New Harbor Financial Group, LLC

John Llodra is a CFP® with 21 years of experience in the financial services industry, currently serving at New Harbor Financial Group, LLC since 2005. He is a co-trustee of the Llodra Family Gift Trust and participates in financial planning and investment decisions for the Groton Conservation Trust. Additionally, he is a co-owner and member of New Harbor Acquisition Partners, LLC, a business acquisition search firm. New Harbor Financial Group serves individual and high-net-worth investors, trusts, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary investment management using model portfolios and employs a range of strategies including derivatives and option strategies, while also conducting educational seminars and workshops.

Michelle Moss is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at New Harbor Financial Group, LLC since 2023 and previously held roles at Taconic Advisors Inc, Third Eye Associates, and Information Clearinghouse Inc. New Harbor Financial Group serves individual and high-net-worth investors, trusts, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary investment management using model portfolios, with an investment approach that includes exchange-traded funds, individual equities and bonds, and derivatives such as options strategies.

Justin Griffin is a financial advisor at New Harbor Financial Group, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with New Harbor Financial Group since 2011. Griffin serves as a trustee for the Princeton Land Trust, where he advises the organization, attends board meetings, and conducts site visits to monitor property use and compliance. New Harbor Financial Group serves individual and high-net-worth investors, trusts, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary investment management using model portfolios that include ETFs, equities, bonds, and option strategies, and offers financial planning and consulting tailored to client needs.

Michael Preston is a CFP® with 26 years of industry experience, currently serving at New Harbor Financial Group, LLC, where he has worked since 2005. He previously worked at Purshe Kaplan Sterling Investments from 2011 to 2017. Outside of his advisory role, he is a co-owner of New Harbor Acquisition Partners, LLC, a business acquisition search and consulting firm. New Harbor Financial Group serves individual and high-net-worth investors, trusts, retirement plans, charitable organizations, and corporate clients, providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a range of analytical methods and incorporates derivatives and option strategies within client accounts.

Kathlyn Scheel is a financial advisor at New Harbor Financial Group, LLC with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Baystate Financial and Commonwealth Financial Network. New Harbor Financial Group serves individual and high-net-worth investors, trusts, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary investment management using model portfolios that incorporate exchange-traded funds, individual equities and bonds, and option strategies, applying a variety of analytical approaches.

John Maher is a financial advisor at New Harbor Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Gordon Brothers LLC and Northeastern University. New Harbor Financial Group serves individual and high-net-worth investors, trusts, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary investment management using model portfolios and employs a variety of analytical approaches, including options and derivatives strategies, tailored to client needs.