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Q3 2025 Plan Participant Newsletter

Contact

Office: (508) 460-8889

133 West Main Street

Suite 201

Marlborough, MA 01752

joe.delano@lpl.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC. and broker-dealer

Insurance products are offered through LPL or its licensed affiliates. St. Mary’s Credit Union and Delano Financial Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Delano Financial Management, and may also be employees of St. Mary’s Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, St. Mary’s Credit Union or Delano Financial Management. Securities and insurance offered through LPL or its affiliates are:

- Not Insured by NCUA or Any Other Government Agency
- Not Credit Union Guaranteed
- Not Credit Union Deposits or Obligations
- May Lose Value

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, West Virginia, Wisconsin.

Your Credit Union (St. Mary's Credit Union) provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.