Michael Kostich Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior affiliations include Parker Lane LLC and H.D. Vest Advisory Services, where he worked for nearly three decades. Outside of advising, he is involved in tax preparation and accounting through a CPA practice in Pinehurst, NC. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Chemerin Gregg is a CFP® with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to joining LPL, Gregg worked at Parker Lane LLC and Wealth Planning Advisors Inc, among other firms. Outside of advisory work, Gregg is involved in a tax preparation and accounting business and holds an outside employment position at Bonefish Grill. 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 range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.