Michael Carilli is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Steward Partners Investment Solutions, LLC and Raymond James Financial Services, Inc. He serves as treasurer on the board of the 545 VELO nonprofit and is a board member for St. Luke's Preschool in Dedham, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Edward Neibert is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Steward Partners-affiliated firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Timothy Davis is a CFP® with 27 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2026, he held advisory roles at Steward Partners Investment Solutions and Raymond James Financial Services, among others. Outside of his financial advisory work, he is involved in managing vacation rental properties in Massachusetts. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through its national network of investment adviser representatives. The firm offers diverse advisory programs and portfolio management solutions supported by LPL Research and third-party subadvisors.

Michaelyn Bortolotti is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Steward Partners Investment Solutions, Steward Partners Investment Advisory, Raymond James Financial Services, and Morgan Stanley Smith Barney. She is also the owner of Davis Executive Wealth Management Group, a support company unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.