Derek Pontlitz is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with LPL Financial since 2010. He previously worked with Independent Financial Partners from 2010 to 2017. In addition to his advisory role, he is involved in fixed insurance sales including life, disability, and long-term care insurance. 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 consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

Stefanie Pontlitz is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2013. Prior to that, she worked at Independent Financial Partners for four years. Outside of her advisory role, she is involved with the Krewe of the Dixie Darlins, a civic organization focused on volunteerism, diversity, and friendship. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services such as retirement plan consulting and 529 account management.