Matthew Kazdan is a financial advisor with LPL Financial holding a Series 66 credential and one year of industry experience. His prior roles include positions at Franklin Templeton Investments and operating On Point Barbershop. He is also involved with Montanti Advisory Services, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and custom strategies.

Vincent Montanti is a financial advisor at LPL Financial with 19 years of industry experience. He holds the CFP® and CFA® designations as well as a Series 66 license. His prior experience includes roles at Merrill and FSC Securities Corp, and he has operated Montanti Advisory Services since 2011. In addition to his advisory work, he is a licensed life insurance agent. 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 advisory and brokerage services, including financial planning and access to third-party asset management, with investment strategies that incorporate both discretionary and non-discretionary approaches.