Troy Malbon

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.

Ethan Masterman is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with United Planners since 2008 and operates the Masterman Agency. Outside of advisory services, he is involved in non-variable insurance sales. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party managers, offering both fee-based and commission-based financial solutions through a network of 477 independent advisors.

David Masterman is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 39 years of industry experience, including 18 years with United Planners. Outside of his advisory work, he is involved with Masterman Farm, an inherited family farm, and owns a marketing agency. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform offering various custodial and money manager options, with a focus on largely non-discretionary asset management and a combination of fee-based and commission-based services.

Stephen Craig is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials. He has worked at multiple firms including Bank of America Merchant Services and Franklin Memorial Hospital, with no prior industry experience before joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.