Robert Dee is a Series 66-licensed financial advisor with LPL Financial, joining the firm in 2025. He has held prior roles at XG Hanover LLC, Clientel3, Northwestern Mutual, and the Oyster Harbors Club. In addition to his advisory work, he is involved with X-Golf Hanover LLC in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and technology, offering both discretionary and non-discretionary portfolio management.

Kevin Alcaro is a financial advisor at LPL Financial with 36 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he provides bookkeeping and office clerical assistance through Cornerstone Asset Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research resources, and technology-driven strategies.

Michael Sullivan is a Series 66-credentialed financial advisor with 18 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory work, he serves as a patrolman with the Boston Police Department on a rotating schedule. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Michael Kelley Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a part-owner of a dance studio and assists with its management and marketing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Richard Whelpley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, he provides clerical support and office management assistance through Cornerstone Asset Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and consulting services, employing both discretionary and non-discretionary management supported by research and model portfolios.