Deborah Frech is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Avantax Investment Services, BFJ Wealth Management, and 1st Global Advisors. She is also involved with Bell, Frech & Jacobs, a CPA firm specializing in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, including access to third-party managers and institutional platforms.

James Urich is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at BFJ Wealth Management, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory work, he is involved in tax preparation and accounting services through Bell, Frech & Jacobs, LLC. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Connor Delaney is a financial advisor with LPL Financial in Columbia, MD, holding a Series 66 credential and six years of industry experience. His prior roles include positions at BFJ Wealth Management and Avantax Investment Services. Outside of advising, he is involved with Wellspring Health, Inc., where he has served for eight years. 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.

Joseph Bell is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Avantax Advisory Services, BFJ Wealth Management, and Ameriprise. He also maintains a CPA firm, Bell, Frech & Jacobs, which provides tax preparation and accounting services. 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 comprehensive advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,000 advisors.