Jeffrey Minucci is a CFP® professional with 25 years of experience in the financial services industry. He currently works with LPL Financial and has previously been associated with Securities America Advisors and OSAIC. Outside of his advisory role, he is a business owner of Pet Evolution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management as well as model portfolios and research from multiple sources.

David Ryzman is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial. He previously worked for Securities America Advisors and Securities America Inc for a decade. Outside of his advisory duties, he is involved with Project Tico LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.