Sarah Dunworth is a financial advisor with LPL Financial in Newton, MA, holding a Series 66 designation and six years of industry experience. Her prior firms include Commonwealth Financial Network, Triad Advisors, TSW Wealth Management, and Purshe Kaplan Sterling Investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Lisa Vaillancourt is a financial advisor with LPL Financial in Newton, MA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously worked at Armstrong Advisory Group Inc. and Securities America Advisors, Inc. Her other activities include involvement with Kaplan Financial Services related to her LPL business. 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, offering a range of advisory programs, retirement consulting, and brokerage services.

Ann Decaprio is a CFP®-designated financial advisor with LPL Financial in Newton, MA, bringing 17 years of industry experience. She has been with LPL Financial since 2008. In addition to her advisory role, she is also a licensed notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research from internal and third-party sources.

Susan Kaplan is a financial advisor with LPL Financial in Newton, MA, holding the CFP® designation and Series 63 and 65 licenses. She has 34 years of industry experience and has operated Kaplan Financial Services since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

Lawrence Kaplan is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and 13 years of industry experience. He has been with LPL Financial since 2013. Kaplan also operates Kaplan Financial Services as a separate business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, 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.

Jamie Freidhof is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has been associated with LPL Financial since 2003 and with Kaplan Financial Services since 2000. 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 financial planning and advisory programs along with retirement plan consulting and brokerage services.

Scott Korn is a Series 66-credentialed financial advisor with 17 years of industry experience, currently practicing at LPL Financial in Newton, MA since 2016. He has spent a decade at LPL Financial, one of the largest independent broker-dealers and investment advisory firms in the United States. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.