Michael Zoli is a CFP®-credentialed financial advisor with 22 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 12 years at INVEST Financial Corp. He operates under the Ivy Financial Group DBA for his LPL 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. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Eric Sullivan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America, Cadaret, Grant & Co., and JDS Associates, alongside managing Johnston's Tax Service, a tax preparation and accounting business he has operated since 1997. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research and model portfolios.