Aaron Simon is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Commonwealth Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of advisory work, he is the owner of Roseland Real Estate, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Jaime Rheaume is a financial advisor at LPL Financial with 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Commonwealth Financial Network, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory role, he is employed at Segregansett Country Club in Taunton, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 financial planning services, utilizing research and model portfolios from both internal and third-party sources.

William Pyles is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Commonwealth Financial Network and Wells Fargo Clearing and Advisors. Outside of his advisory role, he is involved with the Boston Golf Club in Hingham, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, 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, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various portfolio management strategies.

Jason Stern is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Ameriprise and Fidelity Investments. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting.