user avatar

Alfred Romano

Advisor at Financial Transparency

Claim profile

Credentials

PFS™, Series 66

Financial Transparency logo

Firm

Financial Transparency

Location

Salisbury, NH

Work history

Envision Financial Transparency, Llc

2018 - Present (8 years)

Financial Transparency, Llc

2018 - 2018 (1 year)

Robert G. Stinson & Associates, P.C.

2009 - Present (17 years)

Cssc Brokerage Services, Inc.

2007 - 2018 (11 years)

Cssc Insurance Services, Inc.

2001 - 2018 (17 years)

Trustee Empowerment & Protection, Inc.

1999 - 2018 (19 years)

Similar advisors near Alfred

Raymond B

CFP®, ChFC®, Series 66

Concord, NH

Edward Jones

Charitable giving & philanthropy Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner

Rachel A

Series 66

Concord, NH

Edward Jones

General retirement planning Wealth management Inheritance planning Women Professionals

Jason P

Series 66

Laconia, NH

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Military & Veterans Founder/Business Owner

Daniel R

Series 63, Series 66

Concord, NH

Merrill

Daniel Ringelstein is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He partners with The Doyle Group in Manchester, New Hampshire, providing high net worth clients with financial strategies, investment management, and comprehensive wealth planning. Daniel began his career as a Cash and Equity Trader in Manhattan after earning his B.A. in Economics from Vassar College in 2000. He subsequently served as Portfolio Manager and Partner at ECM, a Norwegian hedge fund, before founding Winnipesaukee Capital LLC to manage private equity and real estate investments in Northern New England. Since 2013, he has worked in wealth management at Merrill and Morgan Stanley, leveraging his extensive investment experience. Daniel holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Daniel enjoys hiking, boating, and swimming in New Hampshire’s Lakes Region and Norway with his family. He also pursues interests in automotive culture as a car enthusiast and collector.

Wealth management Private / alternative investments Real estate investing
user avatar

John C

CFP®, Series 63, Series 65

Concord, NH

Colligan Advisory, LLC

user avatar

Eric S

Series 63, Series 65

Concord, NH

On Track Financial LLC

Claim this profile

Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.

Claim profile
© 2026 Warmer Holdings Inc. (“Warmer”)
Terms of Service and Advisory Agreement Privacy Policy Form ADV Brochure Form CRS
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services. For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor’s Form ADV and do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s Terms of Service and Advisory Agreement and Privacy Policy.
Logos provided by Logo.dev