Dennis Butterfield is a financial advisor at LifeMark Securities Corp. with 49 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining LifeMark in 2018, he worked at Foresters Equity Services, Inc. from 2010 to 2018 and has been an independent insurance agent since 1974. LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering various managed account programs and consulting services tailored through risk assessments.

Wendell Stewart III is a financial advisor with Compass Financial Management LLC in Windham, NH, holding a Series 63 license and over 34 years of industry experience. He previously worked at Executive Financial Services, Inc. for 37 years. Stewart is also engaged in limited insurance sales as a sole proprietor, focusing on financial planning-related insurance products. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, offering discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million across a team of 37 advisors and employs a range of investment strategies, including both internally managed model portfolios and third-party managers.

Joseph Remson is a financial advisor with Simplicity Wealth in Nashua, NH, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Foundations Investment Advisors and Equity Services Inc., among others. Remson is also involved in insurance sales through Granite Rock Wealth Management, where he is an owner. Simplicity Wealth serves a wide range of clients including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, alongside technology and operational platforms designed to support 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.

Joel Silloway is a financial advisor at Kinetic Investment Management, Inc. in Manchester, NH. He holds the Series 66 designation and has two years of industry experience. Prior to joining Kinetic, he worked at several firms including Terra Firma Financial Advisory, Arcadia Wealth Management, and Commonwealth Financial Network. Outside of his advising role, Joel performs as a musician and DJ at concerts and weddings. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach using various analytical methods and may allocate client portfolios to higher-risk, potentially illiquid investments when appropriate.

Curtis Porter is a financial advisor at First Heartland Consultants, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Heartland Capital, Inc. since 2009. Outside of his advisory role, he operates Porter Tax Preparation Services, LLC, which provides tax preparation services. First Heartland Consultants offers investment advisory and financial planning services to individuals, businesses, and employer-sponsored retirement plan participants. The firm delivers personalized asset management through various programs and employs both strategic and tactical asset allocation techniques.

Edward Hiers is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 63 designation and has 53 years of industry experience. He has worked at Northeast Planning Associates since 1984 and at LPL Financial since 2007. Outside of his advisory work, he serves as a pastor of a Christian church. 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, focusing primarily on individuals and retirement plans rather than corporate clients.

Jason Cillo is a Series 65-licensed advisor with 13 years of industry experience. He is affiliated with Coppell Advisory Solutions LLC and Fusion Capital Management, where he has worked since 2014 and 2019, respectively. In addition to his advisory roles, Cillo operates Steele Associates, a tax planning and preparation business. Fusion Investment Advisors, operating under Coppell Advisory Solutions LLC, provides discretionary portfolio management and financial planning services to individuals, trusts, pension plans, charitable organizations, and business entities. The firm uses an open-architecture platform with a broad investment toolkit and employs both fundamental and technical analysis to implement tailored investment strategies.

Cody Kelley is a financial advisor at Kinetic Investment Management, Inc. with a ChFC® designation and over 16 years of industry experience, including prior roles at Terra Firma Financial Advisory and Tonopalo. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and sub-advisory services. The firm uses a variety of analytical methods and a primarily long-term trading approach while occasionally allocating to higher-risk investments and supporting other RIAs through sub-advisory and administrative services.

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., holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has worked with Northeast Planning Associates since 2003 and spent ten years at LPL Financial from 2007 to 2017. 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 approximately $414 million in discretionary assets and offers consultative, tailored financial planning alongside fiduciary discretionary portfolio management.

Jared Koelker is a financial advisor at Northeast Planning Associates, Inc. with 14 years of industry experience and holds the Series 66 designation. His prior experience includes positions at LPL Financial LLC, Sagepoint Financial, Inc., and Questar Asset Management, Inc. He maintains an ownership interest in a non-variable insurance agency, The Beacon Retirement Group. 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 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.

Larry Vandeventer is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at La Salle St. Securities, Inc. since 1997 and has operated Vandeventer & Company since 1990. He is also involved with The Salem Exchange Club, a nonprofit organization focused on child abuse prevention, Americanism, and community service. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary asset management programs, emphasizing a predominance of non-discretionary assets under management.

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.