Lyn Parker is a CFP® professional with 13 years of experience in the financial services industry. She is affiliated with Whitman Financial Services, LLC and has also worked with LPL Financial since 2013. Parker serves as a board member and recording secretary of the Newburyport Society for the Relief of Aged Women and maintains a general law practice through her own law office. Whitman Financial Services provides financial planning and consulting to individuals, focusing on trusts, estates, retirement plans, and certain high-net-worth clients. The firm emphasizes fundamental analysis and a long-term investment approach using mutual funds and ETFs, with services billed on an hourly or fixed-fee basis rather than percentage-of-assets fees.

Dallas Coffman is a financial advisor with Whitman Financial Services, LLC, holding CFP® and ChFC® designations and over 45 years of industry experience. He has been with Whitman Financial Services since 2001 and also maintains a long-standing affiliation with LPL Financial since 1989. In addition to his advisory role, he provides tax preparation, consulting, and audit services, and serves as a trustee for scholarship funds in North Reading, Massachusetts. Whitman Financial Services, LLC offers financial planning and consulting to individuals, trusts, estates, and retirement account holders, focusing on a structured six-step planning process and fundamental investment research. The firm does not manage client assets directly but supports implementation through separate agreements with third-party custodians.