Kelly Lawrence is a financial advisor with LPL Financial in Boston, MA, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2026, Lawrence worked at B. Riley Wealth Advisors and B. Riley Wealth Management from 2022 to 2026, National Asset Management and National Securities Corporation from 2020 to 2022, and Moors & Cabot from 2006 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven tools.

Vincent Sbano is a financial advisor with LPL Financial in Boston, MA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, Winslow Wealth Management, and Winslow, Evans, & Crocker, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing a mix of discretionary and non-discretionary management supported by proprietary and third-party research and technology.