Karen Stewart is a financial advisor with LPL Financial in Montgomery, NY, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Joshua Stewart is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Banc of America Investment Services and Quick & Reilly. Outside of his advisory work, he is involved in coaching and consulting through his business, Stewart & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions utilizing both proprietary and third-party model portfolios and strategies.