Jose Martinez II is a financial advisor with LPL Financial in Midland, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Spc and Sigma Financial Corporation from 2012 to 2019. Martinez is also involved with Halcyon Financial Group, an investment-related business operating as a DBA for his LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment advisers. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and diverse investment strategies.

Robert Morgenstern is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2019, following roles at Spc and Sigma Financial Corporation. Morgenstern is also involved in a non-variable insurance business, Halcyon Financial Group, LLC, based in Midland, MI. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolio options.