Stephen Carew is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at OSAIC, Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Carew is a partner and shareholder in BGA Advisors, Inc. and Varney Retirement Services LLC, which focus on the sale and servicing of employer-sponsored retirement plans and individual investments. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Mark Anthoine is a ChFC® credentialed financial advisor with 36 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Sagepoint Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He serves on the boards of nonprofit health systems and manages several financial and employee benefits firms, including positions as managing partner and CEO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.