James Platania is a CFP® professional with 43 years of industry experience, currently advising at LPL Financial since 2018. His prior experience includes 20 years at Cetera Wealth Services, LLC and five years at Cetera Advisor Networks LLC. He serves as adjunct faculty at The National Judicial College. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by extensive advisor resources and technology tools.

Joel Josephs is a financial advisor with LPL Financial in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior experience includes roles at Gaines Financial Group, Kestra Investment Services, Osaic FS, Independent Advisers Group, Wells Fargo Clearing, and Prudential Equity Group. Josephs is involved with Great Valley Advisor Group, Inc., a registered investment advisor hybrid. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology to assist its advisers.

Robert Naclerio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior roles include positions at Merrill and Bank of America. He is also involved in a non-investment business entity called Life Long Coach Advisor. 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 portfolios, third-party asset management, and institutional platforms.

Bridget Platania is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

Thomas Korzon is a financial advisor with LPL Financial in Pompano Beach, FL. He holds Series 63, 65, and 66 designations and has 40 years of industry experience, including 27 years at LPL Financial and over three decades operating his own advisory practice. 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 services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by extensive advisor tools and a large network of investment adviser representatives.