Bridget Houser is a Series 66-licensed financial advisor with LPL Financial, based in Arlington Heights, IL, and has one year of industry experience. Prior to joining LPL Financial in 2025, she worked at Platania Financial, HyperAMS, and Maestro Health (now Marpai Health). She also spent a year as a homemaker between 2024 and 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management along with model portfolios and research from in-house and third-party sources.

James Platania Jr. is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked at CETERA Advisor Networks LLC from 2016 to 2018 and has operated Platania Financial Inc. since 2015. Outside of his advisory role, he is an adjunct faculty member at the National Judicial College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment approaches.