Essential Planning, LLC

Paul Doran is a financial advisor at Essential Planning, LLC with 23 years of industry experience. He has worked at Valmark Securities, Inc. since 2020 and Purshe Kaplan Sterling Investments from 2016 to 2020. In addition to his advisory role, he serves on the board of directors for the Wolfeboro Area Recreation Association, a nonprofit recreational facility in Wolfeboro, NH. Essential Planning, LLC provides personalized financial planning and investment management to individuals, trusts, and estates, managing approximately $440 million for around 535 clients. The firm employs a strategic asset-allocation core-and-satellite approach using primarily passively managed index funds and ETFs, with many accounts managed on a discretionary basis.

Andrew Lord is a ChFC® with 36 years of industry experience. He is a founding member of Essential Planning, LLC, where he has worked since 2002, and previously held roles at Purshe Kaplan Sterling Investments and ValMark Securities, Inc. Outside of his advisory work, he is involved in managing commercial real estate properties in Portsmouth, NH. Essential Planning, LLC provides financial planning and investment management services primarily to individuals and families, managing approximately $524 million in assets. The firm employs a strategic asset allocation approach with a core-and-satellite structure, using passive index and ETF exposures complemented by selective active managers.

Oybek Tursky is a financial advisor at Essential Planning, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Essential Planning, he worked at Richard Brothers Financial Advisors and Richard Brothers Securities, and has experience at Charles Schwab & Co., Inc. Outside of finance, he was employed for five years at Wild Blue Yonder Brewing. Essential Planning, LLC provides financial planning and investment management services primarily to individual clients and families. The firm uses a strategic asset allocation approach with a core-and-satellite structure, combining passive index and ETF exposures with selective active management, and manages approximately $524 million in assets under management.

Connor Cossette is a financial advisor at Essential Planning, LLC in Portsmouth, NH, holding a Series 65 designation. He has approximately one year of experience in financial planning, previously working at Milestone Financial Planning, LLC. Prior to his advisory roles, his career included positions in various service and retail industries. Essential Planning, LLC provides financial planning and investment management services primarily to individual clients and families. The firm employs a strategic asset allocation investment approach, combining passively managed index and ETF funds with selective active management, and manages approximately $524 million in assets.

Hunter Lord is a financial advisor at Essential Planning, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Valmark Advisers, Inc., Valmark Financial Group, Purshe Kaplan Sterling Investments, Inc., and Rothgard Financial Partners. Hunter also has experience outside finance, having worked at Social Brew Cafe. Essential Planning, LLC provides financial planning and investment management services primarily to individuals and families, with approximately $524 million in assets under management as of December 2025. The firm employs a strategic asset allocation approach using a core-and-satellite structure that combines passive index and ETF exposures with selective active management, focusing on globally diversified portfolios.