William Settembrino is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 30 years of industry experience. He previously worked at Professional Financial Consultants for 25 years and at Cadaret, Grant & Co., Inc. for 28 years. Outside of his advisory role, he is the president and owner of Allset Consultants. 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 advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Zachary Landy is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. and has experience in collegiate athletics and player development, including roles at Vassar College, Utica University, and Mohawk Valley Baseball Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Aaron Verdile is a Certified Financial Planner® with 13 years of industry experience, currently affiliated with LPL Financial. He previously worked at Cadaret, Grant & Co., Inc. and Pruco Securities LLC, and has been the owner of EXT Productions, LLC since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, and retirement plan consulting services.

Philip Fulco Jr. is a Certified Financial Planner® associated with LPL Financial, with 35 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Pinnacle Planning for 15 years and has operated Professional Financial Consultants since 2017. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a broad network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.