Peter Graham Sr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 31 years of industry experience. He has worked at LPL Financial since 1995 and has been operating his own CPA and bookkeeping service since 1970. Outside of his advisory role, he provides auditing, tax preparation, and financial planning services through his CPA practice. 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 financial planning and investment management solutions through a large network of advisors, utilizing both proprietary and third-party strategies.

Eugene Giordano is a financial advisor with LPL Financial in Middletown, NJ, holding Series 63 and Series 66 designations and over 26 years of industry experience. He has been with LPL Financial since 2003. Giordano is involved in servicing fixed insurance contracts and new business transactions related to life, disability, long-term care, and fixed annuities. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Peter Graham Jr. is a financial advisor with LPL Financial based in Middletown, NJ. He holds a Series 66 designation and has 12 years of industry experience. Since 2015, he has been associated with both LPL Financial and Navesink Wealth Management, where he holds a controlling interest. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.