Caitlyn Lessard is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has previously worked at Prime Buchholz LLC and GMO LLC. Caitlyn is also commissioned as a notary in the state of New Hampshire. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided through a large network of investment adviser representatives.

Helena Mahoney is a CFP® with 18 years of industry experience, currently advising at LPL Financial since 2021. Her prior roles include work with Blue Granite Financial, Inc., Lisa Dale, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies that incorporate discretionary and non-discretionary management.

Katherine Griffin is a Series 66-licensed financial advisor with 25 years of industry experience. She is currently with LPL Financial, where she has worked since 2021. Her prior experience includes roles at Waddell & Reed, Andrea Riley Arnesen-Amerprise Financial, Helena Mahoney, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by a large network of advisors and a broad platform that includes financial planning, model portfolios, and institutional programs.

Timothy Dabrieo is a Series 66-credentialed financial advisor with 19 years of industry experience, currently practicing at LPL Financial since 2021. His prior work includes roles at Waddell & Reed, Inc. and Sage Wealth Partners LLC. He serves as a nonprofit board member for the Town of Nottingham. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Bethany Goodrich is a CFP® professional with four years of industry experience. She is currently with LPL Financial and previously worked at Cornerstone Financial Planning, LLC and TPS Group. Outside of her advisory role, she is involved in a real estate rental business with a family member. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.