Laura Palacios is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Signature Securities Group Corp./Signature Bank for 16 years and Cadaret, Grant & Co., Inc. for 2 years. Palacios serves as treasurer on the board of Huntington Matters, a for-profit organization. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Stephen Pratola is a financial advisor with LPL Financial in Jericho, NY, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Broadridge, and Morgan Stanley. He also operates Pratola Wealth Management LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a network of investment adviser representatives.

John L'Abbate is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial and previously worked at Cadaret, Grant & Co., Inc. and American Investment Planners LLC. Outside of his advisory work, he is involved in tax preparation and accounting through roles at American Taxes Inc. and his own firm, John L'Abbate 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 brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors, alongside various technology-driven investment strategies.

Bonnie Maute is a financial advisor with LPL Financial in Jericho, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. and Signature Securities Group Corp./Signature Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research.

Brett Goldstein is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at firms including Cadaret, Grant & Co., Inc. and American Investment Planners. In addition to his advisory work, he is the owner of The Pension Department, Inc., a third-party administrator, and also works as a forensic document examiner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support discretionary and non-discretionary management.

Craig Bergen is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Cadaret, Grant & Co., Inc. and American Investment Planners, LLC. Outside of his advisory role, he is involved in tax preparation and accounting services through Metro Tax Group and American Taxes Inc. LPL Financial is a national 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, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management strategies.

Lee Rosenberg is a CFP® with 42 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. Rosenberg is also an author of books unrelated to investing. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory and brokerage services supported by research, model portfolios, and technologies such as machine learning.

Raymond Bergen is a CFP® professional with 34 years of experience in the financial services industry. He has worked at LPL Financial since 2025 and previously held positions at Cadaret Grant & Co., Inc., Securities America Advisors, Inc., and Securities America, Inc. Bergen is also involved with Metro Tax Group, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kathleen Healy Englehart is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 32 years of industry experience. She previously worked for Cadaret, Grant & Co., Inc. for 19 years and operated Papa/Englehart Strategic Planning for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, retirement consulting, and brokerage services.

Barbara Deel is a financial advisor at LPL Financial with 34 years of industry experience. She holds the ChFC® and Series 63 designations and has previously worked at Lebenthal Global Advisors LLC and Cadaret, Grant & Co., Inc. Deel is also involved in real estate rental activities outside of her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Joseph Nestler is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Cadaret Grant & Co., Inc., Pruco Securities, and MCC Financial Services. Outside of his advisory role, he serves as a notary and acts in a fiduciary capacity for a family trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management supported by model portfolios and research.

Ian Magor is a Certified Financial Planner® with seven years of industry experience. He is currently with LPL Financial, having joined in 2025 after seven years at Cadaret, Grant & Co., Inc. He is also a tax preparer with American Taxes, Inc. alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Jessica Bach is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 17 years of industry experience, including prior roles at Cadaret, Grant & Co., Inc. and American Investment Planners, LLC. In addition to her advisory work, she maintains a non-variable insurance business with various carriers. 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, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.