Tod Shoffler is a CFP® credentialed financial advisor with 29 years of industry experience, currently affiliated with LPL Financial and Crest Savings Bank since 2007. He holds Series 63 and Series 65 licenses and is based in North Cape May, NJ. Outside of his advisory work, Shoffler holds a real estate sales license and is involved in managing personal real estate investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Thomas Becker is a financial advisor at LPL Financial with 27 years of industry experience. He has held positions at LPL Financial since 2018 and previously worked at PNC Investment from 2004 to 2018. Becker also operates Tradewinds Financial Services, an investment-related business associated with his LPL practice. 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 broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Heather Cripps is a financial advisor with LPL Financial and Crest Financial Services, holding Series 63 and Series 65 licenses and over 14 years of industry experience. She has been with LPL Financial since 2011 and Crest Financial Services since 2010. In addition to her advisory roles, she provides notary public services through Crest Savings Bank. LPL Financial serves a wide range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services supported by in-house and third-party research.