Morris Rich is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Securities, JPMorgan Chase Bank, Amazon.com, Minnesota Life, Securian Financial Services, Diamond State Financial Group, and ALDI. Outside of his advisory role, he is involved in a travel planning business called Magical Pursuits. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Meaghan McLaughlin is a financial advisor with LPL Financial in Mount Laurel, NJ, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at LPL Financial since 2019, previously serving at Lincoln Financial Advisors Corporation, Sanford C. Bernstein & Co., LLC, and KPMG, LLP. McLaughlin operates a private wealth business through McLaughlin Private Wealth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management and access to proprietary and third-party research.

Adam Elover is a CFA charterholder with 19 years of industry experience. He is currently affiliated with LPL Financial since 2024, having previously worked for Rim Securities LLC and Rochdale Investment Management from 2006 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by internal and third-party research.

Monica Lupinetti is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 12 years and continues to be involved with McLaughlin Asset Management, Inc., where she has worked for 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael McLaughlin is a CFP® with 39 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Lincoln Financial Advisors Corp for 12 years and has operated McLaughlin Asset Management, Inc. since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various portfolio management technologies.