Advisors at this firm
Ronald H
Series 63, Series 65
Jacksonville, FL
Eversource Wealth Advisors, LLC
Ronald Hodge is a financial advisor with Eversource Wealth Advisors, LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Eversource in 2023, he worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. Mr. Hodge also operates as an independent insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisor representatives delivering multiple investment programs and is notable for managing a pooled private real-estate vehicle and providing services to other RIAs and nonstandard institutional clients.
Ryan N
Series 63, Series 65
New York, NY
Eversource Wealth Advisors, LLC
Ryan Nelson is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at Equitable Advisors, LLC, Nelson Financial Services, and MC Companies. Since 2023, Nelson has also operated as an independent insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives who deliver a range of investment programs and provides services to other RIAs and nonstandard institutional clients.
Luke M
Series 65
Mc Kinney, TX
Eversource Wealth Advisors, LLC
Luke Martin is a financial advisor at EverSource Wealth Advisors, LLC, holding a Series 65 designation. He joined EverSource in 2025 and has prior work experience across several industries, including roles at Brasfield and Gorrie and Auburn University. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering multiple investment programs and incorporates a values-based portfolio approach informed by a Judeo-Christian framework.
Jack M
Series 66
Birmingham, AL
Eversource Wealth Advisors, LLC
Jack Morris is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Allied Mineral Products, Inc., and Riverside Refractories, Inc. EverSource Wealth Advisors serves individual and high-net-worth investors, institutional clients, and advisory firms, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives and provides a range of investment programs, including firm-managed models, advisor-managed accounts, and third-party managed strategies, with an investment approach that incorporates a Judeo-Christian values framework for some portfolios.
James V
Series 66
Jacksonville, FL
Eversource Wealth Advisors, LLC
James Vandenheuvel is a financial advisor at EverSource Wealth Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. since 2015. EverSource Wealth Advisors serves individual and high-net-worth investors, institutional clients, and advisory firms, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisors providing multiple investment programs and incorporates a values-based investment approach informed by a Judeo-Christian framework.
Howard V
CFP®, Series 65
Spring Hill, TN
Eversource Wealth Advisors, LLC
Howard Varnedoe is a CFP® professional with 11 years of industry experience, currently serving at EverSource Wealth Advisors, LLC. His prior experience includes roles at Ronald Blue & Company and Charis Advisors Group, LLC. Outside of his advisory work, he is involved with Hope Community Church and Ivybrook Academy. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, and retirement-plan services. The firm offers multiple investment programs and values-based portfolio options informed by a Judeo-Christian framework.
David C
Series 65
Birmingham, AL
Eversource Wealth Advisors, LLC
David Curran is a financial advisor at EverSource Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Somerset Advisory. Outside of his advisory role, he is the founder of Bernard Coaching Company, where he provides life and budget coaching. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisors delivering multiple investment programs and incorporates values-based portfolio options informed by a Judeo-Christian framework.
Deborah S
Series 66
Green Valley, AZ
Eversource Wealth Advisors, LLC
Deborah Stouffer is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James Financial Services and W. F. Stevens Financial Advisors, where she also serves as Office Manager. Eversource Wealth Advisors provides wealth management, financial planning, portfolio management, and retirement-plan services to individual, high-net-worth, and institutional clients. The firm offers multiple investment programs and values-based portfolio options informed by a Judeo-Christian framework, while also serving other RIAs and nonstandard institutional clients.
Timothy M
Series 65
Highlands Ranch, CO
Eversource Wealth Advisors, LLC
Timothy Macready is a financial advisor at EverSource Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at Brightlight Group and Christian Super. Outside of his advisory role, Macready serves on the boards of Criterion Institute and Global Trust Partners, where he is also Treasurer, and participates in investment committees including Paua Wealth and the CIMA Commission. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm delivers multiple investment programs through a network of advisor representatives and incorporates a Judeo-Christian framework in some portfolio options.
Chase B
Series 65
Birmingham, AL
Eversource Wealth Advisors, LLC
Chase Boardman is a financial advisor at EverSource Wealth Advisors, LLC in Birmingham, AL, holding a Series 65 credential with three years of industry experience. His prior roles include positions at BMSS Wesson Wealth Solutions, Keystone Wealth Partners, and Liberty University. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering multiple investment programs and incorporates a values-based portfolio approach informed by a Judeo-Christian framework.
Eric R
CFP®, Series 63, Series 65
Eustis, FL
Eversource Wealth Advisors, LLC
Eric Reinhold is a CFP® professional with 28 years of experience in the financial services industry. He has worked at EverSource Wealth Advisors, LLC since 2023 and previously spent ten years with Ameriprise Financial Services, Inc. He serves on the Board of Directors for Character 4 Kids, Inc., and is also an author of both fiction and non-fiction books. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm provides a range of investment programs through a network of advisors and incorporates a values-based approach informed by a Judeo-Christian framework.
Robert C
Series 66
Scottsdale, AZ
Eversource Wealth Advisors, LLC
Robert Collins is a financial advisor at EverSource Wealth Advisors, LLC in Scottsdale, AZ, with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, AXA Advisors, and Nelson Financial. Outside of his advisory role, he owns Kandr Collins, LLC, which sells group medical benefits and property and casualty insurance. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients by offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives and provides a range of investment programs, including firm-managed and advisor-managed strategies, with a values-based portfolio option informed by a Judeo-Christian framework.
Daniel F
CFP®, Series 63, Series 65
Burlington, MA
Eversource Wealth Advisors, LLC
Daniel Flanagan is a CFP® with 23 years of industry experience. He is currently with EverSource Wealth Advisors, LLC and previously worked for Canby Financial Advisors and Commonwealth Financial Network. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering multiple investment programs and incorporates values-based portfolio options informed by a stated Judeo-Christian framework.
William S
Series 65
Little Rock, AR
Eversource Wealth Advisors, LLC
William Somers is a financial advisor at EverSource Wealth Advisors, LLC in Little Rock, AR, holding a Series 65 license with two years of industry experience. Prior to joining EverSource Wealth Advisors in 2024, he worked at BRS Financial LLC from 2022 to 2024 and operated Somers Lawn for eleven years. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional and advisory clients, providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services through a network of investment advisor representatives. The firm is notable for managing a pooled private real-estate vehicle and offering services to other RIAs and nonstandard institutional clients.
Anthony D
Series 63, Series 65
Surprise, AZ
Eversource Wealth Advisors, LLC
Anthony Doble is a financial advisor at Eversource Wealth Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Trutina Financial and Oneamerica Securities. Mr. Doble is also the President of Moneyverse Financial, LLC, where he creates educational content related to finance. Eversource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients with wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm offers multiple investment programs through a network of advisors and provides services to other RIAs and nonstandard institutional clients.