Brian Stephen Berry

Steven Dean is a financial advisor at Northeast Planning Associates, Inc. in Madison, ME, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2007 and at Northeast Planning Associates since 2003. He also operated as a certified real estate appraiser for 28 years and owns a self-storage business. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management, managing approximately $327.7 million in client assets, and provides services on fixed-fee, hourly, or retainer bases.

Randall Dean is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to his current role starting in 2016, he worked for Independent Appraisals in Madison for 20 years. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Kerri Allen is a CFP®-certified financial advisor at Root Financial Partners with 21 years of industry experience. She has worked at several firms, including TFC Financial Management, Boston Wealth Strategies, and Baystate Financial. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and also offers educational programming and online academies for financial education.

Stephen Craig is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Franklin Memorial Hospital and Maine Huts & Trails. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its adviser headcount.

Bonnie Aleck is a financial advisor at LPL Financial with 41 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network and Charles River Financial Services. Aleck operated Aleck Financial Services for over three decades prior to joining LPL Financial in 2023. LPL Financial is a national broker-dealer and registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advisor-facing tools and a broad platform of non-advisory financial services.

Troy Malbon is a financial advisor with Ameriprise in Madison, ME, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Ameriprise in 2020, he worked at UBS Financial Services from 2011 to 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside oversight committees to generate personalized retirement income recommendations.