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.

Kerri Allen is a CFP®-certified financial advisor at Root Financial Partners with 21 years of industry experience. She has worked at several firms, including TFC Financial Management, Boston Wealth Strategies, and Baystate Financial. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and also offers educational programming and online academies for financial education.

Stephen Craig is an advisor at Empower Advisory Group with Series 66 and Series 63 licenses and one year of industry experience. He previously worked at Franklin Memorial Hospital and Maine Huts & Trails, among other firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

David Doane is a financial advisor with LPL Financial based in Bingham, Maine. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has been with LPL Financial and Camden National Bank since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research and third-party subadvisors.

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 at LPL Financial in Madison, ME, with 26 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2007, following 15 years at Northeast Planning Associates, Inc. He also operates Brian Berry & Associates, a CPA affiliate program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research and model portfolios.