Alan Tichman is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial since 2018. He also has a longstanding association with INVEST Financial Corp beginning in 2012. In addition to his advisory roles, he is involved with Wealth Planners, focusing on non-variable insurance products including life, long-term care, disability, and medical insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Fred Tantillo is a financial advisor at LPL Financial with 41 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining LPL Financial in 2024, he worked for Royal Alliance Associates, Inc./Osaic Wealth, Inc. for 33 years. He also owns a tax preparation business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Corey Blumenthal is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2024 and previously spent seven years at Royal Alliance Associates. Outside of advisory work, he is involved with Alpine Capital Group NY Inc., operating a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from various sources.

Vasilios Ageletopoulos is a Series 66 licensed financial advisor with 23 years of industry experience. He is currently affiliated with LPL Financial since 2026, following 21 years at Ameriprise Financial Services in various capacities. Outside of his advisory role, he is also employed by MMM Consulting Group as a franchise advisor. 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. The firm offers diverse advisory programs and services supported by model portfolios and research, providing both discretionary and non-discretionary management options.