Frank Stama is a financial advisor with Brookwood Investment Group holding a Series 66 designation and 19 years of industry experience. He has worked at several firms, including Redwood Private Wealth LLC and Northeastern Wealth Management LLC. Outside of advisory roles, he owns MKT Consulting, a business management consulting firm focused on profit improvement, supply chain, and technology integration. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, offering tailored investment strategies across passive, active, tactical, and blended approaches.

Joseph Remson is a financial advisor with Simplicity Wealth, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Equity Services Inc., National Life Group, and The Prudential Insurance Company of America. In addition to his advisory work, he is involved in insurance sales through Granite Rock Wealth Management, which he owns. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and selected individual securities, offering model portfolios with ongoing monitoring and rebalancing, alongside a technology-driven platform for other advisers.

Zachary Silk is a financial advisor with Northeast Planning Associates, Inc. in Bedford, NH. He holds a Series 66 designation and has six years of industry experience. Prior to joining Northeast Planning Associates and LPL Financial in 2018, he worked in various roles including at Vacation Innovations and Panera Bread. Outside of his advisory work, he is involved in music as a performer, private instructor, and composer, and operates an online music education business. 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 providing subscription-based wealth management software.

Edward Hiers is a financial advisor with LPL Financial based in Bedford, NH, holding a Series 63 designation and over 52 years of industry experience. He has been with LPL Financial since 2007 and has also operated Northeast Planning Associates, Inc. since 1984. Outside of his advisory work, he serves as a pastor of a Christian church. 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 wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Jason Cillo is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 13 years of industry experience. He has worked with Fusion Capital Management since 2019 and has been involved with several firms including Virtue Capital Management, OnPointe Advisory and Financial Services, and Steele Associates, where he operates a tax preparation and consulting business. Coppell Advisory Solutions, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture platform with a broad investment toolkit and manages over $1.1 billion in client assets.

Caitlin Harrison is a financial advisor with Northeast Planning Associates, Inc. in Bedford, NH, holding a Series 66 designation and 15 years of industry experience. She has worked with Northeast Planning Associates since 2016 and has been affiliated with LPL Financial, LLC since 2008. Outside of her advisory role, she is involved in managing short-term rental properties. 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 modular planning engagements, access to investment management, and subscription-based wealth management software, focusing on fiduciary standards and client-specific planning approaches.

Donald Burnham is a financial advisor with Northeast Planning Associates, Inc. in Bedford, NH, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at Northeast Planning Associates since 2003 and has been affiliated 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, consultative planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Jared Koelker is a financial advisor at Northeast Planning Associates, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Sagepoint Financial, Inc. Koelker is involved with The Beacon Retirement Group, an insurance agency and investment-related business. Northeast Planning Associates, Inc. is an SEC-registered 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 about 70 advisors.

James Ayers is a financial advisor with LPL Financial based in Bedford, NH. He holds a Series 66 designation and has 17 years of industry experience. He has worked at LPL Financial and Northeast Planning Associates since 2008. In addition to advisory services, he is involved in fixed insurance sales, including life, disability, long-term care, and fixed annuities. LPL Financial serves a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by in-house research, model portfolios, and a range of investment and insurance products.

James Wallace is a financial advisor at Northeast Planning Associates, Inc. with 16 years of industry experience and holds Series 63 and 66 licenses. His prior experience includes roles at LPL Financial, Fidelity Investments, and J.P. Morgan Securities. He serves as a board member of Archaeo Church, a religious organization in Arizona. Northeast Planning Associates, Inc. is an SEC-registered investment adviser that provides modular financial planning, discretionary investment management, and retirement plan advisory services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages roughly $414 million in discretionary assets with a team of about 70 advisors and emphasizes tailored planning and fiduciary portfolio management.

David Robichaud is a financial advisor at Madison Avenue Securities, LLC with 29 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Ohio National Financial Services and The O.N. Equity Sales Company for 12 years each. Robichaud is also the owner of DGR Financial Group, LLC, where he is involved in the solicitation, sales, and service of insurance products. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a variety of account platforms and investment strategies delivered by its network of investment adviser representatives.

Paul Goyette is a financial advisor with Northeast Planning Associates, Inc. and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including over 19 years with LPL Financial and more than 23 years at Northeast Planning Associates. 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 access to investment management, managing approximately $327.7 million in client assets.

Caleb Kirby is a CFP® with 24 years of industry experience, currently serving at Northeast Planning Associates, Inc. since 2019. His prior roles include positions at LPL Financial, Bfc Planning, Securities Management and Research, Inc., and American National Insurance. He is also the managing member and owner of American Family Financial Group, an insurance agency specializing in life insurance and annuities. 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, consultative planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Lionel Edmonson III is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Consolidated Portfolio Review Corp and previously worked at Essex Private Wealth Management LLC, Huntwicke Securities, LLC, and Fidelity Investments. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans through discretionary and non-discretionary managed accounts, proprietary tactical ETF model portfolios, financial planning, and consulting. The firm’s advisors implement strategies using strategic asset allocation combined with fundamental and technical analysis and offer access to a network of affiliated financial entities and service providers.

Edmund Hilston Jr. is a financial advisor with Advisory Services Network, holding a Series 63 designation and 29 years of industry experience. He has been with Advisory Services Network since 2014. Outside of his advisory role, he is involved in tax preparation and tax planning during tax season. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

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 65 and Series 63 licenses and four years of industry experience. Her previous positions include roles at Lincoln Financial, The Cigna Group, and the Town of Raymond. She provides financial planning and consulting services, including through an independent advisory business affiliated with 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, with a focus on personalized consultative planning and fiduciary portfolio management.

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.