Emilio Morrone is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2005, bringing 28 years of industry experience. Prior to joining LPL, he spent seven years at Valley National Advisers Inc. He is also involved in tax preparation, accounting, and bookkeeping through his firm Emilio J. Morrone, LLC, and engages in selling non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Sameer Phadke is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. His career includes prior roles at SCF Investment Advisors, SCF Securities, Morgan Stanley, Citigroup Global Markets, and Ameriprise. In addition to his advisory work, he serves as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology tools.