John Petit is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He previously worked at The Investment Center, Inc. for 26 years and has been with Ic Advisory Services, Inc. for 20 years. In addition to his advisory work, he operates a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

James Giordano is a financial advisor at LPL Financial with 15 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2025, he worked at Sorrento Pacific Financial, LLC for 11 years and at OceanFirst Bank for four years. He also owns Coastal Accounting Services LLC, which provides tax preparation and accounting services. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.