Joshua Houle is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2024. His prior roles include positions at Steward Partners Investment Solutions, Raymond James Financial Services, and Edward Jones. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and utilizes model portfolios supported by proprietary and third-party research.

Keith Mansfield is a financial advisor with LPL Financial in Keene, NH, holding Series 63 and Series 66 registrations and 27 years of industry experience. He worked at INVEST Financial Corp. for 19 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Fliss is a CFP® with 10 years of industry experience, currently advising clients at LPL Financial since 2026. He previously worked at Edward Jones for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and model portfolio options supported by in-house and third-party research.