James Farnham is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 17 years of industry experience. He has been associated with Northeast Planning Associates, Inc. and LPL Financial since 2016. Farnham operates under multiple DBAs affiliated with LPL Financial. 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 variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.

Phillip Curtis is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Northeast Planning Associates, Inc. and affiliated with LPL Financial since 2014. 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 and investment management, managing approximately $327.7 million in client assets and providing a subscription-based wealth management software option.

Dominic Lucente is a financial advisor with Northeast Planning Associates, Inc. in Manchester, NH. He holds the CFP® designation and has 25 years of industry experience, including a tenure with LPL Financial since 2007. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Sarah Drake is a financial advisor with Northeast Planning Associates, Inc., holding Series 63 and Series 65 licenses and bringing four years of industry experience. Her prior work includes roles at Lincoln Financial and The Cigna Group, as well as municipal experience with the Town of Raymond. 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, focusing primarily on individual and retirement plan clients rather than corporate accounts.

Kevin Crowley is a CFP® professional with 27 years of industry experience. He is currently with Northeast Planning Associates, Inc., where he has worked since 2019, following ten years at Flatiron Financial Group and ongoing affiliation with LPL Financial since 2008. Crowley 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 provides modular planning engagements and access to investment management, managing approximately $327.7 million in client assets and offering a subscription-based wealth management software option.

Claudia Vecchi is a financial advisor with LPL Financial and holds a Series 66 designation. She has 12 years of industry experience and has been associated with LPL Financial since 2013. Since 2016, she has also provided investment advisory services through Northeast Planning Associates, Inc., an independent advisory firm. LPL Financial offers advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.

Jon Harrison is a financial advisor with Northeast Planning Associates, Inc. and holds Series 63 and Series 65 credentials. He has 28 years of industry experience, including prior roles at PRUCO Securities, LLC and LPL Financial. Outside of advisory work, he manages Airbnb rentals on a lake home in New Hampshire. 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, overseeing approximately $414 million in discretionary assets for nearly 959 clients.

Ian Tollefsen is a CFP® professional with 22 years of industry experience. He is currently with Consolidated Portfolio Review Corp and has held prior roles at firms including Trust Advisory Group Ltd, Paramont Financial Group LLC, and Merrill. Consolidated Portfolio Review Corp is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, proprietary tactical ETF model portfolios, financial planning, and access to third-party sub-advisors, employing strategic asset allocation combined with fundamental and technical analysis to meet varying client objectives.

Ryan Levasseur is a financial advisor with Northeast Planning Associates, Inc. He holds the Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Northeast Planning Associates, he worked at LPL Financial LLC for six years and spent five years with the Newmarket School District. Outside of his advisory work, he is involved as an instructor, performer, and writer. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers tailored financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.

Henry Cooley III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with LPL Financial since 2007 and also operates Northeast Planning Associates, Inc., where he provides financial planning services. LPL Financial offers 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 advisers with in-house research and a variety of investment options, combining large-scale advisory operations with a range of non-advisory product offerings.

Jonathan Edwards is a financial advisor at Keel Point, LLC with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. Prior to joining Keel Point in 2023, Edwards worked at Granite Financial Partners and Kestra Investment Services. Outside of his advisory role, he is involved in several business activities including operating an investment advisory firm and participating in insurance-related ventures and community organizations such as NH Audubon. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individual, institutional, and corporate clients. The firm combines fundamental and quantitative analysis to develop strategic and tactical asset allocations, offering customized investment programs and a range of portfolio management and consulting services.

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 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 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.

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.

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.

Adam Carroll is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 66 designations and two years of industry experience. His prior employment includes roles at Fidelity Investments and various positions in retail and service industries. Coppell Advisory Solutions LLC, operating under Fusion Investment Advisors, provides discretionary portfolio management and financial planning for a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture platform with internally developed and independent asset allocation models and utilizes a wide range of investment strategies and instruments.

Holly Knight is a financial advisor with Alera Investment Advisors, LLC, holding Series 65 and Series 66 licenses and six years of industry experience. Her prior roles include positions at NFP Retirement, Lion Street Advisors, and Cambridge Investment Research Advisors. She serves as the vice-chair of the Board of Trustees for MicroSociety Academy Charter School, a K-8 experiential charter school. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, institutions, and employer-sponsored retirement plans. The firm employs a primarily long-term, fundamental analysis investment approach and integrates its services with insurance and pension-consulting platforms.

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 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.