Kevin Sercia is a financial advisor at LPL Financial with nine years of industry experience and holds a Series 66 designation. He has previously worked at JP Morgan Securities, JP Morgan Chase Bank, Seacoast Bank, Bank of America, Merrill, and Stifel, Nicolaus and Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Dworetsky is a financial advisor with LPL Financial in Palm Beach Gardens, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has previously worked at StoneX Securities Inc, Trust Advisory Group, Ltd, AGES Financial Services, Ltd., and Source Capital Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, and supports its services with research, model portfolios, and technology-driven strategies.

Robert Tendler is a CFP®-credentialed financial advisor with 40 years of industry experience, currently with LPL Financial since 2024. He previously worked at Wells Fargo Advisors for eight years. Outside of his advisory role, he is involved with Tendler Consulting Group, Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.