Mark Maertzig is a financial advisor at LPL Financial with 17 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 17 years and has been involved with Tax Aid Associates since 2002, where he provides tax preparation and accounting services. He also holds Series 63 and Series 65 licenses and performs notary and non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, 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 in-house and third-party research.

Matthew Maertzig is a CFP® professional with 25 years of industry experience. He is currently affiliated with LPL Financial and has a long tenure at Cadaret, Grant & Co., Inc. In addition to his financial advisory work, he is involved in tax preparation and accounting through Tax Aid Associates and provides legal services as an attorney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and multiple portfolio management options.