Nicholas Agnone is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and has 28 years of industry experience. He has previously worked at Osaic Wealth, Inc. and has operated Nicholas Agnone & Co., LLC since 2001. In addition to advisory work, he is involved in tax preparation and accounting services through Nicholas Agnone & Co., LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management across its offerings.

Dolores Mitchell is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2025, she worked for 15 years at OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by comprehensive research and technological tools.

Peter Craig is a CFP® certificant with 11 years of industry experience, currently affiliated with LPL Financial. He has been with LPL Financial since 2025 and maintains a longstanding relationship with A & M Financial and owns Coinsnmore. He is also an author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering diverse advisory programs, retirement consulting, and brokerage services.