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Jeffrey K

Series 63, Series 66

Belmont, MI

LPL Financial

Jeffrey Keessen is a financial advisor with LPL Financial in Belmont, MI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2009. Keessen also writes fixed annuity and life insurance business with several insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and supporting diversified strategies with research from multiple sources.

College savings (529s, UTMA, etc.)
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Robert L

Series 63, Series 65

Hartland, WI

LPL Financial

Robert Leibham is a financial advisor with LPL Financial in Hartland, WI, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been associated with LPL Financial since 2018 and has worked at Johnson Bank since 2002, alongside a prior tenure at INVEST Financial Corporation from 2002 to 2018. In addition to his advisory role, he receives referral compensation from Johnson Financial Group’s Trust Department. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, combining proprietary research and third-party models with discretionary and non-discretionary management approaches.

College savings (529s, UTMA, etc.)
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Anita A

Series 63, Series 65

Avon, OH

LPL Financial

Anita Adams is a financial advisor with LPL Financial in Avon, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at LPL Financial during two periods totaling eight years, and has prior experience with Lincoln Investment Planning, Legend Advisory, The Huntington Investment Company, and Firstmerit Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research in both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Craig F

CFP®, Series 63, Series 66

Dublin, OH

LPL Financial

Craig Forsberg is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. His prior experience includes roles at Lincoln Investment and Legend Advisory Corporation. He is also involved with Endurance Financial Planning, an affiliated business related to his LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and planning services supported by research, model portfolios, and various investment management options.

College savings (529s, UTMA, etc.)
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Stephen G

Series 63, Series 65

Westwood, MA

LPL Financial

Stephen Gentile is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group from 2009 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various management options.

College savings (529s, UTMA, etc.)
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Gregory F

Series 63, Series 65

Valparaiso, IN

LPL Financial

Gregory Farrall is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with LPL Financial since 2010. Farrall is involved with LTCI Partners LLC, focusing on fixed long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio strategies.

College savings (529s, UTMA, etc.)
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Casey W

Series 63, Series 66

Tooele, UT

LPL Financial

Casey Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining LPL Financial in 2025, he spent 12 years at Cetera Advisor Networks LLC. Outside of his advisory work, he coaches soccer locally and owns a sculpting studio business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research and portfolio management services.

College savings (529s, UTMA, etc.)
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Stephen I

CFP®, Series 66

Birmingham, AL

LPL Financial

Stephen Iaconis is a CFP® professional with 24 years of experience in the financial services industry. He has been with LPL Financial since 2012 and previously worked at Level Four Advisory Services from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Jennifer S

Series 66

Carlsbad, CA

LPL Financial

Jennifer Schroeder is a Series 66-credentialed financial advisor with 17 years of industry experience. She is currently with LPL Financial since 2023 and was previously at Commonwealth Financial Network from 2015 to 2023. Schroeder volunteers as a greeter for AARP’s VITA free tax preparation program serving seniors and low-income households. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

College savings (529s, UTMA, etc.)
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Korey R

CFP®, Series 63, Series 65

Fort Worth, TX

LPL Financial

Korey Rogers is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2020. His prior experience includes roles at Wells Fargo Advisors and Edward Jones, spanning over a decade. He is also involved with 728b Ranch, LLC, a business entity unrelated to investment activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Jarrett R

Series 66

Wichita, KS

LPL Financial

Jarrett Raney is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and six years of industry experience. He has previously worked at Meritrust Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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Alan T

CFP®, Series 63, Series 65

Melville, NY

LPL Financial

Alan Tichman is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with LPL Financial since 2018. He also has been associated with INVEST Financial Corp since 2012. In addition to his advisory work, he is involved in non-variable insurance services through Wealth Planners, a business he has operated since 1989. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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David W

CFP®, Series 63

Chaska, MN

LPL Financial

David White is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2000. He also maintains a longstanding role at Old National Bank, where he has worked since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services through a nationwide network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Laura W

Series 66

Little Rock, AR

LPL Financial

Laura Witt is a financial advisor with LPL Financial in Little Rock, Arkansas, holding a Series 66 designation and 16 years of industry experience. Her prior experience includes roles at Simmons Bank, Simmons First Investment Group, and 1 St Global Advisors Inc. She is involved with Simmons Investment Services, a DBA related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Karen T

CFP®, Series 66

Seattle, WA

LPL Financial

Karen Thomas is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2021. She previously worked at Einberger Financial Planning Inc. for 14 years and has experience with Waddell & Reed Inc. and various insurance carriers dating back to 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of investment strategies.

College savings (529s, UTMA, etc.)
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Anne G

Series 66

Lakewood, CO

LPL Financial

Anne Garland is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has been with LPL Financial since 2022 and is also involved with Fit Denver LLC, a business she has operated since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research support.

College savings (529s, UTMA, etc.)
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Matthew C

Series 63, Series 65

Littleton, CO

LPL Financial

Matthew Carpinelli is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved with AFC Wealth Management Group, which engages in life insurance and annuity sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, model portfolios, and research from various sources.

College savings (529s, UTMA, etc.)
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Mason M

CFP®, Series 66

Mesa, AZ

LPL Financial

Mason Massow is a CFP® professional with four years of industry experience, currently advising at LPL Financial. He previously worked at Raymond James Financial Services Advisors and Raymond James Financial Services Inc. Massow has also held roles outside of finance, including positions at The Summit at Sunland Springs Assisted Living and Pacific Sunwear of California. Additionally, he is associated with Massow Wealth Strategies in a support capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Kevin E

CFP®, Series 63, Series 65

Binghamton, NY

LPL Financial

Kevin Ekstrom is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at ChangePath, LLC and Partnervest Advisory Services LLC. He has been a partner at Covenant Wealth Advisors, LLC since 2004, where part of the business involves life, health, and annuity sales, and he also has a partnership interest in Covenant Realty Holdings, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services with access to multiple portfolio management and research resources.

College savings (529s, UTMA, etc.)
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Anthony B

Series 63, Series 65

Georgetown, KY

LPL Financial

Anthony Brown is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Central Bank and Trust and Co., Central Investment Center, Inc., and Raymond James Financial Services. He also serves as a Vice President and Officer at Central Bank and Trust and Co. and Central Investment Center, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party subadvisors, and various investment strategies.

College savings (529s, UTMA, etc.)
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