Lacey Young is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has worked at LPL Financial since 2023 and previously spent ten years with Securities America, inc. and Securities America Advisors. In addition to her advisory role, she is a commissioned notary in the state of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to research from LPL Research and third-party subadvisors.

Antonio Dimatteo is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at Securities America Advisors, Wells Fargo Clearing Services LLC, and Wells Fargo Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches along with research-supported model portfolios.

Benjamin Young is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and Securities America, Inc. from 2009 to 2023. In addition to his advisory role, he is involved with Astute Wealth LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options, supported by research from LPL and third-party sources.