Nolan Menachemson is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and possessing 25 years of industry experience. His prior roles include positions at Sterling National Bank, Private Advisor Group, LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life. Outside of his advisory work, he is involved in tax preparation and accounting as a CPA and acts as an agent selling various types of insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios and third-party asset management, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Robert Hoffman is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including Ameriprise Financial Services, UBS Financial Services, and several regional wealth management companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with a broad range of financial planning, portfolio management solutions, and institutional platforms.