Angela Sergent is a financial advisor with LPL Financial based in Madison, WI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Old National Bank and LPL Financial since 2014. Her activities include participation in a banking product referral program at Old National 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Adam Carlat is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 13 years of industry experience. His prior roles include positions at Morgan Stanley and PlanMember Securities Corporation, and he has operated his own advisory firms since 2016. He is also involved in marketing insurance products as an agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering various advisory programs, financial planning, and brokerage services through a national network of representatives.

Edgar Wright is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at StoneX Advisors Inc., Morgan Stanley, and Edward Jones. Wright is also involved in a wealth and retirement planning business under EAW Wealth & Retirement Planning LLC. 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 advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Timothy Leveroni is a financial advisor with LPL Financial in Braintree, MA, holding a Series 66 designation and having 16 years of industry experience. He has been with LPL Financial since 2009 and also operates Leveroni Financial Management. He provides notary services as a minor additional business activity. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Castanares is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 11 years. 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 and various model portfolio strategies.

Amanda Kingrey is a financial advisor with LPL Financial who holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at the US Census Bureau and Beckett Springs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Patricia Loris is a financial advisor with LPL Financial in Waterford, WI, holding a CFP® designation and Series 66 license. She has 23 years of industry experience, including prior roles at Securities America Advisors and Securities America, Inc. Since 2019, she has been with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios from both internal and third-party sources.

Senh Ly is a financial advisor with LPL Financial in Sacramento, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2007 and has a concurrent role at Golden 1 Credit Union since 2005. Outside of advising, he is also active as a real estate agent assisting clients in buying and selling properties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and technology.

Daniel Verdugo is a financial advisor with LPL Financial holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. Verdugo is also involved in real estate rental activities outside of his advisory role. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research.

Michael Jilling is a financial advisor with LPL Financial in Wakefield, Rhode Island, holding a Series 66 credential and 25 years of industry experience. He has been with LPL Financial since 2013. In addition to his advisory work, he is a commissioned notary public. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Madison Matthews is a financial advisor at LPL Financial with one year of industry experience. Madison holds the Series 66 designation and previously worked at Equitable Advisors. Outside of financial services, Madison is involved as a home health aide on weekends with Quality Health Care. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Erin Candler is a financial advisor at LPL Financial with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at People's United Advisors, Inc. and People's Securities, Inc. since 1990. 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, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Jennifer Valley is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc., Park Avenue Securities, and Guardian Life Insurance. Valley is involved with Uncommon Financial, Inc., where she dedicates a significant portion of her time. LPL Financial serves 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 other services with both discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Daniel Meyer is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at M&T Securities for eight years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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 services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches alongside model portfolios and research from multiple sources.

Jackson Johnson is a Series 66-licensed financial advisor with LPL Financial, based in Tobaccoville, NC, and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Allegacy Federal Credit Union and CUSO Financial Services, LP, and spent four years with Edward Jones Investments. He serves as a board member for the King Public Library in King, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and technology solutions.

Christopher Mulligan is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Mulligan also operates an investment-related business and a separate entity for tax and investment purposes. 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 representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research.

York Mendoza is a Series 66-registered advisor with LPL Financial, based in Salem, OR, with two years of industry experience. He has worked previously at Ameriprise, SAGEPOINT FINANCIAL, and Pearson Financial Group. Mendoza has a background that includes both financial advisory roles and time spent traveling and playing soccer. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, offering both discretionary and non-discretionary management along with model portfolios and research support.

Thomas Lofy is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and with 24 years of industry experience. He has been with LPL Financial since 2003. Outside of advising, Mr. Lofy is involved in estate planning through his ownership in a legal services firm and operates as an independent agent selling non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and extensive research resources.

Brian Ormord is a financial advisor with LPL Financial in Dubuque, IA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has worked with LPL Financial since 2004 and is also affiliated with Premier Bank and RetireRight, LLC. LPL Financial is a national firm that serves individuals, retirement plans, institutions, and charitable organizations through a network of adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Miklos Gudricza Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mass Mutual and Waddell & Reed, Inc. He is based in Westport, CT. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research resources, and technology solutions.