Steven Weingartz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Insurance Specialists Agency LLC. He also manages Weingartz Financial Services, Inc., a business entity he has operated since 2001. 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.

Mark Dittman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at SagePoint Financial, Inc. and OSAIC. Outside of his advisory work, he is involved with DITTMAN FINANCIAL SERVICES LLC, a business entity used for tax and investment purposes. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Doris Morgan is a financial advisor with LPL Financial, holding a Series 66 designation and six years with the firm. She has a total of nine years of industry experience, including prior roles at Michelle Belesky and Brian Carten State Farm Agencies. 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 various investment strategies and supported by technology tools.

Sarah Armstrong is a financial advisor at LPL Financial in Marysville, MI, holding Series 63 and Series 65 licenses with four years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2025, and before that spent seven years at Best Buy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.