From our separate beginnings as Petersen, Mann & Associates and James Lamb & Associates, to becoming a united Lamb, Petersen & Mann Advisory Group in 2021, and then to LPM Advisory Group in 2025—our name has certainly evolved, but our commitment to our clients remains unwavering. We stand united in our purpose: to deliver exceptional financial guidance through collaboration, experience, and a deeply personal client experience. With a team of 20 advisors and support professionals across New Hampshire and Maine, we strive every day to provide a referrable client experience by exceeding your expectations, empowering your growth, and providing lasting confidence for you, your family, and your future.

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Team photo for LPM Advisory Group
Team photo for LPM Advisory Group

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Our advisors

Advisor photo for Brendan Mann

Brendan Mann

MS, CFP®, CRPC, APMA®, ChFC®

Private Wealth Advisor

Managing Partner of LPM Advisory Group
Learn more about Brendan Mann
Advisor photo for James E Lamb

James E Lamb

CFP®

Private Wealth Advisor

Managing Partner of LPM Advisory Group
Learn more about James E Lamb
Advisor photo for Lee Petersen

Lee Petersen

CRPC, CLTC®, APMA®

Private Wealth Advisor

Managing Partner of LPM Advisory Group
Learn more about Lee Petersen
Advisor photo for Bryan Van Dussen

Bryan Van Dussen

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Bryan Van Dussen
Advisor photo for Kim Castelo

Kim Castelo

Financial Advisor

Learn more about Kim Castelo
Advisor photo for Logan Young

Logan Young

CFP®, BFA, CRPC, APMA®, CRPS

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Logan Young
Advisor photo for Adam Stone

Adam Stone

CRPC, APMA®

Financial Advisor

Learn more about Adam Stone
Advisor photo for Adam Keller

Adam Keller

Financial Advisor

Learn more about Adam Keller
Advisor photo for Robert Kennelly

Robert Kennelly

MBA, CFP®, APMA®

Financial Advisor

Learn more about Robert Kennelly
Advisor photo for Norman Long

Norman Long

CLTC®, CRPC, CMFA®

Financial Advisor

Franchise Owner
Learn more about Norman Long
Advisor photo for Jacqueline Taylor

Jacqueline Taylor

Financial Advisor

Learn more about Jacqueline Taylor
Advisor photo for Graeme W Lamb

Graeme W Lamb

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Graeme W Lamb
Advisor photo for Tristin Hotaling

Tristin Hotaling

Financial Advisor

Learn more about Tristin Hotaling
Advisor photo for Carson McEvoy

Carson McEvoy

Financial Advisor

Learn more about Carson McEvoy
Advisor photo for Hunter Edwards

Hunter Edwards

CFP®, CRPC, APMA®

Financial Advisor

Learn more about Hunter Edwards
Advisor photo for Jodi Steverman

Jodi Steverman

MBA

Financial Advisor

Learn more about Jodi Steverman
Advisor photo for Kevin Kimball

Kevin Kimball

CLTC®, AIF®

Financial Advisor

Learn more about Kevin Kimball


Our team

Jennifer Rodriguez

Jennifer Rodriguez

Practice Manager,

Chief Operating Officer of LPM Advisory Group

Qualifications

  • Finra 7, 63 & 65 Security Licensed
  • Life, Health, Variable Insurance Licensed
  • Bachelor of Arts, Economics, University of Texas

Roles & Responsibilities

  • As Chief Operating Officer for our NH Team, Jennifer leads internal business operations and manages day-to-day operations, including marketing, finance and HR, across our multiple NH office locations.
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Shirley Bernard

Shirley Bernard

Operations Manager

Jennifer Dearborn

Jennifer Dearborn

Office Manager

Personal Intro

In addition to being a valued team member now, Jennifer has been a client for years. When we found out she was looking for a career transition we jumped at the chance to have her join our team. In her free time, Jennifer enjoys cooking, gardening, reading and travel, as well as spending time with her family and friends.

Qualifications

  • Bachelor of Commercial Art, Notre Dame College
  • NH Notary

Roles & Responsibilities

  • Office Manager
  • As Office Manager of our Concord location, Jennifer facilitates client service, outreach and communications, as well as ensures office efficiency for a premium client experience.
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Cynthia Matthews

Cynthia Matthews

Client Relationship Director

Chrystal Leketa

Chrystal Leketa

Client Service Coordinator

Ginger Bell

Ginger Bell

Business Development Director

Roles & Responsibilities

  • As Executive Assistant to Private Wealth Advisor and Managing Partner, Brendan Mann, Ginger facilitates the organization and execution of Brendan’s executive responsibilities.
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Ryan Ardine

Ryan Ardine

Paraplanner

Personal Intro

Ryan joined the team in September of 2025, after a successful summer internship with LPM Advisory Group. Ryan graduated from SNHU with a major in Business and played Varsity Baseball while at Colby Sawyer College early in his college career. He also worked hard to make the Dean's list multiple times and received Presidential honors throughout his education. We are excited to have Ryan on our team!

Roles & Responsibilities

  • As a Client Service Specialist working closely with Managing Partner, Lee Petersen, and Financial Advisor, Hunter Edwards. He will facilitate all things service related for their clients.
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Joshua Andrews

Joshua Andrews

Paraplanner

Personal Intro

Josh comes to our Practice with 4 years of experience in the Financial Services Industry. His interests are varied, running from real estate to paralegal studies to digital marketing and even baking! He is the newest member of the LPM Advisory Group team; we are happy to have him onboard and know that when our clients meet him, they will be as well!

Qualifications

  • University of Massachusetts, Lowell Ma, Bachelor of Business Administration 2023

    Finra Series 7 and 66 Securities Licensed

    Notary Public, State of New Hampshire

Roles & Responsibilities

  • As Paraplanner on the team of Private Wealth Advisor Brendan Mann, and Financial Advisor, Jodi Steverman, Josh will be critical as a main point of contact for their clients.
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