Matthew Palmer is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. His prior work includes positions at Bio-Techne and The Investment Center, Inc., and he is also vice president of Palmer Hammond Inc, a tax preparation and accounting service. 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 other institutions. The firm offers a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by technology tools for research and operations.

Daniel Caissie is a financial advisor with LPL Financial in Auburn, MA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior experience includes roles at Palmer Hammond Financial, The Investment Center, Inc., and Northwestern Mutual. Outside of his advisory work, he owns Gorilla Summer LLC and is involved with Palmer Hammond Tax Services, focusing on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.