Daniel Wallach is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2010. Outside of advising, he is involved in real estate development and management through Blox Properties, Inc., and assists individuals in buying or selling homes via CW Realty. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services such as overlay portfolio management and direct indexing.

Elizabeth Rinder is a financial advisor with LPL Financial in Wellesley, MA, holding a Series 66 designation and 10 years of industry experience. She has been with LPL Financial since 2015. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Thomas Powers is a financial advisor with LPL Financial in Wellesley, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial for 28 years. Powers is also involved in the sale of life, disability, group health, and long-term care insurance through a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Joseph Walsh is a financial advisor with LPL Financial based in Wellesley, MA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Beacon Wealth Advisors and LPL Financial since 2016. Outside of his advisory work, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with a range of model portfolios and research resources.