Stephen Craig

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 at LPL Financial in Madison, ME, holding a Series 66 designation with nine years of industry experience. He has worked at Northeast Planning Associates, Inc. and LPL Financial since 2016 and previously spent 20 years with Independent Appraisals - Madison and 18 years at UPM-Madison. 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 financial planning, model-portfolio advisory programs, third-party asset management, and retirement advice options, supported by an in-house research team that develops diversified and alternative investment strategies.

Kerri Allen is a Certified Financial Planner® with 21 years of industry experience. She is currently with Root Financial Partners and has previously worked at TFC Financial Management, Boston Wealth Strategies, and Baystate Financial. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm employs a primarily passive investment approach with diversified portfolios based on index mutual funds and ETFs, supplemented by fundamental and technical analysis and due diligence on third-party sub-advisers.

David Doane is a financial advisor with LPL Financial and Camden National Bank, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with both firms since 2014. Outside of his advisory roles, he is involved with Camden Financial Consultants, a business related to his LPL activities. 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 range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.

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.

Brian Berry is a financial advisor with LPL Financial who holds a Series 66 designation and has 26 years of industry experience. He has worked at LPL Financial since 2007 and previously spent 15 years with Northeast Planning Associates, Inc. He operates Brian Berry & Associates, a CPA affiliate program. 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 delivers services through a large network of investment adviser representatives.