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Don S
CFP®, ChFC®, Series 63, Series 65
Bedford, NH
Northeast Planning Associates, Inc.
Don Silk is a CFP® and ChFC® with 34 years of experience in the financial services industry. He has worked at Northeast Planning Associates, Inc. since 2003 and LPL Financial since 2007. He is also involved with Tri City Suban, Inc., a business operating since 1988. Silk spends a portion of his time on non-variable life insurance, fixed annuities, and long-term care insurance. 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 around 70 advisors.
William G
ChFC®, Series 63, Series 65
Bedford, NH
Northeast Planning Associates, Inc.
William Gibbons is a financial advisor with LPL Financial in Manchester, NH, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience and has worked with LPL Financial since 2007, while also operating Northeast Planning Associates, Inc. since 2003. In addition to his advisory roles, he is involved in selling non-variable insurance products. 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 delivers services through a large network of investment adviser representatives.
Andrew D
CFP®, Series 63, Series 65
Bedford, NH
Northeast Planning Associates, Inc.
Andrew Doughty is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial since 2014. He also maintains a role at Northeast Planning Associates, Inc., where he has been involved since 2013. Outside of his advisory work, he is connected to OneEleven Oils, LLC, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.
William H
Series 63
Bedford, NH
ON Investment Management CO
William Husson is a financial advisor with ON Investment Management Company in Bedford, NH, holding a Series 63 license and 28 years of industry experience. He has been with The O.N. Equity Sales Company since 2003. Outside of his advisory role, Husson is also licensed to sell life, health, disability, long-term care, fixed and indexed annuities, as well as group life and health insurance. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a dual-registration model that includes both discretionary and non-discretionary account management.
Walter A
Series 63, Series 65
Bedford, NH
Northeast Planning Associates, Inc.
Walter Ammon is a financial advisor with Northeast Planning Associates, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Northeast Planning Associates since 2009 and has been affiliated with LPL Financial since 2004. Ammon offers non-variable insurance through various firms as part of his services. 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.
Robert C
Series 66
Andover, MA
Westminster Financial Advisory Corp
Robert Caron is a financial advisor with Westminster Financial Advisory Corporation, holding a Series 66 designation and 23 years of industry experience. He has been with Westminster Financial Advisory Corporation and its affiliated broker-dealer since 2010. Outside of his advisory role, he serves as a JV hockey coach at Haverhill High School during the hockey season. Westminster Financial Advisory Corporation provides investment supervisory services and general investment advice to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm’s approach emphasizes diversified, multi-asset class allocation with a buy-and-hold strategy complemented by tactical adjustments based on economic or market conditions.
Theodore S
Series 63, Series 65
Sandown, NH
Advisors Capital Management, LLC
Theodore Shediac Jr. is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Measured Wealth Private Client Group, LLC, Altus Capital, and Winchester Management. Advisors Capital Management serves a broad range of clients, including high-net-worth individuals, employee benefit plans, and the clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized accounts and model strategies. The firm combines macro and security-level analysis across equity, fixed-income, and tactical approaches, managing over $8 billion in assets with a scale that supports extensive intermediary relationships.
Anthony M
Series 63, Series 65
Nashua, NH
Consolidated Portfolio Review Corp
Anthony Mc Mullen is a financial advisor at Consolidated Portfolio Review Corp with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Vanderbilt Securities, LLC, Stonex Securities Inc, and Trust Advisory Group Ltd. Mc Mullen is also a director of community development for the ReGenerative Roots Association, a nonprofit organization. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, model portfolios, financial planning, and access to third-party sub-advisors. Its investment approach combines strategic asset allocation with fundamental and technical analysis, delivered through a network of affiliated financial entities and service providers.
Daniel D
Series 65
Salem, NH
integrity Advisory Solutions
Daniel De Bruyckere is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and two years of industry experience. He is also the president of DeBruyckere Law Offices, PC, where he has worked since 2010, focusing on supervising attorneys and client estate planning. Outside of his advisory and legal work, he serves as a board member of Crossing Life Church. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors and manages about $1.1 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and client referral services, using a combination of fundamental and technical analysis, asset allocation frameworks, and third-party platforms.
Paul B
Series 63
Nashua, NH
Capitol Securities Management, Inc.
Paul Bedinger is a financial advisor at Capitol Securities Management, Inc. with 45 years of industry experience. He holds a Series 63 designation and previously worked at Cantella And Co., Inc. for 12 years before joining Capitol Securities in 2022. Outside of his advisory role, he serves as a trustee for the Kyle Bedinger Memorial Trust. Capitol Securities Management serves individual, corporate, and charitable clients, offering brokerage and investment advisory services alongside financial planning, pension consulting, and insurance products. The firm manages assets through various programs and employs a network of representatives who develop client-specific investment policies.
Robert K
Series 63
Salem, NH
Founders Financial Securities LLC
Robert Korbey is a financial advisor with Founders Financial Securities LLC, holding a Series 63 credential and 21 years of industry experience. His prior work includes five years at Equity Services, Inc., and over 29 years operating his own CPA and accounting practice, where he provides tax preparation, bookkeeping, and consulting services. He also serves as treasurer for the Armenian Apostolic Church at Hye Pointe. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting through a variety of advisory programs and third-party partnerships.
Alla C
Series 63, Series 65
Salem, NH
Santander Securities LLC
Alla Cootey is a financial advisor with Santander Securities LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Santander Securities and its affiliated entities since 2002. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers various wrap-fee advisory programs and financial planning services, utilizing a managed-account platform with third-party investment managers and centralized client support.
Matthew E
Series 63
Bedford, NH
Northeast Planning Associates, Inc.
Matthew Eaton is a financial advisor with LPL Financial in Bedford, NH, holding a Series 63 designation and over 43 years of industry experience. He has been with LPL Financial since 2007 and also operates Northeast Planning Associates, Inc., a registered investment advisory firm providing financial planning and investment management services. Outside of his advisory roles, Eaton is involved in offering non-variable insurance products including long-term care, fixed annuities, life, and health insurance. 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 supports its advisors with in-house research and a wide range of investment and financial planning solutions, combining large-scale advisory operations with non-advisory product offerings.
Patrick G
Series 66
Bedford, NH
Northeast Planning Associates, Inc.
Patrick Gillis is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 18 years of industry experience. He has been associated with LPL Financial since 2013 and operates Northeast Planning Associates, Inc., a registered investment advisory firm. Gillis also engages in fixed insurance sales, including life, health, long-term care, and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory services with insurance and credit products through a large network of investment adviser representatives.
Timothy P
CFP®, Series 63
Londonderry, NH
First Heartland Consultants, Inc.
Timothy Porter is a CFP® professional with 23 years of experience in the financial industry. He has been with First Heartland Capital, Inc. since 2009 and also has a long-standing role at Gemini Services since 2001. Outside of his advisory work, he serves as a member of the Londonderry School Board and operates a tax preparation business. First Heartland Consultants, Inc. provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and a variety of asset management solutions delivered through a network of independent investment adviser representatives.
Cynthia P
Series 63, Series 65
Londonderry, NH
Exodus Wealth, LLC
Cynthia Pellegrino is a financial advisor at Exodus Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been affiliated with Prosperity Wealth Management, Inc. and Fortune Financial Services, Inc. since 2017. In addition to her advisory roles, she is involved in insurance services through Cynthia Pellegrino Insurance Services and partners in a tax preparation and consulting business, Symmetry Financial LLC. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension plans by providing asset management, financial planning, and consulting services. The firm employs a tailored investment approach with discretionary portfolio management and periodic rebalancing, utilizing a variety of securities and analysis methods.
Michelle W
Series 66
Bedford, NH
Northeast Planning Associates, Inc.
Michelle Wheeler is a financial advisor at Northeast Planning Associates, Inc. with 21 years of industry experience. She holds a Series 66 designation and has been with Northeast Planning Associates since 2015, also maintaining a long-term affiliation with LPL Financial since 2007. 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 planning engagements with access to investment management, managing approximately $327.7 million in client assets, and provides services on fixed-fee, hourly, or retainer bases.
Michael A
Series 63
Bedford, NH
Northeast Planning Associates, Inc.
Michael Antosca is a financial advisor with Northeast Planning Associates, Inc. and holds a Series 63 designation. He has 39 years of industry experience, including long-term roles at LPL Financial and State Mutual Life Assurance Company. Antosca provides financial planning and consulting services through Northeast Planning Associates. 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 through a team of about 70 advisors.
Beth P
Series 63, Series 66
Bedford, NH
Northeast Planning Associates, Inc.
Beth Plentzas is a financial advisor with LPL Financial in Bedford, NH, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with LPL Financial since 2007 and is also associated with Northeast Planning Associates, Inc. Outside of her advisory work, she is involved as a broker with various health insurance carriers in New Hampshire and Massachusetts. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Carrie K
CFP®, CFA®, Series 63
Nashua, NH
CGN Advisors, LLC
Carrie Kulig is a CFP® and CFA® with 14 years of industry experience, currently serving as an advisor at CGN Advisors, LLC since 2012. She advises the Holyoke Civic Symphony on treasury functions for its board of directors. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs various asset-allocation strategies and tax-aware investment vehicles, regularly utilizing institutional third-party managers and conducting periodic portfolio reviews.
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