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Jared L
Series 66
Eldorado, IL
LPL Financial
Jared Leslie is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Banterra Insurance & Investments Inc., The Assurance Group, and Modern Woodmen of America. Outside of his advisory work, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.
Leo M
Series 63, Series 65
Murfreesboro, TN
LPL Financial
Leo Meany is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including First Tennessee and Concourse Financial Group Securities. He is based in Murfreesboro, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, utilizing various portfolio strategies and technology tools, supported by a large network of advisors.
Anne C
Series 66
White Hall, IL
LPL Financial
Anne Clayton is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Transamerica Financial Advisors, and Equitable Advisors. Outside of advising, she is a co-owner of JACS Global Logistics LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by operational tools such as machine learning.
Lea Anne C
Series 66
Moyock, NC
LPL Financial
Lea Anne Creekmore is a financial advisor with LPL Financial holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at Lincoln Investment, Capital Analysts, Truist Investment Services, BB&T, PNC Wealth Management, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing a broad network of investment adviser representatives and technology-driven research tools.
Nareg N
Culver City, CA
LPL Financial
Nareg Niazi is a financial advisor with LPL Financial in Culver City, CA, holding two years of industry experience. He has operated the NIAZI CPA Group since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, with support tools that assist advisors but do not make investment decisions.
Robert C
Series 63, Series 65
Rocky Hill, CT
LPL Financial
Robert Cosentino Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He has worked at LPL Financial since 2011 and previously spent eight years with Webster Investment Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Jesse H
Series 66
Jacksonville, OR
LPL Financial
Jesse Hilyard is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL, he worked in the automotive industry and attended Northwest Nazarene University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Laura D
CFP®, Series 63
Lancaster, PA
LPL Financial
Laura Dill is a financial advisor at LPL Financial based in Lancaster, PA, holding the CFP® and Series 63 designations with 12 years of industry experience. Her prior roles include positions at Ic Advisory Services, Inc., The Investment Center, Inc., Lancaster Financial Group, LLC, and Cadaret, Grant & Co., Inc. She serves on the boards of the Red Rose Veterans Honor Guard and the Building Bridges Foundation at Anderson Farm and volunteers with the office of U.S. Representative Lloyd Smucker and the Naval Academy Blue and Gold program. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a range of investment approaches including model portfolios, third-party asset management, and customized strategies, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.
Joel G
Series 65, Series 66
Folsom, CA
LPL Financial
Joel Gourdin is a financial advisor with LPL Financial based in Folsom, CA, holding Series 65 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Morgan Stanley and Principal Funds Distributor, Inc. He has also been affiliated with the Mariner Independent Advisor Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
James F
Series 66
Boca Raton, FL
LPL Financial
James Franskousky is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Edward Jones, BNY Mellon Securities Corporation, AllianceBernstein L.P., and Private Wealth LLC. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced research and operational tools.
Wayne M
CFP®, ChFC®, Series 66
Bedford, NH
LPL Financial
Wayne Mccormick is a CFP® and ChFC® affiliated with LPL Financial, with 16 years of experience in the financial services industry. He has held positions at several firms including Steward Partners and Raymond James Financial Services. McCormick serves as secretary and board member for Families in Transition, a nonprofit organization based in Manchester, NH. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging a large network of advisors and integrated operational tools.
Stephen R
Series 63, Series 65
Phoenix, AZ
LPL Financial
Stephen Riordan is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include nine years at BMO Harris Financial Advisors and over two decades at M&I Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.
Thomas S
Series 66
Frisco, TX
LPL Financial
Thomas Sanneman is a financial advisor with LPL Financial in Frisco, TX, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Ameriprise from 2003 to 2010. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Rodney B
Series 63, Series 66
Flowood, MS
LPL Financial
Rodney Brown is a financial advisor with LPL Financial in Flowood, MS, holding Series 63 and Series 66 credentials and having 27 years of industry experience. He previously worked at National Planning Corporation for three years and has operated Rodney Brown Insurance since 2010. Brown also serves as a FINRA non-public arbitrator, participating occasionally on arbitration panels. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.
Dale N
Series 63, Series 66
Aberdeen, SD
LPL Financial
Dale Nelsen is a financial advisor with LPL Financial in Aberdeen, SD, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. His career includes long tenures at Great Western Bank and its successor First Interstate Bank, as well as positions at Cetera and Raymond James Financial Services. He is also a licensed notary and an agent selling fixed life insurance and fixed annuities through Great Western Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.
Carlton G
Series 63, Series 65
Honolulu, HI
LPL Financial
Carlton Gushiken is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including FSC Securities Corporation and Associated Planners Investment Advisory Inc. In addition to his advisory work, he is involved in mortgage and real estate services through Hawaii Development Realty, Inc., where he serves as a real estate broker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.
Shahriar F
Series 63, Series 66
Lathrup Village, MI
LPL Financial
Shahriar Faraji is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His work history includes roles at Michigan First Credit Union, Inland Securities Corporation, and TD Ameritrade, among others. Outside of finance, he has worked as a server at an IHOP restaurant. 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, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.
John S
Series 63, Series 65
Santa Barbara, CA
LPL Financial
John Somerville is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and 43 years of industry experience. He has previously worked at D.A. Davidson & Co., Crowell, Weedon & Co., and Morgan Stanley in various capacities over a span of more than 15 years. 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 financial planning, wrap and model portfolio programs, third-party asset management, retirement advice, and institutional platforms, supporting a wide range of investment strategies through a large network of advisors.
James M
Series 66
Baker City, OR
LPL Financial
James Mahoney is a Series 66-licensed financial advisor with one year of industry experience, currently with LPL Financial. His career includes positions at Edward Jones and work in corrections and small business operations. Outside of finance, he has experience managing a rental and sales business as well as a tools company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of more than 22,800 advisors.
Brandon M
Series 66
Bloomfield Hills, MI
LPL Financial
Brandon Moore is a financial advisor with LPL Financial based in Bloomfield Hills, MI, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and Triad Advisors, Inc. He is also involved as a speaker for White Glove Workshops, a seminar series based in Birmingham, MI. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and technology tools.
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