Steven Dean is a financial advisor at Northeast Planning Associates, Inc. in Madison, ME, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2007 and at Northeast Planning Associates since 2003. He also operated as a certified real estate appraiser for 28 years and owns a self-storage business. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan 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.

Randall Dean is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to his current role starting in 2016, he worked for Independent Appraisals in Madison for 20 years. 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.

Troy Malbon is a financial advisor with Ameriprise in Madison, ME, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Ameriprise in 2020, he worked at UBS Financial Services from 2011 to 2020. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside oversight committees to generate personalized retirement income recommendations.

Brian Berry is a financial advisor with LPL Financial in Madison, ME, holding a Series 66 designation and 26 years of industry experience. He has worked with LPL Financial since 2007 and previously spent 15 years at Northeast Planning Associates, Inc. He is involved with Brian Berry & Associates, a CPA affiliate program. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services through a broad network of investment adviser representatives and utilizes a range of investment strategies including model portfolios, third-party subadvisors, and customized approaches.