Glenn Weisner

James Mc Mahon is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services, Stifel Nicolaus & Co Inc, and Kestra Investment Services. Outside of his advisory role, he owns JAM III, LLC, which manages rental properties and Airbnb rentals. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional trust solutions.

Annie McLaughlin is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and previously worked at Citi for six years. Outside of her advisory role, she is a business owner associated with Lincoln University, PA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings.

Katelyn Matsuda is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. She has been in the industry for less than one year, with prior experience at Wells Fargo and First Interstate Bank. Outside of her advisory role, she is a business owner of Diamond T K LLC in Livingston, MT. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by in-house research and various portfolio management options.