Andrew Lubash is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include 13 years at Invest Financial Corporation and ongoing partnerships with Prestige Employee Administrators and Financial Management Associates Ltd, where he is involved in professional employer services and employee benefits insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by advisory representatives who utilize various model portfolios and customized strategies.

Noel Sherry is a financial advisor with LPL Financial in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He worked at UBS Financial Services for nine years before joining LPL Financial in 2009. Outside of financial advising, he is involved with The Non-Ordinary Therapy Group, which focuses on marriage and family therapy. 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 portfolios, third-party asset management, and institutional platforms.

Stephen Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with firms including Morgan Stanley and Citigroup Global Markets. Kelly previously operated Kelly Financial Group, LLC as a DBA for his LPL business. 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 financial planning and investment services, utilizing both proprietary and third-party strategies, supported by technology tools, and oversees over $819 billion in discretionary assets through a large network of advisors.

Mathilda Waren is a financial advisor at LPL Financial in Dunedin, FL, holding a Series 66 designation with seven years of industry experience. She previously worked at Equitable Advisors and Axa Advisors, and has professional experience outside finance, including running The Grateful Bean Coffee House. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.