Patrick Whelan is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 66 credentials and totaling 26 years of industry experience. His prior roles include long tenures at Investment Advisors Financial Group, LLC and Investment Advisors Asset Management, LLC, as well as ongoing involvement with Thomas Seely Agency, Inc. and Benefit Plan Consultants. 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 a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Brian Mckeever is a CFP®-certified financial advisor with LPL Financial in Delray Beach, FL, where he has worked since 2003. He has 27 years of industry experience. Outside of his advisory role, he is involved in coaching tennis and is a 50% partner in a dry cleaning business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, 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.

Justin Scheckner is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2013. He holds a Series 63 license and operates out of Delray Beach, FL. In addition to his advisory role, he is also licensed as an insurance agent with Aries Capital Management, LLC. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Robert Zaidman is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He previously worked at Janney Montgomery Scott and Morgan Stanley before joining LPL Financial in 2019. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Edward Montagna is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Sorrento Pacific Financial, LLC, OceanFirst Bank, and IFMG Securities, Inc. Montagna is also involved with Coastal Wealth Management LLC. 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 through a large network of investment adviser representatives.

Michael Gotleib is a financial advisor with LPL Financial based in Delray Beach, FL. He holds a Series 66 license and has 12 years of industry experience. Prior to joining LPL Financial in 2023, he worked for Kestra Advisory and Kestra Investment Services from 2016 to 2023 and has operated Gotleib & Associates since 2013. 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 broad range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Frank Luciano is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he was with Invest Financial Corporation for two years and has been a partner at BRIGANTI & LUCIANO CPA since 2007. He also serves as president of All-In Tax Advisors, a tax preparation and accounting firm. 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 investment management services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Neil Hassett Jr. is a financial advisor with LPL Financial in Delray Beach, FL, holding a Series 63 designation and with 33 years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation for 11 years. He is also the owner of Hassett Tax & Financial Services, a tax preparation and accounting firm since 2003. 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 a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Alten is a CFP® with 39 years of industry experience, currently affiliated with LPL Financial since 2022. He previously worked for Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company for 30 years. Alten is also licensed to sell fixed and indexed annuities and traditional life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Leo Gotleib is a CFP® with 40 years of experience in the financial services industry. He is currently with LPL Financial and has held previous roles at Kestra Advisory, Bridge Wealth Advisors, and has operated Gotleib and Associates, LLC since 1989. Outside of his advisory work, he is involved in business ownership related to fitness facilities and supplement companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Happel is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and iH Solutions, LLC. He is involved with Adventium Wealth Advisors, LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various asset classes.

Mark Bentivegna is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years with Cetera. Bentivegna also operates a CPA affiliate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives.

Victor Joseph is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation and has prior experience in real estate brokerage, working with firms such as CSI Group, ReMax Select Realty, Fox and Foxx Realty, and Redfin Real Estate. Outside of his advisory role, he is also a licensed real estate broker and notary in New Jersey. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory and brokerage services delivered through a large network of investment adviser representatives.

Jeffery Bonifacino is a financial advisor with LPL Financial in Delray Beach, FL, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, Penn Mutual, and New England Securities. Additionally, he is involved as an insurance agent selling property and casualty insurance. 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 and model portfolio programs, utilizing both proprietary research and third-party subadvisors.