Michael Delia is a CFP® certificant and Series 66 licensee with 19 years of experience in the financial industry. He has worked at LPL Financial since 2011 and previously spent four years with Edward Jones. His outside business activities include ownership interests in several financial planning and wealth management entities based in Greenville, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with an emphasis on both discretionary and non-discretionary investment strategies.

Steven Grant is a financial advisor with LPL Financial in Greenville, NC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked at Edward Jones for four years before joining LPL Financial in 2011. Grant operates under the DBA Aspect Financial, LLC, and is also involved in an independent insurance brokerage, Pinnacle Insurance & Financial Services. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.