Matthew Vance is a financial advisor with LPL Financial, holding a Series 66 credential and having one year of industry experience. Prior to his current role, he worked in education at various institutions, including Rutgers University-Camden and Paul VI High School. Outside of advising, he is affiliated with Capri Wealth Management, a DBA related to his LPL business. 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 through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Anthony Capri is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, leveraging model portfolios, third-party subadvisors, and a variety of strategic and tactical investment options.

Douglas Frank is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and eight years of industry experience. His prior roles include positions at Elite Consulting, Gladstone Wealth Partners, and Ameriprise Financial. He is also involved with Frank Storms, LLC, a business entity for tax and investment purposes unrelated to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and third-party asset management, supported by its extensive network of over 22,900 advisors and more than $819 billion in discretionary assets.

Calvin Williams is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Rowan University. Outside of his advisory role, he owns a landscaping company in Williamstown, NJ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Michael Jett is a financial advisor with LPL Financial in Mt. Laurel, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice primarily delivered through a network of investment adviser representatives utilizing various discretionary and non-discretionary strategies.

Kevin Frank is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Cetera Adviser Networks LLC, Allianz Life Financial Services LLC, and several advisory firms. Based in Mt. Laurel, NJ, he has been with LPL Financial since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research, technology, and various non-advisory financial services.

Michael Elchoness is a CFP® professional affiliated with LPL Financial and has 16 years of industry experience. His prior roles include positions at PNC Investments, TD Private Client Wealth LLC, and Shrewsbury River Capital. Outside of his advisory work, he is involved with Your Choice Home Care as Senior Vice President of Community Relations and owns Bluma Consulting LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across discretionary and non-discretionary accounts.