Daniel Becker is a CFP® professional with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2022. Prior to joining LPL, he held roles at Securities America Advisors and National Planning Corporation. Becker is also involved in tax preparation and accounting services through his enrolled agent status. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services, supported by research and technology-driven investment strategies.

Neil Altshuler is a CFP®-designated financial advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2022. His prior roles include positions at Securities America Advisors and National Planning Corporation. He is also involved in tax preparation and accounting through his work with BKC CPAs, PC. 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 supported by various model portfolios, research resources, and technology integration.

Alexander Vasilantone Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 42 years of industry experience. His career includes roles at National Planning Corporation and Securities America Advisors before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.