Jim Ostach is a financial advisor at LPL Financial in Northbrook, IL, holding Series 63 and Series 65 credentials with 53 years of industry experience. He worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2001 to 2021 before joining LPL Financial in 2021. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of strategic and tactical investment approaches.

Manfred Hegwer Jr. is a financial advisor with LPL Financial in Northbrook, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include significant tenures at Morgan Stanley Private Bank and UBS Financial Services. In addition to his advisory work, he is a commissioned notary public. 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. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by tools like machine learning for research and operational purposes.

Aron Gorenstein is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Raymond James Financial and his own entities, Argo Capital LLC and Gset, LLC. He also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.