Roisin D'angelo is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Securities, Valic Financial Advisors, and KPMG LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

George Gates is a Series 66-licensed financial advisor at LPL Financial with 26 years of industry experience. He has worked with LPL Financial since 2002 and is also involved in outside sales of non-variable insurance through Benefit Brokers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stefan D'angelo is a CFP® with 14 years of experience in the financial services industry. He is currently associated with LPL Financial and has previously worked at Lincoln Financial Securities Corporation, Valic Financial Advisors, and Morgan Stanley. Stefan is involved in an insurance-related side business through Alpenglow Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party management, and institutional platforms.