Steven Ehrman is a financial advisor with LPL Financial in Cape Coral, Florida, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Piper Sandler & Co. from 1999 to 2005. 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 and brokerage services, including financial planning and access to third-party asset management, supporting a large network of investment adviser representatives.

James Lowe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He worked at Commonwealth Financial Network from 2003 to 2016 before joining LPL Financial, where he has been since 2016. He has a business interest in Meridian Asset Partners, a non-variable insurance firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Longo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Sagepoint Financial, Capital Financial Services, and ongoing tax services leadership with Jackson Hewitt. In addition to advisory work, he oversees tax offices with Jackson Hewitt Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by advanced advisor tools and a broad platform including insurance and banking partnerships.

Michael Matheson is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with LPL Financial, having joined the firm in 2024 following nearly two decades at Financial Dimensions Group, Inc. Matheson is involved in several business ventures outside his advisory role, including managing non-investment-related entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing models and third-party strategies alongside proprietary research and technological tools.

Alfred Rich is a financial advisor with LPL Financial in Cape Coral, FL, holding the Series 66 designation and bringing 11 years of industry experience. Prior to joining LPL in 2021, he worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he also serves as an operations manager for FedEx. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions to individuals, retirement plans, banks, and institutions, supported by both proprietary and third-party investment strategies.

Craig Freund is a CFP® professional with over 32 years of experience in the financial services industry. He has worked at LPL Financial since 2023 and previously held positions at SPC, Sigma Financial Corporation, Ameriprise Advisor Services, Inc., and Choreo, LLC. Outside of his advisory work, Freund is the owner of Open Ocean Charters, LLC, a business based in Port Aransas, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of investment adviser representatives with various financial planning and portfolio management solutions, combining scale and a broad array of financial services.