Chris Potts is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has 29 years of industry experience. Before joining LPL Financial in 2021, he worked at M&T Securities for 16 years and has been associated with M&T Bank since 1985. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing various investment strategies and advisor support tools.

Daniel Pritchett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior work includes 13 years at M&T Securities and ongoing roles at Wilmington Advisors and LPL Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors across various investment strategies.

Julie Matthews Salvo is a financial advisor with LPL Financial in York, PA, holding the CFP® and ChFC® designations and possessing 29 years of industry experience. She previously worked at M&T Securities, Inc. for 18 years before joining LPL Financial and Wilmington Advisors in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment approaches and operational tools.