Anne Salick is a financial advisor with LPL Financial in Addison, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. She previously worked at Cambridge Investment Research Advisors, Royal Alliance Associates, Jhfn Sii, and Principal Financial Services. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of services including strategic and tactical allocations and advanced operational tools.

Jeffrey Sandene is a CFP® with 30 years of industry experience and has been with LPL Financial since 2005. Prior to that, he worked at Equitable Advisors for nine years. Outside of his advisory role, he facilitates business meetings through Business Pros and is involved with a for-profit limited liability company called BIZ OWNERS ONLY, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.