Robert Caselli is a ChFC®-designated financial advisor with 44 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Cadaret, Grant & Co., Inc. and Strategic Planning Associates. Outside of his advisory work, he is involved with Strategic Planning Associates, LLC, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Brian Weber is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at MML Investors Services, MassMutual Life Insurance, Guardian Life Insurance, Park Avenue Securities, and First National Bank of Pennsylvania. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers access to model portfolios, third-party asset management, and various institutional platforms, supported by advanced research tools and a broad array of financial products.

Thomas Fiorelli III is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Cadaret, Grant & Co., Inc. from 2007 to 2025 and has operated Strategic Planning Associates, LLC since 2007. Fiorelli also serves on the board of the Valley View Cougar Kickoff Club, a nonprofit organization. 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, employing both discretionary and non-discretionary strategies supported by research and technology tools.