James Szykowny Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Cogent Wealth Solutions, VOYA Financial Advisors, Merck & Co., Inc., and Valic Financial Advisors. He is also an independent insurance agent specializing in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Stephen Kennedy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked for Cetera and Cetera Advisors LLC for over a decade before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.