Northbridge Financial Group, LLC

Nathan Kriplin is a CFP® professional with five years of industry experience. He is currently with Northbridge Financial Group, LLC and LPL Financial, LLC, having previously worked at Goldman Sachs & Co. LLC and several other financial firms. Northbridge Financial Group is an SEC-registered advisory firm managing approximately $305.6 million for individual and high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs an individualized, long-term investment approach using a mix of fundamental and technical analysis across various asset classes, including ETFs, mutual funds, equities, bonds, options, REITs, and alternative investments.

Zachary Brown is a financial advisor with Northbridge Financial Group, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Northbridge since 2020 and previously at LPL Financial and Ameriprise Financial Services. Outside of advisory work, he has experience in the hospitality industry, having worked at The Bungalow Restaurant & Bar. Northbridge Financial Group is an SEC-registered advisory firm managing approximately $305.6 million for individual and high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary investment management alongside comprehensive financial planning and retirement plan advisory services, employing a long-term, individualized investment process that includes a range of asset classes and alternative investments.

Michael Orecchio is a financial advisor at Northbridge Financial Group, LLC with 24 years of industry experience. He holds a Series 66 credential and has worked at LPL Financial, LLC since 2014. Outside of his advisory work, he serves as a soccer referee in Florida. Northbridge Financial Group is an SEC-registered firm managing approximately $305.6 million for individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary investment management and financial planning, utilizing a long-term, individualized approach that includes fundamental and technical analysis across a range of asset types.

Mark Terwilliger is a financial advisor with Northbridge Financial Group, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Northbridge since 2020 and has also been affiliated with LPL Financial and Allstate Insurance Company. Northbridge Financial Group is an SEC-registered advisory firm managing approximately $305.6 million for individual and high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary investment management and financial planning services, employing an individualized, long-term investment approach that integrates fundamental and technical analysis across various asset classes.

Mia Vazquez is a financial advisor at Northbridge Financial Group, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Sandy Morris Financial & Estate Planning Services, Florida Financial Advisors, and European Wax Center. Northbridge Financial Group manages over $300 million for individual and high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs an individualized, generally long-term investment approach using a blend of fundamental and technical analysis across various asset classes, and offers both discretionary and non-discretionary investment management along with financial planning and ERISA retirement plan advisory services.

Kenneth Conte is a CFP® professional with nine years of experience in the financial services industry. He is currently with Northbridge Financial Group, LLC, where he has worked since 2020, following previous roles at Commonwealth Financial Network and Ameriprise Financial Services. Conte also provides administrative support to Northbridge Financial Group as a Senior Planning Associate. Northbridge Financial Group is an SEC-registered advisory firm managing over $300 million for individual and high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term, individualized investment approach combining fundamental and technical analysis across a diverse range of asset classes and offers both discretionary and non-discretionary investment management alongside comprehensive financial planning and retirement plan advisory services.

Randy Ramos is a financial advisor with LPL Financial in Tampa, FL, holding a Series 66 designation and 11 years of industry experience. He has worked previously with Valic Financial Advisors and AGIA Inc. Ramos is also involved as a sports and fitness coach at St. Mary's Episcopal Day School. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Ellis De Jesus is a CFP® professional with 19 years of industry experience, currently serving at Northbridge Financial Group, LLC since 2020. He also has a background with LPL Financial and previously worked at Roy E De Jesus DMD PA. Northbridge Financial Group is an SEC-registered advisory firm managing approximately $305.6 million for individual and high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary investment management with a long-term, individualized approach that integrates fundamental and technical analysis across various asset classes.