James Platania is a CFP® with 43 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. He previously worked at Cetera Advisor Networks LLC for five years. Platania is also an adjunct faculty member at The National Judicial College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Robert Naclerio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is involved with Life Long Coach Advisor, a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Bridget Platania is a financial advisor with LPL Financial in Pompano Beach, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She worked at Cetera Advisor Networks LLC for five years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Thomas Korzon is a financial advisor with LPL Financial in Pompano Beach, FL, holding Series 63, 65, and 66 credentials and over 40 years of industry experience. He has been with LPL Financial since 1999 and has operated his own advisory practice since 1990. Outside of his advisory work, he has managed a real estate rental business since 1997. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by in-house and third-party research resources.