Nicholas Ovshak is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Commonwealth Financial Network, Fidelity Brokerage Services, Ameriprise Financial Services, FPS Financial, and Arrow Electronics. He also spends a small portion of his time engaged in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while operating alongside extensive non-advisory financial activities.

Harrison Benedict is a CFP® professional affiliated with LPL Financial in Frisco, TX, with one year of industry experience. His prior roles include positions at Commonwealth Financial Network, Gibraltar Capital Management, and Miller Equity Capital Advisors, among others, as well as experience in education at Texas Christian University and local high schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plans through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, combining scale with various non-advisory financial services.