Douglas Lipman is a financial advisor with LPL Financial based in Tarrytown, NY, holding Series 63 and 65 licenses and possessing 30 years of industry experience. He has been associated with The Capital Preserve, Inc. since 2005 and worked at Linsco/Private Ledger Corp. from 2002 to the present, as well as National Planning Corporation from 2000 to 2002. Lipman spends a small portion of his time on the sale of non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting strategies through both discretionary and non-discretionary account management.

Robert Freireich is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2002 and has been involved with The Capital Preserve, Inc. since 2005. Freireich is also a retired attorney. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and asset management services, combining advisory platforms with non-advisory financial activities such as affiliated insurance and banking partnerships.