Joseph Reed is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at 1st Global Advisors, Inc. and 1st Global Capital Corp for nine years and has been affiliated with Caristia, Kulsar & Wade LLC since 1996. Reed is a partner in CKW Advisors, LLC, a CPA affiliate program. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research from in-house and third-party sources.

Mark Stanic is a Series 66-licensed financial advisor with LPL Financial, based in Chester, NJ. He has three years of industry experience, including prior roles at Bleakley Financial Group and a period of employment at LPL Financial beginning in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by proprietary research and third-party strategies.

Michael Wade is a financial advisor with LPL Financial in Chester, NJ, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at 1st Global Advisors, Inc. and 1st Global Capital Corp. Wade is also involved with Caristia Kulsar Wade LLC, a CPA affiliate program offering tax planning and preparation services. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary portfolio management supported by research and multiple investment strategies.

Robert Lamperti is a financial advisor with LPL Financial in Chester, NJ, holding a Series 66 designation and 11 years of industry experience. He previously worked at Allied Wealth Partners, Securian Financial Services, Inc., and Minnesota Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Michael Nisivoccia is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 15 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Allied Wealth Partners and Securian Financial Services, among other firms. He is also involved in insurance product sales, including term life, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios and research from LPL and third-party subadvisors.