John Holian is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 17 years at National Planning Corporation. Holian is also the owner of Griffin Planning, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisers. The firm offers various advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Joshua Paley is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Merrill, J.P. Morgan Securities, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

John Bell IV is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Park Avenue Securities, Securities America Inc., and Guardian Life Insurance Company. 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 retirement consulting, utilizing both proprietary and third-party research and model portfolios.

Charles Goldie is a Series 66 licensed advisor with LPL Financial in Harrodsburg, KY, and has 19 years of industry experience. He has been with LPL Financial since 2012. 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, with both discretionary and non-discretionary management supported by research and model portfolios.

Garrett Norton is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Hancock Whitney Bank, Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, he is the owner and president of Mayfair Medical, LLC. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Brandy Merriam is a financial advisor with LPL Financial based in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked with Ameriprise for 11 years before joining LPL Financial and the Householder Group Estate & Retirement Specialists, where she provides investment advisory services. Merriam is also involved in managing Generational Wealth Strategies, LLC, a business entity created for tax and accounting 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 investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, utilizing model portfolios and research to deliver both discretionary and non-discretionary management solutions.

Michelle Myers is a financial advisor with LPL Financial based in Greensboro, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2016. 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 and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Paul Mcnulty is a CFP®-credentialed financial advisor with 35 years of industry experience, currently with LPL Financial since 2011. He operates a local business, Boston Metro Advisor, as a DBA for his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions, offering a variety of advisory programs, financial planning, and brokerage services through a large network of representatives.

Jared Black is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a high school soccer official with the Cheyenne Soccer Officials Association and the Colorado Soccer Association. 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 retirement plan consulting and model portfolio management, supported by research from LPL and third-party subadvisors.

James Oneill is a financial advisor with LPL Financial, holding a Series 65 designation and four years of industry experience. His prior work includes roles at Great Valley, Arthur Lea Investments, and an 11-year tenure at Fifth Third Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Tanya Duboue is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked with ENT Credit Union since 1998 and joined LPL Financial in 2025. 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 provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Richard Trasport Jr. is a financial advisor with LPL Financial in Lakeland, FL, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, with prior roles at Cetera Advisor Networks and VOYA Financial Advisors, and has operated under his own name since 1989. He is also commissioned as a notary in the state of Florida. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management, supported by research and advanced portfolio management technologies.

Austin Buck is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior roles at Jesse Snow and Waddell & Reed, Inc. Outside of his advisory role, he operates LifeGoals Strategies Group, a DBA affiliated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Michael Koskuba is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 65 and Series 63 licenses and previously spent 22 years at Victory Capital Advisers and Victory Capital Management. 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 plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Eddy Shum is a CFP® and PFS™ with 37 years of experience in the financial industry. He is currently with LPL Financial and has held prior roles at Grove Point Investments, Grove Point Advisors, H. Beck, and USA Financial Securities Corporation. Shum also operates Peak Retirement, Inc., a business entity he has maintained since 1999. 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 representatives. The firm offers a range of advisory programs and services, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary portfolio management.

Thomas Greuner is a financial advisor with LPL Financial in Edinburg, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked at Prime Financial from 2004 to 2018. 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 retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Shantika Brockington is a financial advisor with LPL Financial in Columbia, SC, holding Series 63 and Series 66 credentials and having 20 years of industry experience. Prior to her current role since 2013, she worked in the beauty industry at Aparis Salon & Spa and Brow Uptown. She is also the owner of I Inspire Beauty LLC, an online retail business specializing in apparel, jewelry, and personal care products. 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 and services, including financial planning, retirement consulting, and access to model portfolios and third-party research.

Mickey Dudish is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked with LPL Financial since 2021 and has been associated with M&T Securities and M&T Bank since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Roy Ruble is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, Ruble provides tax return preparation and bookkeeping services to individuals, real estate agents, and other self-employed professionals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services with access to model portfolios, third-party subadvisors, and research resources.

Vernon Reinike Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Raymond James & Associates. Outside of his advisory role, he is involved in a potential life coaching business under the name The Victorious Creator Rob Reinike. 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, with support from in-house and third-party research and model portfolios.