Phillip Anglade is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. His previous work includes roles at Flagstar Bank N.A., DoorDash, Crown Castle, The Vanguard Group, Inc., and Hollister Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Ina Felder is a financial advisor with LPL Financial based in Delray Beach, FL, holding a Series 66 designation and bringing 23 years of industry experience. She has been affiliated with both LPL Financial and Flagstar Bank N.A. since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.