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Samuel R

Series 63, Series 65

Diberville, MS

Voyage Wealth Management, LLC

Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Retirement withdrawal strategies General retirement planning Social Security optimization Medicare planning General estate planning guidance Retired Approaching retirement

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Hudsen H

CFP®, Series 65

Chester, VT

AFS Wealth Management LLC

Hudsen Hagland is a CFP®-certified financial advisor with four years of industry experience. He currently leads AFS Wealth Management LLC, an independent advisory firm, and has prior experience at SHP Wealth Management, LLC and Fisher Financial Advisors, LLC. He also held a position at the University of Massachusetts Dartmouth from 2015 to 2020. AFS Wealth Management LLC is a single-advisor firm managing approximately $30.7 million for about 44 clients. The firm offers discretionary portfolio management and financial consulting tailored to individual client objectives, employing a combination of modern portfolio theory and technical analysis methods.

Wealth management Passive / index investing Real estate investing
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Douglas K

Series 63, Series 65

Granthan, NH

Investmark Advisory Group LLC

Douglas Kerr is a financial advisor with Investmark Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Investmark Advisory Group since 2017 and has been associated with Commonwealth Financial Network since 2014. Kerr also engages occasionally as a life settlement broker. Investmark Advisory Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, and businesses. The firm offers portfolio management through model-based and advisor-directed accounts, utilizing a range of investment options and third-party platforms, supported by a team of ten advisors managing approximately $812 million in assets.

ESG / Sustainable investing
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Guy A

Series 66

West Windsor, VT

Advisory Alpha, LLC

Guy Alderdice Jr. is a financial advisor at Advisory Alpha, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including National Life Group and Equity Services, Inc. He is also the owner and president of Ascutney Financial Group, where he provides insurance, education, and consulting services. Advisory Alpha serves a diverse retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also partners with other registered investment advisors as a subadvisor or co-advisor, managing a variety of managed portfolio series that employ discretionary strategies across multiple asset classes.

Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.) Wealth management Real estate investing Founder/Business Owner Retired
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William F

Series 63, Series 66

Windsor, VT

Empower Advisory Group

William Fracalossi is a financial advisor with Empower Advisory Group in Windsor, Vermont, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and Wells Fargo Clearing, as well as Wells Fargo Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach, serving a large participant base relative to its advisor headcount.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Nicholas H

Series 66

Charlestown, NH

Empower Advisory Group

Nicholas Hobart is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Empower Advisory Group and previously spent three years at Benjamin F. Edwards & Co. Outside the financial industry, he works part-time as a center store clerk at Hannaford Supermarket. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm emphasizes long-term portfolio strategies through integrated planning and managed account solutions linked to its recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Maria H

Series 66

Claremont, NH

LPL Financial

Maria Horne is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to her current role, she was affiliated with Claremont Financial Services and has held various positions across different industries, including roles at Claremont Savings Bank and Fitchburg State University. She is also a commissioned notary in the state of New Hampshire. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory services with non-advisory products such as insurance and lending options.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Robert M

Series 66

Claremont, NH

OSAIC

Robert Maccioli is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and 26 years of industry experience. His prior firms include Woodbury Financial Services, Inc., and he has longstanding ownership roles in Horizon Financial Services, where he provides fixed term life and health insurance as well as income tax preparation and payroll services. Outside of his advisory work, he owns Miracle Mountain Wildlife Foodplots, an LLC focused on designing and developing wildlife foodplots. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk-tolerance assessments with advanced asset-allocation tools and offers a range of investment vehicles and advisory programs supported by multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Kayla P

Series 66

Claremont, NH

Raymond James Financial

Kayla Putnam is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. She has previously worked at LPL Financial and Claremont Financial Services, and serves as a board member of the Claremont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and emphasizes client collaboration using detailed risk profiling and firm research.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Michelle P

Series 63, Series 65

Newport, NH

LPL Financial

Michelle Paris is a financial advisor with LPL Financial based in Croydon, NH, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at LPL Financial since 2018 and previously at Sugar River Bank and Invest Financial Corporation. Michelle is also involved with T-Squared Financial, an investment-related business she has maintained since 2013. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Rob H

Series 66

Newport, NH

LPL Financial

Rob Harris is a financial advisor with LPL Financial and holds a Series 66 designation. He has 16 years of industry experience, including prior roles at Ameriprise Financial Services, Bank of America, and Merrill Lynch. He is also currently affiliated with Sugar River Bank as a financial advisor. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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