Marion Gilman is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial in Peabody, MA. She has been with LPL Financial since 2000 and previously worked with Freedman Financial Associates, Inc. for 22 years. 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.

Christian Karcher is a financial advisor with LPL Financial in Peabody, MA, holding a Series 66 license and having 10 years of industry experience. He has worked since 2016 with various firms, including Freedman Financial Associates and Commonwealth Financial Network. 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 portfolios, third-party asset management, and institutional platforms.

Marc Freedman is a CFP® with 35 years of experience in the financial industry. He has been with LPL Financial since 1991 and previously operated Freedman Financial Associates, Inc. for ten years. Freedman is also an author of financial planning books focused on serving the mass affluent market and delivers presentations to financial professionals on this topic. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.