Samuel Grant is a financial advisor with LPL Financial based in Haverhill, MA, holding Series 63 and Series 65 designations and ten years of industry experience. His prior roles include positions at StoneX Securities Inc, Trust Advisory Group Ltd, AGES Financial Services, Ltd., Atlassian, Opsgenie, and Fidelity Brokerage Services, LLC. 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, financial planning, and retirement consulting through a national network, providing both discretionary and non-discretionary management supported by model portfolios and research.

Eric Majka is a financial advisor with LPL Financial in Haverhill, MA, holding Series 65 and Series 63 licenses and 25 years of industry experience. His prior roles include positions at StoneX Securities Inc, Trust Advisory Group, Ltd, AGES Financial Services, Ltd., Aztec Capital, LLC, and Boston Independent Advisors. He is also involved with Summer Street Financial, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network, providing both discretionary and non-discretionary management supported by model portfolios, research, and various technology tools.

Lawrence Faretta is a CFP® with 40 years of industry experience, currently serving at LPL Financial since 2025. His prior experience includes StoneX Securities Inc, Trust Advisory Group Ltd, and AGES Financial Services, Ltd, where he held roles spanning several decades. In addition to his advisory work, he is involved with Summer Street Financial, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing proprietary and third-party research and technology-driven portfolio management strategies.