Hillaree Bosch is a CFP® professional with 10 years of industry experience, currently serving as an advisor at LPL Financial since 2024. Prior to joining LPL, she has been affiliated with Money Concepts Capital Corp since 2015. Bosch is involved in conducting seminars through Benefit Planning, Inc., an activity related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Mark Stivers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Money Concepts Capital Corp for 11 years and has operated Benefit Planning since 2007. He also conducts seminars through Benefit Planning, which is a separate non-investment business activity. 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 broad range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, leveraging both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Anthony Tinsley is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Money Concepts Capital Corp and Benefit Planning Inc. He is also involved in non-investment business activities through TN Enterprises LLC and conducts seminars through Benefit Planning 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 variety of financial planning and investment management solutions, utilizing a large network of advisors and diverse strategies including model portfolios and third-party asset management.