Robert Everett is a financial advisor with LPL Financial in Cambridge, MA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2010 and also provides financial planning and consulting services through Northeast Planning Associates, an independent registered investment advisor. Additionally, he is an author with works available for sale through Amazon. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house research team and a range of investment solutions, combining large-scale advisory operations with various non-advisory financial products.

George Slyman Jr. is a CFP® with 40 years of experience in the financial services industry. He is affiliated with Northeast Planning Associates, Inc. and has worked with LPL Financial since 2007. Outside of his advisory work, he hosts the Two Stroke Penalty Golf Podcast. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Michael Riddell is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 10 years of industry experience. He has worked with Northeast Planning Associates, Inc. since 2016 and with LPL Financial since 2015. Outside of his advisory work, he is also a notary. 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 non-advisory product offerings such as insurance and annuities.

Zachary Longley is a financial advisor with LPL Financial in Newburyport, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2007 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent registered investment advisor he has operated since 2003. Outside of advisory work, he serves as a notary public. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a variety of portfolio management options, combining large-scale advisory operations with non-advisory product offerings.

Jason Lawrence is a CFP® professional with 16 years of experience in financial advisory services. He has been with Northeast Planning Associates, Inc. and LPL Financial, LLC since 2013. Outside of his advisory work, he is involved in business entities used for tax and investment purposes. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers consultative planning engagements with various fee structures and access to investment management, managing approximately $327.7 million in client assets.

John Castelot is a financial advisor with Northeast Planning Associates, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Northeast Planning Associates since 2003 and LPL Financial since 2007. Outside of his advisory roles, he is involved with JBC Financial Corp, a separate business entity for tax and investment purposes. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

John Ryder is a financial advisor with Northeast Planning Associates, Inc. and holds Series 63 and Series 66 designations. He has 30 years of industry experience, including roles at LPL Financial and SagePoint Financial. Ryder provides financial planning and consulting services through Northeast Planning Associates. Northeast Planning Associates offers financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm delivers modular, consultative planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Benjamin Hiers is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Northeast Planning Associates, he worked at LPL Financial from 2007 to present. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Brian Heffernan is a financial advisor with Northeast Planning Associates, Inc. and holds a Series 66 designation. He has 23 years of industry experience, including 19 years with LPL Financial. He is also involved in a family business as a general partner of Mahdeen Management, LLC. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services primarily 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.

Michael Hartman is a financial advisor with Northeast Planning Associates, Inc. in Bedford, NH, holding a Series 63 designation and 33 years of industry experience. He has worked with LPL Financial since 2007 and with Northeast Planning Associates since 2004. Hartman also serves as a notary public in New Hampshire, providing this service free of charge to friends and business associates. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services primarily to individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Gary Pelletier is a financial advisor with Northeast Planning Associates, Inc. and holds the ChFC® and Series 63 designations. He has 41 years of industry experience, including roles at Northeast Planning Associates since 2003 and LPL Financial since 2007. Pelletier also serves as a trustee for an irrevocable insurance trust for his parents. 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, consultative planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Gary Wallace is a financial advisor at Northeast Planning Associates, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2007. Wallace has been with Northeast Planning Associates since 2003. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular, consultative planning engagements with flexible fee structures and manages approximately $327.7 million in client assets.

William Reis is a financial advisor with LPL Financial and holds the Series 66 designation. He began his advisory career in 2023 and also provides financial planning and consulting services through Northeast Planning Associates, Inc., an independent investment advisor firm. Reis serves in the U.S. Army National Guard as a Signal NCO. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

Kathleen Sweeney is a financial advisor with Northeast Planning Associates, Inc., holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has held roles at LPL Financial and Ameriprise Financial Services, with multiple tenures at Northeast Planning Associates. In addition to advisory work, she provides business advisory services focusing on tax structuring for small businesses. Northeast Planning Associates, Inc. is an SEC-registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets through a team of about 70 advisors.