Stephen Roque is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in tax preparation and accounting through Aspire Tax & Accounting, and has interests in property and casualty insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-driven investment management solutions.

Todd Bodine is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial industry, he worked for 30 years at General Motors Toledo Transmission Operations. 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 range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management services.