Hunter Dempsey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at LPL Financial and Balance Wealth Advisors, among other firms. Dempsey is involved with Balance Wealth Advisors outside of his primary role. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with research and model portfolio support.

Leo White is a financial advisor with LPL Financial in Wellesley, MA, holding a Series 66 designation and 25 years of industry experience. His career includes previous roles at American Express Financial Advisors, Stratos Wealth Partners, Ltd, and Cadaret, Grant & Co., Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Amy O'Connell is a financial advisor at LPL Financial and holds a Series 66 designation. She has over 25 years of industry experience, having previously worked at Ameriprise Financial, Balanced Wealth Advisors, and Cadaret Grant & Co., Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services supported by research, model portfolios, and a range of investment strategies.