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 at Northeast Planning Associates, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2007 while also working at Northeast Planning Associates since 2005. Outside of his advisory roles, he spends some time managing life and fixed annuities and non-variable insurance products. 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 access to investment management, managing approximately $327.7 million in client assets and providing subscription-based wealth management software.

Ian Tollefsen is a financial advisor with Consolidated Portfolio Review Corp and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including prior roles at Trust Advisory Group Ltd, Paramont Financial Group LLC, and Kulch Financial. Consolidated Portfolio Review is an SEC-registered enterprise advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers managed accounts, model portfolios, financial planning, and access to third-party platforms, employing a range of investment strategies tailored to client objectives.

Ryan Levasseur is a financial advisor at Northeast Planning Associates, Inc. with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at LPL Financial LLC and in the Newmarket School District. Outside of his advisory role, Levasseur is involved as an instructor, performer, and writer. 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 through a consultative process and manages approximately $414 million in discretionary assets.

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 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Edwards has been with Keel Point since 2023 and has a concurrent affiliation with Granite Financial Partners since 2014. Outside of his advisory role, he is involved in insurance and legal businesses and has interests ranging from insurance agencies to environmental organizations and a rare coins business. Keel Point serves a diverse client base including high-net-worth families, family offices, pension and corporate retirement plans, trusts, estates, and business entities. The firm uses a team-driven investment process combining fundamental research with quantitative modeling to construct asset allocations and offers a range of portfolio management and financial planning services.

Don Silk is a financial advisor with Northeast Planning Associates, Inc. in Bedford, NH, holding CFP® and ChFC® designations and over 33 years of industry experience. He has worked at LPL Financial since 2007 and has been with Northeast Planning Associates since 2003. Outside of advisory work, he is involved in non-variable insurance products including life insurance, fixed annuities, and long-term care. 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, consultative planning engagements with fixed-fee, hourly, or retainer arrangements and manages approximately $327.7 million in client assets.

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.

William Husson is a financial advisor with On Investment Management Company in Bedford, NH, holding a Series 63 designation and 27 years of industry experience. He has been with The O.N. Equity Sales Company since 2003. Outside of his advisory role, he is also involved in selling life, health, disability, and long-term care insurance products. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs including fee-based planning and access to multiple third-party investment options, with a majority of assets managed on a non-discretionary basis.

Walter Ammon is a financial advisor at Northeast Planning Associates, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northeast Planning Associates since 2009 and LPL Financial since 2004. 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.

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.

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.

Holly Knight is a financial advisor at Alera Investment Advisors, LLC with six years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at firms including NFP Retirement, Lion Street Advisors, and Cambridge Investment Research Advisors. Outside of her advisory role, Knight serves as vice-chair of the board of trustees for MicroSociety Academy Charter School, where she is involved in governance, strategic planning, and fundraising. Alera Investment Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, businesses, and institutions. The firm employs a primarily long-term, fundamental analysis investment approach and integrates its advisory 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.

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 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.