Peter Berlin is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior work history includes tenures at Ameriprise Financial Services, Morgan Stanley, Citigroup Global Markets, and Merrill. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Brian Lynn is a financial advisor with LPL Financial in Marlton, NJ, holding CFP®, Series 63, and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Legg Mason Wood Walker, Incorporated. He also serves as assistant treasurer for The Nance Corporation, a family business. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

James Pacheco is a financial advisor at LPL Financial in Marlton, NJ, holding a Series 66 designation and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing, TD Wealth Management Services Inc., and Equitable Advisors. Outside of his advisory work, he serves as a volunteer firefighter with the Indian Mills Volunteer Fire Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nicholas Bevad is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior firms include Bank of America, Merrill, and Morgan Stanley. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

John Fessler is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at LPL Financial since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.