Margreit Mc Innis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior work includes roles at Northwestern Mutual, Equity First Consultants, and several other financial firms. Outside of advising, she is an author and freelance writer with over ten years of experience publishing novels and eBooks on creative writing. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services supported by proprietary and third-party research.

Joseph Bonanno is a financial advisor with LPL Financial in Hauppauge, NY, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior experience includes roles at Sterling National Bank, People's United Advisors, Inc., and People's Securities, Inc. Outside of his advisory work, he is involved with Fi Logistix, a company providing armed guard services for ATM logistics. 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. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and various investment strategies.

Thomas Tilton is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked for Woodbury Financial Services for 14 years. Outside of his advisory role, he is involved with insurance-related activities through entities such as Simplicity Group and Crump Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and proprietary research.