Thomas Lofy is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and with 24 years of industry experience. He has been with LPL Financial since 2003. Outside of advising, Mr. Lofy is involved in estate planning through his ownership in a legal services firm and operates as an independent agent selling non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and extensive research resources.

Lauren Lofy is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 license and three years of industry experience. She has a background that includes legal and accounting roles, running her own law and CPA firms alongside wealth management. Lofy also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research from internal and third-party sources.