Sachin Menon is a financial advisor with LPL Financial in Cary, NC, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Carty, Harding & Hearn, Inc. from 2004 to 2006. Menon also practices physical therapy on a pro bono and consultancy basis to maintain his license. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a range of investment strategies delivered through a large network of advisors and incorporates technology for operational and research support.

Toni Clegg is a financial advisor with LPL Financial in Cary, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Linsco/Private Ledger Corp., affiliated with LPL Financial, since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various investment strategies and technology tools while managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Matthew Greenan is a financial advisor with LPL Financial holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Canvasback Wealth Management, TIAA-CREF, and TD Ameritrade. Greenan is also the owner of PhilGreat Insurance, a non-variable insurance business based in Cary, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and leveraging technology tools for operational and research support.

Chip Marcus is a financial advisor with LPL Financial in Cary, NC, holding a Series 66 designation and 26 years of industry experience. His prior firms include Bank of America, Merrill Lynch, Wells Fargo Clearing, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.