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.

Frank Scarito is a financial advisor with BFC Planning, Inc., holding a Series 63 designation and 38 years of industry experience. He has worked at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. since 2016. Outside of his advisory role, Scarito is involved in soccer officiating and management, including owning a company that assigns referees for amateur soccer matches, and he serves as CEO of a nonprofit assisting individuals affected by traumatic brain injury, mental health issues, and substance abuse. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a network of independent adviser representatives who offer customized investment solutions and fee arrangements.

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.

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.

Paul Quebec is a financial advisor at Simplicity Wealth with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at various firms including Granite Rock Wealth Management, Foundations Investment Advisors, and Equity Services. Outside of advising, he is involved in insurance sales and owns Granite Rock Wealth Management LLC. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios and a managed account platform for advisers, alongside technology and operational services.

Brandon Mahogany is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and has prior experience working at Mahogany Advisors, Rise North Capital, Southern New Hampshire University, and the United States Navy. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Timothy Mullin is a financial advisor at Keel Point, LLC with eight years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Wingate Wealth Advisors, LLC and Fidelity Brokerage Services LLC. Keel Point, LLC is a multi-team registered investment adviser managing approximately $4.07 billion and serving individuals, institutional investors, retirement plan sponsors, and corporations. The firm employs a team-based investment approach combining fundamental and quantitative analysis to offer discretionary and non-discretionary portfolio management, financial planning, and consulting services across various asset classes.

Robert Okumu Mc Carron is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Granite Rock Wealth Management and GWFS Equities. Outside of his advisory work, he serves as a director for the Coach in Zambia Foundation and sits on the board of Game Plan Sports, both nonprofit youth organizations engaged in sports and education. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors, offering a range of advisory services from financial planning to managed account platforms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside a technology-driven operational platform 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.

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 Wilton, NH, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Santander Securities since 2019 and concurrently works at Santander Bank, NA. Outside of finance, Dickinson manages Sad Milk Collective, a music collective that releases music via a Patreon platform and assists with album releases. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individual investors, corporations, charitable organizations, and retirement plans. The firm offers wrap-fee advisory programs, financial planning, tax and values overlay services, and access to securities-based lending, delivering investment advice through a managed-account platform with third-party managers and centralized support.