Thomas Belisari is a CFP® with 43 years of industry experience, currently advising at LPL Financial since 2026. He previously worked at OSAIC and Key Financial, Inc., where he held roles spanning multiple decades. He serves as chairman of the West Whiteland Township Pension Advisory Board, overseeing pension plan investments and performance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Samuel Baez Jr. is a CFP® professional with 16 years of industry experience. He is currently with LPL Financial and previously worked at Key Financial and Royal Alliance for 14 years. 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 comprehensive financial planning and advisory programs supported by extensive research and a variety of investment management options.