Richard Miskewitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with LPL Financial since 2006 and has been affiliated with Heritage Investment Partners, LLP since 2008. Outside of his advisory roles, he is involved in the sale of long-term care, universal and term life insurance, as well as fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including access to model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Paul Morse Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he held multiple roles at ADP between 2015 and 2023. 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 range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Allan Jones is a financial advisor with LPL Financial and Heritage Investment Partners, LLP, holding a Series 66 designation and 27 years of industry experience. He has been with both firms since 2012. 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 range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and various management strategies supported by internal and third-party research.

Edward Doyle is a CFP®-designated financial advisor with LPL Financial in Florham Park, NJ, bringing 46 years of industry experience. He has been with LPL Financial since 1989. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Mary Morse is a financial advisor with LPL Financial in Florham Park, NJ, holding a Series 66 designation and 28 years of industry experience. She has worked with Heritage Investment Partners, LLP since 2008 and has concurrently been with LPL Financial in the same period. Mary dedicates a small portion of her time to providing non-variable insurance solutions tailored to client needs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs supported by research, discretionary and non-discretionary management, and a range of institutional services.

Ryan Woodring is a CFP®-designated financial advisor with 23 years of industry experience. He is affiliated with LPL Financial and has been associated with Heritage Investment Partners, LLP since 2008. Woodring also has involvement with a local insurance brokerage firm in Morristown, NJ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and various portfolio options.

William Calvert III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2006 and has been associated with Heritage Investment Partners, LLP since 2008. In addition to his advisory work, he engages in selling fixed insurance products including long-term care, fixed annuities, and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Derrick Clark is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and Heritage Investment Partners, where he worked before rejoining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technological tools.