Rick Campbell is a financial advisor at Financial Independence, LLC with 23 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Cigna Financial Services. Campbell serves as a board member of the Trudeau Memorial Foundation. Financial Independence, LLC serves individual and high-net-worth clients as well as retirement plans, offering modular financial planning and a wealth management program called the Financial Independence BEST Life Planning Program. The firm recommends portfolio strategists through the AssetMark Platform and emphasizes behavioral coaching, manager diversification, and a mix of tactical and strategic approaches.

Mark Lavallee is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Financial Independence, LLC since 2009. He holds Series 63 and Series 65 licenses and is also employed by Digital Federal Credit Union in a fixed life insurance capacity. Financial Independence, LLC offers financial planning, wealth management through its BEST Life Planning Program, and pension consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a non-discretionary investment model focused on behavioral coaching, manager diversification, and a combination of tactical active and strategic passive strategies through third-party portfolio managers on the AssetMark platform.

Kevin Pierro is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at Financial Independence, LLC since 2018 and previously spent time at TIAA and Bryant University. Financial Independence, LLC serves individual and high-net-worth clients as well as retirement plans, offering modular financial planning and a wealth management program called the Financial Independence BEST Life Planning Program. The firm provides advisory services through the AssetMark Platform, focusing on behavioral coaching, manager diversification, and a combination of tactical and strategic investment approaches without discretionary management of client portfolios.

Mac Kenzie Campbell is a financial advisor at Financial Independence, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Citizens Securities, Inc., NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he has worked in the restaurant and fitness industries. Financial Independence, LLC provides financial planning, wealth management, and pension consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm uses a non-discretionary approach, recommending third-party portfolio strategists on the AssetMark platform, with an investment philosophy focused on behavioral coaching, manager diversification, and a blend of tactical active and strategic passive strategies.