Kelly Zito is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 10 years of industry experience. Prior to joining LPL Financial in 2025, Kelly worked at Lincoln Financial Advisors from 2015 to 2025. Kelly is also a Notary Public in New York State. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by model portfolios, research, and technology-driven approaches.

Michael Johnson is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. He has worked at Lincoln Financial Advisors Corporation for 27 years before joining LPL Financial in 2025. Johnson is based in Rochester, NY. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning and a variety of advisory programs, employing both discretionary and non-discretionary management strategies supported by LPL Research and third-party subadvisors.

Joseph Hurlimann is a financial advisor at LPL Financial with 27 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Lincoln National and Lincoln Financial Advisors for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across a range of investment strategies.

William Johnson is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Lincoln Financial and OSAIC. He has also held positions outside of finance, including roles at the Sands Constellation Heart Institute and the Webster Parks and Recreation Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, 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 with both discretionary and non-discretionary management options.