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John L

CFP®, Series 66

Worcester, MA

New Harbor Financial Group, LLC

John Llodra is a CFP® professional with 21 years of experience, currently serving at New Harbor Financial Group, LLC since 2005. He holds a Series 66 license and acts as co-trustee for the Llodra Family Gift Trust. Llodra is also involved with the Groton Conservation Trust, providing financial planning and investment advice for the organization’s assets, and is a co-owner of New Harbor Acquisition Partners, LLC, a business acquisition search firm. New Harbor Financial Group is a team-based registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs a blended investment approach incorporating fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary services across a range of investment vehicles.

Options & derivatives strategies Wealth management Tax-loss harvesting
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Justin G

Series 65

Worcester, MA

New Harbor Financial Group, LLC

Justin Griffin is a financial advisor with New Harbor Financial Group, LLC in Worcester, MA. He holds a Series 65 designation and has 14 years of industry experience, with over a decade at New Harbor Financial Group. Outside of his advisory role, he serves as a trustee for the Princeton Land Trust, where he attends board meetings and conducts site visits to oversee land use and compliance. New Harbor Financial Group is a team-based registered investment adviser that provides investment management, wealth management, and financial planning to individuals, trusts, estates, charities, and business entities. The firm uses a blend of fundamental, technical, and cyclical analysis in managing client portfolios across a range of investment vehicles and offers both discretionary and non-discretionary services.

Options & derivatives strategies Wealth management Tax-loss harvesting
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Michael P

CFP®, Series 63, Series 65

Worcester, MA

New Harbor Financial Group, LLC

Michael Preston is a CFP® with 26 years of experience in the financial services industry. He has been with New Harbor Financial Group, LLC since 2005 and previously worked at Purshe Kaplan Sterling Investments and UBS Financial Services. Outside of his advisory role, he is a co-owner of New Harbor Acquisition Partners, LLC, a business acquisition search firm. New Harbor Financial Group is a team-based registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to manage client assets through a range of investment vehicles, including ETFs, equities, bonds, mutual funds, and options strategies.

Options & derivatives strategies Wealth management Tax-loss harvesting
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Kathlyn S

Series 66

Worcester, MA

New Harbor Financial Group, LLC

Kathlyn Scheel is a financial advisor at New Harbor Financial Group, LLC in Worcester, MA, holding a Series 66 designation with 13 years of industry experience. Her prior roles include positions at Baystate Financial and Commonwealth Financial Network. New Harbor Financial Group is a team-based registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charities, and business entities. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis across various asset classes and options strategies, and may incorporate derivatives and digital asset ETFs in client portfolios.

Options & derivatives strategies Wealth management Tax-loss harvesting
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John M

Series 65

Worcester, MA

New Harbor Financial Group, LLC

John Maher is a Series 65-licensed financial advisor with New Harbor Financial Group, LLC in Worcester, MA, with two years of industry experience. His prior work includes roles at Gordon Brothers LLC and The TJX Companies Inc. New Harbor Financial Group is a team-based registered investment adviser serving individuals, trusts, estates, charities, and business entities with discretionary and non-discretionary investment management and financial planning. The firm utilizes a blend of fundamental, technical, and cyclical analysis across various asset classes and employs options strategies and digital asset ETFs in certain cases.

Options & derivatives strategies Wealth management Tax-loss harvesting
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