Uri Doolittle is a CFP®-designated financial advisor with 42 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include seven years at Triad Hybrid Solutions and Triad Advisors, Inc. He is also involved with U5 Holding Company LLC for tax and investment purposes. 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 a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research resources.

Mark Hills is a financial advisor with LPL Financial in Manlius, NY, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Triad Hybrid Solutions and Triad Advisors, Inc. from 2016 to 2023. He is also active as an insurance contractor involved in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.