Christian Tateo is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, METLIFE, Merrill, and Chase Investment Services Corp. Tateo also works as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Carol Horowitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. Her prior experience includes roles at Stifel and Ryan Beck & Co. She is involved as a non-variable insurance producer with Book of Brokers LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, employing various investment strategies supported by research and technology tools.

Scott Bernstein is a financial advisor at LPL Financial with 29 years of industry experience. He has held positions at Woodbury Financial Services and Equitable Advisors prior to joining LPL Financial. 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 services including financial planning, third-party asset management, and institutional platforms, supporting advisors with customizable investment strategies and technology tools.