Theresa Damico is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at LPL Financial since 2018 and previously spent seven years at INVEST Financial Corp. Damico is also involved with Bethpage Financial Services, which she has been associated with for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and access to research from LPL and third-party providers.

William De Santis is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He previously worked at CitiGroup for 14 years before joining LPL Financial and Fourleaf FCU. De Santis is also associated with William Michael Wealth Management LLC, a separate business entity established for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, employing both discretionary and non-discretionary management strategies supported by internal and third-party research.