Mark Matos is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and carrying 15 years of industry experience. Prior to joining LPL in 2025, he worked at several firms including HBKS Wealth Advisors and Moran Wealth Management. He is also involved with Medley Advisory LLC, where he allocates time to non-variable insurance related work. LPL Financial serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, providing financial planning, advisory programs, and brokerage services. The firm offers discretionary and non-discretionary management, utilizing model portfolios, third-party research, and various investment technologies.

Gary Lenchner is a financial advisor with LPL Financial based in Bonita Springs, FL, holding a Series 66 designation and 12 years of industry experience. He has worked at Ic Advisory Services Inc since 2015 and was with The Investment Center Inc for ten years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

Gary Medley is a CFP® with 40 years of industry experience, currently affiliated with LPL Financial in Bonita Springs, FL. He has held roles at Medley Advisory, LLC, IC Advisory Services Inc, and The Investment Center Inc, among others. Medley also serves as an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.