RECEIVE $25* FROM iTHINK FINANCIAL FOR MEETING WITH AN iTHINK WEALTH MANAGEMENT** FINANCIAL PROFESSIONAL
Offer valid 10/01/25–10/31/25.
Want to focus on your long-term financial goals? Meet with an advisor at any one of the complimentary member Meet and Greets from 8:30 a.m. to 4:00 p.m. at the following branch locations:
Georgia
- Kennesaw: Friday, October 3rd
- Morrow: Wednesday, October 8th
- Jasper: Wednesday, October 15th
- Roswell: Friday, October 17th
- Marietta: Monday, October 20th
- North Atlanta: Friday, October 24th
Schedule an appointment with Rob Means today!
678.569.1669 | ithinkfi.org/wealth | rob.means@lpl.com
South Florida
- Palm Beach Gardens: Friday, October 3rd
- Delray Beach: Wednesday, October 8th
- Boynton Beach: Thursday, October 9th
- Boca Raton: Wednesday, October 15th
- North Ft. Lauderdale: Friday, October 17th
- Royal Palm Beach: Wednesday, October 22nd
- West Palm Beach: Friday, October 24th
Schedule an appointment with Rene Fonseca today!
561.982.7706 | ithinkfi.org/wealth | rene.fonseca@lpl.com
Treasure Coast
- Vero Beach Airport: Tuesday, October 14th
- Stuart: Thursday, October 16th
- Vero Beach US 1: Monday, October 20th
- Fellsmere: Tuesday, October 21st
- Hutchinson Island: Wednesday, October 22nd
- Ft. Pierce: Thursday, October 23rd
- Port St. Lucie: Wednesday, October 29th
- Sebastian: Thursday, October 30th
Schedule an appointment with Brian Riley today!
513.907.5137 | ithinkfi.org/wealth | brian.riley@lpl.com
Call iTHINK Financial at 800-873-5100, extension 8665, today to take advantage of this Limited-Time Offer.
*Participate in a complimentary financial consultation via phone or in person with an iTHINK Wealth Management Financial Advisor between October 1, - October 31, 2025, and receive a $25 bonus. The $25 bonus will be deposited into your iTHINK Financial membership savings account by November 30, 2025. Bonus payments are sponsored and paid for by iTHINK Financial. No purchase necessary. Limit one (1) bonus per potential investor/consultation and one (1) referral per year per member. Current iTHINK Wealth Management clients are ineligible for bonus.
**Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker- dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. iTHINK Financial Credit Union and iTHINK Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using iTHINK Wealth Management and may also be employees of iTHINK Financial Credit Union. These products and services are being offered through LPL, or its affiliates, which are separate from and not affiliates of iTHINK Financial Credit Union or iTHINK Wealth Management. Securities and insurance offered through LPL or its affiliates are
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union ("Financial Institution") 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 Financial Institution to make these referrals, resulting in a conflict of interest. The Financial institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html