Leslie Montana is a CFP® and holds a Series 66 license, with 12 years of experience in the financial advisory industry. She has worked at LPL Financial 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 range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Williams is a financial advisor with LPL Financial in Exton, PA, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 1997. 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 investment adviser representatives.

Graydon Schunkewitz is a CFP® certificant based in Exton, PA, with 10 years of industry experience. He has worked at The Vanguard Group and its affiliates for a decade before joining LPL Financial, where he has been an advisor since 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Scott Fritz is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2015. 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 variety of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.