Daniel Zimmerman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2018 and was previously with Invest Financial Corporation and Beneficial Savings for a decade. He is also involved in tax preparation and accounting as a side business. 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with a range of model portfolios and research resources.

Peter Sciortino is a financial advisor at LPL Financial with 29 years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at Invest Financial Corporation from 2010 to 2018. He holds Series 63 and Series 65 securities licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Wesley Frazier is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 13 years of industry experience. He has worked at LPL Financial since 2018 and has concurrently been associated with INVEST Financial Corp since 2013 and Beneficial Savings Bank since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.