Thomas Kearn is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. His prior roles include positions at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. In addition to his advisory work, Kearn maintains an active involvement in tax preparation and accounting through ATA Associates, P.C. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, including access to model portfolios and strategies supported by LPL Research and third-party subadvisors.

Matthew Meyers is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, having previously worked at Grove Point Advisors, LLC, and H. Beck, Inc. Outside of advising, he operates 3C Meyers LLC for tax and investment purposes and serves as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary portfolio management supported by in-house and third-party research.

William Gullborg is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. His previous roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He is involved in several nonprofit insurance-related organizations, including the Greater Beneficial Union and the National Slovak Society. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients such as individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting with access to model portfolios, third-party research, and technology-driven portfolio management solutions.