Michael Reimann is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Ameriprise Financial Services from 2009 to 2023. Reimann has also been involved with Edgartown, Inc., a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from LPL Research and third-party subadvisors.

Mark Davids is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2019. His prior experience includes roles at Securities America Advisors and Securities America, Inc. Additionally, he has been involved with Estate & Charitable Design Concepts Inc for over two decades. Outside of his advisory work, he serves as a volunteer mentor and board member for the non-profit Man Kind Project. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services supported by research and technology-enabled portfolio management solutions.