David Fazendeiro is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at IC Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he is involved in non-variable insurance sales and manages ClearFocus Holdings, LLC. 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 services, and utilizes both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

William Logue III is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. He has held roles at LPL Financial since 2025 and previously worked with IC Advisory Services Inc, The Investment Center Inc, and Invest Financial Corporation. Outside of his advisory work, he is involved in insurance sales and operates Clear Focus, LLC, which provides both securities-related and non-securities consulting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, brokerage services, and utilizes a variety of investment strategies supported by internal and third-party research.

Matthew Fazendeiro is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Park Avenue Securities and Guardian Life Insurance Agency. His background also includes roles at the Food and Drug Administration and Fairleigh Dickinson University. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering diverse advisory and brokerage services supported by model portfolios and research from multiple sources.

Thomas McCarthy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and J.W. Cole Advisors, Inc. Outside of advisory work, he owns Alpha Home Services, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Ryan Luckman is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at ClearFocus Financial and The Investment Center, Inc. Outside of advising, he has experience connected to hospitality businesses such as The Liquor Factory and Alibi Beach Bar & Grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network. The firm offers diversified advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research.

Matthew Filik is a CFP® with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked at Ic Advisory Services Inc and The Investment Center Inc, as well as Invest Financial Corporation. Outside of his advisory role, he serves as a board member for The Community Food Bank of New Jersey. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.