Aleksey Kaplan is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and previously worked at Financial Gravity Family Office Services, LLC for four years. Kaplan is also the principal owner and founder of A. Kaplan CPA, PLLC, a tax services firm. 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.

Carolyn Filasky is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at UBS Financial Services and Merrill. She is involved with Saybrus Partners, an insurance agency. 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, combining advisory services with a range of non-advisory financial activities.

Erin Caldwell is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2025, she worked at Northwestern Mutual Investment Services, David J Siegel, Morgan Stanley, and UBS Financial Services. 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 asset management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Daniel Gikher is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His career includes roles at Gladstone Institutional Advisory, J.P. Morgan Securities, IFMG Securities, and BNY Mellon Securities Corporation. Outside of his advisory work, he is involved in authoring. 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 variety of financial planning and asset management solutions, including model portfolios, third-party subadvisors, and customized strategies, supported by extensive technology and a broad range of affiliated financial services.

Rodney Filasky is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 designation and previously worked for INVEST Financial Corporation for 23 years before joining LPL Financial in 2018. 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 financial planning and investment services, including access to third-party asset management and institutional platforms.