Bedford, NH Constitution Drive Office

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.

Edward Hiers is a financial advisor with LPL Financial based in Bedford, NH, holding a Series 63 designation and over 52 years of industry experience. He has been with LPL Financial since 2007 and has also operated Northeast Planning Associates, Inc. since 1984. Outside of his advisory work, he serves as a pastor of a Christian church. 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 wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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. in Bedford, NH, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at Northeast Planning Associates since 2003 and has been affiliated 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, consultative planning engagements with access to investment management and manages approximately $327.7 million in client assets.

Jared Koelker is a financial advisor at Northeast Planning Associates, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Sagepoint Financial, Inc. Koelker is involved with The Beacon Retirement Group, an insurance agency and investment-related business. Northeast Planning Associates, Inc. is an SEC-registered 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.

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.

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.

James Farnham is a financial advisor with LPL Financial in Portsmouth, NH, holding a Series 66 designation and 17 years of industry experience. He has been associated with Northeast Planning Associates, Inc. and LPL Financial since 2016. Farnham operates under multiple DBAs affiliated with LPL Financial. 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 variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.

Phillip Curtis is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Northeast Planning Associates, Inc. and affiliated with LPL Financial since 2014. 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 and investment management, managing approximately $327.7 million in client assets and providing a subscription-based wealth management software option.

Dominic Lucente is a financial advisor with Northeast Planning Associates, Inc. in Manchester, NH. He holds the CFP® designation and has 25 years of industry experience, including a tenure with LPL Financial since 2007. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services primarily to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements and access to investment management, managing approximately $327.7 million in client assets.

Sarah Drake is a financial advisor with Northeast Planning Associates, Inc., holding Series 65 and Series 63 licenses and four years of industry experience. Her previous positions include roles at Lincoln Financial, The Cigna Group, and the Town of Raymond. She provides financial planning and consulting services, including through an independent advisory business affiliated with 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, with a focus on personalized consultative planning and fiduciary portfolio management.

Kevin Crowley is a CFP® professional with 27 years of industry experience. He is currently with Northeast Planning Associates, Inc., where he has worked since 2019, following ten years at Flatiron Financial Group and ongoing affiliation with LPL Financial since 2008. Crowley 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 provides modular planning engagements and access to investment management, managing approximately $327.7 million in client assets and offering a subscription-based wealth management software option.

Claudia Vecchi is a financial advisor with LPL Financial and holds a Series 66 designation. She has 12 years of industry experience and has been associated with LPL Financial since 2013. Since 2016, she has also provided investment advisory services through Northeast Planning Associates, Inc., an independent advisory firm. LPL Financial offers advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options tailored to client needs.