Anthony Slezak is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Sagepoint Financial and SecondHalf Coach Wealth Management. He is also a co-founder and board member of the nonprofit GO2GOAL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, and supports its advisors with technology and diverse investment platforms.

Jessica Geary is a financial advisor with LPL Financial in Latrobe, PA, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2019 and previously at SagePoint Financial. Geary is also a co-founder and board member of the nonprofit GO2GOAL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Jared Gerger is a financial advisor with LPL Financial holding a Series 66 designation and recently beginning his industry career. His prior experience includes roles at Compass Financial Partners and RBC Capital Markets. Jared has also spent several years affiliated with Lake Forest College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Urbanik is a financial advisor with LPL Financial in Latrobe, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2019 and has prior experience with Sagepoint Financial and operates SecondHalf Coach Wealth Management. Urbanik is also a co-founder and board member of the nonprofit Go2Goal. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.