Matthew Heeter is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at American Portfolios Financial Services Inc. and OSAIC, and from 2013 to 2018, he was employed at Baiting Hollow Golf Club. He holds the Series 66 designation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

David Irving is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Pioneer Investment Management, American Portfolios, and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 model portfolios, research, and technologies such as machine learning to support diverse investment strategies.

Nicholas Klopsis is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc. and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and various portfolio management solutions.

James Verdi is a financial advisor at LPL Financial with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining LPL Financial in 2025, he worked at OSAIC and American Portfolios. Outside of his advisory role, he is a business owner involved with E & S Payroll Services and serves as a notary in New York. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.