Gary Stiles is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2021 and previously spent over a decade with Securities America Advisors. In addition to his advisory work, Stiles operates Investment & Tax Services, providing tax preparation and accounting services. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs and financial planning services with both discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Daniel Pelosi is a financial advisor with LPL Financial in Sewell, NJ, holding Series 65 and Series 63 designations and six years of industry experience. His prior experience includes roles at Steele Financial Solutions, Wipfli Financial Advisors, Merrill Lynch, and Abercrombie and Fitch. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.