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 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 Kulig is a CFP® and CFA® with 14 years of experience serving clients at CGN Advisors, LLC. She has been with the firm since 2012. Outside of her advisory role, she serves as an advisor to the Holyoke Civic Symphony board on treasury matters and consults on business strategy for CrowdBureau, a startup providing data and analytics for the peer-to-peer lending industry. CGN Advisors serves individuals, families, pension and profit-sharing plans, businesses, foundations, and charitable organizations. The firm employs a long-term, globally diversified investment approach combining asset allocation with Modern Portfolio Theory, core-plus-satellite, and active management strategies, emphasizing fiduciary duty and regular portfolio reviews.

Paul Quebec is a financial advisor with Simplicity Wealth in Nashua, NH, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Granite Rock Wealth Management, Foundations Investment Advisors, and several insurance and financial services firms. He is also an owner of Granite Rock Wealth Management LLC, where he is involved in insurance sales. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, portfolio management, and managed account platforms. The firm employs a fund-of-funds approach primarily using ETFs and mutual funds, alongside independent managers, and supports advisers with technology and operational services such as private-label asset management software and comprehensive back-office support.

Stacy Colonna is a CFP® with nine years of industry experience, currently serving at Sound Income Strategies, LLC. Her prior roles include positions at Citizens Securities Inc and The Prudential Insurance Company of America. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other registered advisors, and retirement plans with a focus on income-oriented strategies. The firm combines active portfolio management, third-party manager allocations, and ETF sub-advisory services within an integrated distribution model.

Tammy Symons is a CFP® and Series 66-licensed advisor with 17 years of industry experience. She is currently with Mariner Independent and has previously worked at NewEdge Advisors, Mid Atlantic Financial Management, Crescent Wealth Partners, and NewDay Solutions. Outside of her advisory work, she serves as Treasurer for the North Cove Yacht Club in Derry, NH. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, third-party managers, and retirement plan services through a platform that integrates institutional resources and affiliated investment capabilities.

Robert Okumu Mc Carron is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Granite Rock Wealth Management and GWFS Equities. Outside of his advisory role, he serves as a director of the Coach in Zambia Foundation, a nonprofit focused on youth development through sports and education, and is a board member of Game Plan Sports, a nonprofit youth sports organization. Simplicity Wealth serves a broad range of clients including individuals, retirement plans, corporations, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly, alongside technology and operational services for advisers.

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.

Robert Walczak is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with Arkadios Wealth Advisors and Arkadios Capital, joining both in 2025 after 16 years at Commonwealth Financial Network and 10 years with Granite State Wealth Management. He owns Granite Oak Private Wealth, which offers fixed insurance products. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans. The firm employs a range of strategies, including advisor-managed accounts, third-party money managers, and an internal portfolio team, while offering services such as portfolio reporting and financial planning.

James Ellis is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Affinity Investment Group, LLC, Trilogy Capital, Trilogy Financial, and Cantella & Company. Ellis is also involved with Retirement Income Source SFG, providing client advisory services and fixed insurance sales. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, registered advisors, and retirement plans. The firm focuses on income-oriented investment strategies and combines active portfolio management with third-party manager allocations, offering a range of services such as financial planning, ERISA plan services, and ETF sub-advisory.

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.

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 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 Dickinson is a financial advisor with Santander Securities LLC in Nashua, NH. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Santander Securities, he worked at Santander Bank and also spent four years at Papa Ginos. Outside of his financial career, he manages Sad Milk Collective, a music collective that releases music through a Patreon platform. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and access to securities-based lending and insurance products, primarily focusing on retail investors.

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.

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.

Corey Boucher is a CFA® charterholder and holds a Series 63 license with four years of industry experience. He is currently affiliated with Citizens Private Wealth in Manchester, NH, and has prior experience at Piscataqua Savings Bank. Citizens Private Wealth, LLC is a multi-team registered investment adviser that serves high-net-worth individuals, families, and various institutional clients. The firm emphasizes a long-term, tailored asset allocation within an open-architecture framework and offers a range of services including discretionary and non-discretionary portfolio management, tax and estate structuring, and business consulting for multigenerational family and closely held business matters.

Richard Parnigoni Jr. is a financial advisor at Aegis Capital Corp. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including LPL Financial LLC, Cetera Advisors LLC, and Securities America. In addition to his advisory role, he is involved with ACC Agency, Inc., a general insurance agency. Aegis Capital Corp. provides investment advisory and financial services to individual and corporate clients, offering asset management, financial planning, brokerage, annuities, insurance, and occasional investment banking services. The firm operates as both an SEC-registered investment adviser and a FINRA member broker-dealer, delivering services through multiple sponsored programs and third-party platforms.