Christopher Toscano is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2009. Prior to joining LPL, he worked at Ameriprise from 2004 to 2009. He also provides tax preparation services through McNamara & Toscano Tax Services. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive research tools and a large network of investment adviser representatives.

Claude Romano is a financial advisor with LPL Financial based in Palm Harbor, FL, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. Prior to joining LPL Financial in 2025, he was affiliated with Grove Point Investments, Grove Point Advisors, Lucas Insurance Advisory, Romano Insurance and Financial Planning, H. Beck, Inc., and PRUCO Securities. Outside of his advisory work, Romano owns Warrior One Yoga, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services, including financial planning and access to a variety of investment strategies and institutional platforms, supported by extensive advisor tools and resources.

Tess Zigo is a CFP® certificant with 11 years of industry experience, currently with LPL Financial since 2021. Her prior roles include positions at Valerie Janke and the Financial Planning Association of Illinois. 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Peter Katsarelis is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.