Nazzareno Spurio III is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, McAdam LLC, and Purshe Kaplan Sterling Investments. Spurio is also involved with Pillar Wealth Partners, a DBA for his LPL business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales and affiliated trust services.

Frank Nelson is a CFP® professional with 14 years of experience at Nelson Financial Planning Services, LLC, an independent firm based in White Plains, MD. He has provided financial planning and consulting services since 2012. In addition to his advisory work, Nelson offers income tax preparation services. Nelson Financial Planning Services specializes in personal financial planning for individuals, corporations, trusts, estates, and charitable organizations. The firm employs a fundamental research approach and emphasizes tailored investment policy statements, non-discretionary account management, and extensive non-securities advice including tax preparation and business consulting.