Donald Suriano is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several financial institutions including Synovus Securities, Cetera, and Regions Bank. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

David Baer is a financial advisor at LPL Financial in Orlando, FL, holding the ChFC® designation along with Series 63, 65, and 66 licenses, with 22 years of industry experience. His prior roles include positions at United Community Bank, First Horizon, Woodbury Financial Services, Cetera Investment Services, Regions Bank, Wells Fargo Clearing, Truist Investment Services, and Banc of America Investment Services. Outside of advisory work, he is involved as a business owner with ventures including Prime IV and Vetavize Angels LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, access to model portfolios and third-party asset managers, and institutional platforms, supported by extensive advisory tools and a broad range of financial services.