Andre Brassard is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked for M&T Securities, Inc. for 23 years before joining LPL Financial in 2021. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Peter Grimm is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and 31 years of industry experience. He previously worked for NEXT Financial Group for 16 years before joining LPL Financial in 2025. Grimm is also licensed as an insurance agent with activities in fixed annuities and life/health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisor-facing tools and a large network of over 22,800 advisors.