William Simmermacher is a CFA® charterholder affiliated with LPL Financial and has 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, and The AYCO Company, L.P./Mercer Allied. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and multiple institutional platforms.

Evan Murphy is a CFP® professional with 27 years of experience in the financial services industry. He is currently associated with LPL Financial, where he has worked since 2023, following an 18-year tenure at Ameriprise Financial Services, Inc. Based in Huntington, NY, Mr. Murphy holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across multiple platforms.

Michael Amico is a financial advisor with LPL Financial in Huntington, NY, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior work includes roles at Western International Securities, Inc. and Northeast Securities, LLC. 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 financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice through a large network of investment adviser representatives.

Joseph Toomey is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He previously worked at Wells Fargo Clearing and J.P. Morgan Securities. Outside of his advisory role, he is a business owner of Sportfish Republic Inc and Knead Catering, LLC, both unrelated to investment services. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.