Matthew Peterman is a financial advisor with LPL Financial in Tysons Corner, VA, holding a Series 66 designation and 28 years of industry experience. He previously worked at Cetera Advisors LLC and Vestax Securities Corporation before joining LPL Financial in 2010. Outside of advisory work, he is involved in tax preparation and accounting services through a tax consulting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Steven Alvarez is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Bank, and George Mason University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services delivered through a large network of advisors and utilizes various investment platforms alongside machine-learning tools for operational support.

Samuel Gilbert is a financial advisor with LPL Financial in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Citigroup Global Markets from 2000 to 2007 before joining Linsco Private Ledger in 2007. Gilbert is also an author of books outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing diverse strategies and advanced tools, while maintaining a broad platform that includes insurance, credit, and banking partnerships.