James Fazio is a financial advisor at LPL Financial with Series 66 and Series 63 credentials and four years of industry experience. He has been with LPL Financial and Beronio Wealth Planning since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from in-house and third-party sources.

Peter Beronio is a financial advisor with LPL Financial in Killeen, TX, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. He has been with LPL Financial since 2009. Beronio operates under the DBA Beronio Wealth Planning Solutions, which represents his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio management, and retirement plan consulting, supported by LPL Research and various third-party resources.