Steven Weingartz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has previously worked at Royal Alliance Associates, Signator Investors, and Insurance Specialists Agency. Outside of his advisory work, he is involved in managing private business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Mark Dittman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at OSAIC and SagePoint Financial, Inc. Outside of his advisory work, he is associated with DITTMAN FINANCIAL SERVICES LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Doris Morgan is a Series 66-credentialed financial advisor with six years of experience at LPL Financial and a total of nine years in the financial services industry. Prior to joining LPL Financial in 2020, she worked at Michelle Belesky State Farm Agency and Brian Carten State Farm Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Sarah Armstrong is a financial advisor with LPL Financial in Marysville, MI, holding Series 65 and Series 63 designations and four years of industry experience. Prior to joining LPL Financial in 2025, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2025 and spent seven years at Best Buy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.