James De Falco is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including National Planning Corporation and Assetmark, Inc. Prior to joining LPL Financial in 2017, he spent time with National Planning Holdings and Strong Capital Management Inc. 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, supported by a network of over 22,800 advisors.

Daniel Chory is a CFP® professional affiliated with LPL Financial, with four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Cycad Management. 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 access, and institutional platforms.

John Obrien is a financial advisor at LPL Financial with 31 years of industry experience. He previously worked at Penates Group Inc. and Otto Capital Management for 15 years each, and at Raymond James Financial Services for 3 years. Outside of advising, he is involved with a real estate services business under the name Eclipse Realty. 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 and third-party asset management, supported by a large network of investment adviser representatives and a variety of investment strategies.

Travis Lutz is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He previously worked at firms including Northbeam, Inc. and Allstate Insurance, and is the owner of Travis Edward Lutz LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by research and technology tools.