prior to joining Authentikos in 2025, she worked at First Command Insurance Services and related entities from 2022 to 2025. Outside of her advisory role, she provides educational consulting as a Special Education Advocate for parents of special needs children. Authentikos Wealth Advisory LLC provides investment advisory and financial planning services primarily to individuals and retirement plans, with offerings that include discretionary portfolio management, written financial plans, and access to model-portfolio solutions implemented on a wrap-fee platform. The firm customizes portfolio allocations based on clients’ goals and risk tolerances using fundamental, cyclical, and technical analysis across a broad range of investments.

Perrin Berry is a financial advisor at Apollon Wealth Management, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Crisp Event Rentals, Modern Woodmen, and the Secretary of State's Office. Apollon Wealth Management is an SEC-registered multi-team firm serving a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed model strategies with locally managed portfolios tailored through a comprehensive oversight structure.

Heather Rivas is a CFP® and Series 65-licensed advisor with River Wealth Advisors LLC, where she has worked for four years. She has a total of 11 years of industry experience, including seven years at PSECU prior to joining River Wealth Advisors. River Wealth Advisors offers discretionary and non-discretionary asset management, financial planning, investment consulting, and retirement-plan services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and plan sponsors. The firm uses a fundamentally oriented, customized investment approach and conducts regular portfolio monitoring and formal reviews.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

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.

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.