John Correll III is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at TIAA-CREF, Manning & Napier Advisors, and Cambridge Investment Research Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Klich is a financial advisor at LPL Financial in Boca Raton, FL, holding a Series 66 designation with seven years of industry experience. His prior work includes roles at Raymond James & Associates, David Lerner Associates, and the University of Miami. 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 solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various platforms.

Casey Siegelman is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, Casey worked at Flagstar Bank N.A. and has experience at Florida Atlantic University and other institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of investment adviser representatives.