Jason Batista is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 23 years of industry experience, having previously worked at Sagepoint Financial and SII Investments. Batista is also involved with Legacy Financial Advisors, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial services, utilizing model portfolios, research, and various management approaches.

Edward Kiernan IV is a financial advisor with LPL Financial based in Westborough, MA. He holds Series 63 and Series 66 designations and has 24 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and SII Investments, Inc. Kiernan is also involved with Legacy Financial Advisors, Inc., an affiliated business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Denise Iarrobino is a financial advisor with LPL Financial in Westborough, MA, holding a Series 66 license and 15 years of industry experience. Her prior roles include positions at Sagepoint Financial, Inc., Sii Investments, and OSAIC. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Pescatore is a financial advisor with LPL Financial based in Westborough, MA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience, including 14 years with Sagepoint Financial, Inc., and more recent roles at OSAIC and Legacy Financial Advisors, Inc. In addition to his advisory work, he is involved with Legacy Insurance Brokers LLC, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing various investment strategies and technology-driven tools.