Portsmouth, NH Maplewood Avenue Office

Thomas Sedoric is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His career includes roles at Steward Partners Investment Solutions, Raymond James Financial Services, and Wells Fargo Clearing. Outside of advising, he is involved with Boo’s Bucket List, LLC, where he advises on strategy and planning, and he participates in governance activities at Piscataqua Savings Bank. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of portfolio management and financial planning services.

William Puduski is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and eight years of industry experience. He has worked with Steward Partners since 2018 and previously was with Raymond James Financial Services. His work history also includes time at Northwestern Mutual and UMASS Lowell. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account services.

R Nee is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has been associated with various Steward Partners entities since 2015 and previously worked at Raymond James Financial Services. Outside of his advisory role, he is involved in non-variable insurance and annuities through Steward Partners Global Advisory, LLC, and owns Seacoast Wealth Management. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, high-net-worth clients, retirement plans, and charitable organizations, offering tailored investment advisory and financial planning services through a variety of portfolio management programs and third-party selections.

Steven Bricker is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Steward Partners and its affiliated entities since 2016 and previously worked at Raymond James Financial Services from 2015 to 2022. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets and serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services. The firm offers both discretionary and non-discretionary portfolio management through proprietary and third-party solutions, supported by national custodial and platform partners.

Stephen Spector is a financial advisor at Steward Partners Investment Advisory, LLC with 42 years of industry experience. His prior roles include positions at Raymond James Financial Services and Wells Fargo Advisors. He serves as a board member for a condominium homeowners association in Portsmouth, NH. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting services through a range of in-house and third-party investment solutions.

Anka Vidacic is a financial advisor at Steward Partners Investment Advisory, LLC with 21 years of industry experience. She holds the Series 66 designation and has worked with Steward Partners and Raymond James Financial Services in various capacities since 2013. Outside of her advisory role, she manages client administration for Highwater Wealth Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

James Rice is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. He has worked at Steward Partners Investment Advisory, Steward Partners Global Advisory, and Steward Partners Investment Solutions since 2024. Prior to his advisory career, he was employed at Confluent Medical Technologies and General Dynamics Electric Boat. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad range of clients including individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering various investment advisory and financial planning services.

Brittany Beard is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Steward Partners and Raymond James Financial Services, as well as Wells Fargo Clearing. Outside of advisory roles, she is also a sales consultant for an online clothing and shoe platform. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered registered investment advisor managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations, offering a variety of investment advisory and financial planning services.

Peter Hanrahan is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes six years at Fidelity Brokerage Services, LLC, before joining Steward Partners and its affiliated entities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a national client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing both proprietary and third-party portfolio management solutions.

Chelsea Caulfield is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. She holds a Series 66 designation. Her prior experience includes roles at MML Investors Services LLC, MassMutual/WestPoint Capital, and Citibank. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs.

Sarah Laratonda is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and three years of industry experience. Her prior work includes positions at LPL Financial/Northeast Planning from 2018 to 2022. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account services with both discretionary and non-discretionary portfolio management options.

Christina O'Donnell is a financial advisor at Steward Partners Investment Advisory, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill, Bank of America, Raymond James Financial Services, and multiple Steward Partners entities. She also owns Carrigg Wealth Advisors, a support company based in Portsmouth, NH. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Daniel Snyder is a CFP® with 18 years of industry experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC. His career includes prior roles at Wells Fargo Clearing and Raymond James Financial Services. He has a trustee role with a family trust and owns The Sedoric Group, a support company providing investment and planning advice. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Vincent Stancato is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Rockefeller Financial LLC, MFS Fund Distributors, Inc., and Natixis Investment Managers. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets and serving a national client base that includes individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, pension consulting, and managed account services through both proprietary and third-party solutions.

Erica Kelly is a financial advisor at Steward Partners Investment Advisory, LLC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley and Raymond James Financial Services. Outside of advising, she is an authorized member of Kelly Co Plumbing, LLC, a business she owns and operates. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations with a range of advisory and financial planning services.