Nicklaus Sabb is a financial advisor with LPL Financial in Austin, TX. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Triple N Management LLC and has a background that includes roles associated with Baylor University, 2020 Family Vision, Texas Movie Bistro, and education at Canyon Ridge Middle School and Vandegrift High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management along with research-supported model portfolios and diverse investment options.

Terry Gries is a financial advisor with LPL Financial in Hibbing, MN, holding a Series 66 designation and bringing 18 years of industry experience. His career includes roles at Riverwood Bank, Wachovia Securities, and The Oak Ridge Financial Services Group, Inc. He also works as an insurance broker through In Source. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutional organizations, offering various advisory programs and financial planning services.

Brett Weldon is a Series 66-licensed financial advisor with five years of industry experience, currently with LPL Financial since 2026. His prior experience includes six years at Morgan Stanley Smith Barney LLC and roles at Lizard Thicket Boutique, Cru, and Renasant Bank. 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 and financial planning services, with both discretionary and non-discretionary management supported by research and diverse investment strategies.

Christopher Wilhoit is a financial advisor with LPL Financial in Stevensville, MD, holding a Series 66 designation and 25 years of industry experience. He previously worked at Kestra Financial Services, Inc. from 2016 to 2019 before joining LPL Financial in 2019. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and consulting services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes a range of model portfolios, research, and technology-driven tools in its investment approach.

Lynn Brix is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

Justin Morales is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked in various roles at BrassCraft Manufacturing, Rheem Manufacturing, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Best Plumbing Specialties, United Rentals, and Republic Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 both discretionary and non-discretionary management options.

Joshua Wessels is a financial advisor with LPL Financial in Lynnwood, WA. He holds Series 65 and Series 63 designations and joined the industry in 2026. Prior to joining LPL Financial, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has experience in various roles outside the financial sector, including several years in delivery and logistics services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and technology-driven strategies.

Andrew Seitz is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 10 years of industry experience. He has previously worked at The Huntington Investment Company, The Huntington National Bank, and Fidelity Brokerage Services LLC. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tony Krvaric is a financial advisor with LPL Financial in San Diego, CA, holding a Series 63 designation and with 28 years of industry experience. He has worked at LPL Financial since 2025, following roles at OSAIC and Woodbury Financial Services, Inc. He also manages Krvaric Capital, his advisory and risk management business founded in 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Richard Poligala is a CFP®-credentialed financial advisor with 21 years of industry experience, currently practicing at LPL Financial in San Antonio, TX. Prior to joining LPL Financial in 2018, he worked for USAA in various financial advisory and planning roles from 2015 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

James Pettigrew Jr. is a financial advisor with LPL Financial in Nashville, TN, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Sinor Marcum Group, Joshua Marcum, Thomas Sinor Jr., Waddell & Reed, Inc., and various insurance carriers. 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 and services with both discretionary and non-discretionary management supported by extensive research and technology.

Sarah Baucom is a financial advisor with LPL Financial in Wilmington, NC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, she was involved with Utility Management Services and worked in the restaurant and service industries. Additionally, Baucom pursues artistic and musical activities through InColor Designs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

James Celico is a financial advisor at LPL Financial with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL, he worked at Linsco/Private Ledger Corp. for 23 years. In addition to advising, he is an independent insurance agent selling term, disability, and long-term care insurance products. 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, and provides both discretionary and non-discretionary management supported by research and model portfolios.

Jordan Sandler is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and four years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., and Equitable Advisors. Outside of his advisory role, Sandler is involved with Sandler and Sandler Tax and Accounting Services, a tax preparation and accounting business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by research and model portfolios.

David Casey is a CFP® professional with over 32 years of experience in the financial services industry. He has been with LPL Financial since 2015 and also works with Delta Community Credit Union. He serves as an Army officer in the Georgia Army National Guard. 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 approaches supported by in-house and third-party research.

Stephen Cote is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include 14 years at KMS Financial Services and brief tenures at Securities America Advisors, Inc. and Securities America, Inc. Outside of advisory work, he sells various types of insurance products as a licensed agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Myles Firey Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He has held prior roles at Cadaret, Grant & Co., Inc. for 18 years and has been involved with Myles R. Firey & Co., Inc. for over three decades, where he currently serves as Vice President. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Felicia Erwin Sanders is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she works as an independent agent selling United Healthcare health and Medicare products, provides tax preparation services, serves as a commissioned notary public in Texas, and is a board member of a nonprofit municipal utility district. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by model portfolios and research, and incorporates both discretionary and non-discretionary management options.

Samson Maxbauer is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. Maxbauer is involved in a non-investment business entity, S.A.M. Advisory LLC. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Sanjay Das is a CFP® professional with 33 years of industry experience, currently advising at LPL Financial since 2017. Prior to that, he worked for 15 years at National Planning Corporation. He is also an instructor at Golden Gate University and a speaker for a parent-focused seminar series. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide 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 LPL Research and third-party providers.