Robert Ellis is a CFP®-certified financial advisor with 24 years of industry experience. He is the principal of Amherst Financial Group, LLC, which he founded in 2021, and has also worked with LPL Financial since 2012. In addition to his advisory work, Ellis serves as an on-call volunteer firefighter with the Amherst Fire Department. Amherst Financial Group provides asset management and financial planning primarily to individual and small-business clients, offering tailored investment strategies ranging from income preservation to aggressive growth. The firm integrates a broader set of affiliated financial services, including insurance, mortgage brokering, and tax preparation, to deliver a comprehensive approach beyond traditional portfolio management.

Brian Howlett is a financial advisor with Amherst Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Putnam Investments in retail management for 13 years. Outside of financial advising, he is the managing partner and owner of Phenix Salon Suites, a salon studio rental business currently in development. Amherst Financial Group provides asset management and financial planning primarily to individual and small-business clients. The firm offers tailored investment strategies across a range of objectives and integrates a broader set of affiliated financial services, including insurance, employee benefits, mortgage brokering, tax preparation, and student-loan lending.