Matthew Peterman is a financial advisor with LPL Financial in Tysons Corner, VA, holding a Series 66 designation and bringing 28 years of industry experience. He has been with LPL Financial since 2010. Outside of advisory work, he is involved in tax preparation and accounting services through Towers Crescent Tax & Consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios and research from various sources.

Steven Alvarez is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2024, he worked at Truist Advisory Services and Truist Investment Services from 2021 to 2024, and at BB&T Securities and BB&T Bank between 2017 and 2021. He also has experience working at George Mason University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Samuel Gilbert is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Linsco Private Ledger since 2007. Gilbert is also an author of books. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.