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Mitchell H

CFP®, Series 63, Series 65

Denver, NC

LPL Financial

Mitchell Harris is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial in Denver, NC. He has been with LPL Financial since 2013. In addition to his advisory role, he is a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 63, Series 65

Irvine, CA

LPL Financial

Barbara Stowell is a financial advisor with LPL Financial in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with LPL Financial since 2004. Stowell is active in business networking through her involvement with BNI in Irvine. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory and brokerage services supported by in-house and third-party research and portfolio management tools.

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

Series 66

Palos Park, IL

LPL Financial

David Morales is a financial advisor affiliated with LPL Financial, holding a Series 66 designation and bringing 15 years of industry experience. He has worked with BMO Harris Financial Advisors since 2014 and joined LPL Financial in 2021. Morales owns Mila Mores Group, Inc., a business unrelated to investment management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, utilizing discretionary and non-discretionary management, model portfolios, and technology-driven research solutions.

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

Series 66

Englewood, CO

LPL Financial

Chester Wallace Jr. is a financial advisor with LPL Financial in Englewood, CO, holding a Series 66 designation and 25 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. from 2008 to 2020 before joining LPL Financial in 2020. Outside of his advisory work, he is involved with several business entities related to tax and investment purposes. 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 services with both discretionary and non-discretionary management options supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Karla U

Series 63, Series 65

Ballwin, MO

LPL Financial

Karla Ukman is a financial advisor with LPL Financial in Ballwin, MO, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior experience includes seven years at Pruco Securities, LLC, followed by multiple years at LPL Financial. She is also the owner of Artemis Financial Planning, LLC and Artemis Wealth Management LLC, non-investment related entities. 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, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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Jason H

CFP®, Series 66

Clearwater, FL

LPL Financial

Jason Hunt is a CFP®-certified financial advisor with 19 years of industry experience. He has worked at LPL Financial since 2018 and previously spent nine years with INVEST Financial Corporation. Hunt is also involved in non-variable insurance activities through the Life Brokerage Financial Group. 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 a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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

Series 63, Series 65

Coconut Creek, FL

LPL Financial

Ralph Munroe is a financial advisor with LPL Financial in Coconut Creek, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes six years at Cuna Brokerage Services, Inc. and Cuna Mutual Group. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

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

CFP®, ChFC®, Series 63, Series 65

Powell Butte, OR

LPL Financial

Anders Ramstad is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and over 21 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, where he spent 15 years. In addition to his advisory role, he is a managing member of Finity Group LLC and holds copyrights to the publication "Financial Planning Basics for Doctors." 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party sources.

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

CFP®, Series 63, Series 66

Milwaukee, WI

LPL Financial

Spencer Butterbrodt is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial in Milwaukee, WI. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, U.S. Bank, and Trust Point, Inc. Butterbrodt is also a notary. LPL Financial is an 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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

CFP®, Series 63, Series 65

St Petersburg, FL

LPL Financial

Jonathan Wilkins is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at firms including Charles Schwab, Payant Wealth Management Group, and Sagepoint Financial. Wilkins is also a commissioned notary in Parrish, Florida. 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 a range of advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

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

Series 63, Series 66

Watkinsville, GA

LPL Financial

Timothy Conway is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He previously worked with Cetera Advisors LLC and Green Financial Resources, LLC. Outside of his advisory work, he is involved with Rich Music Inc, a communication conduit based in Miami. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

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

Series 63, Series 65

Waxhaw, NC

LPL Financial

Gary Collins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, Collins operates SCM Arms, a business licensed to buy, sell, and manufacture firearms. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and third-party research.

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

Series 63, Series 66

Somerset, MA

LPL Financial

Robert Levesque is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1989. Outside of his advisory role, he is also a licensed real estate salesperson. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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

CFP®, Series 63

Springfield, MA

LPL Financial

Ty Martinelli is a CFP®-designated financial advisor with LPL Financial, based in Springfield, MA, and has 21 years of industry experience. He previously worked at Mariner Financial Group, LLC for four years and has been with LPL Financial since 2011. Martinelli also works as an independent agent selling life insurance. 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, and retirement consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Michelle K

Series 66

Eau Claire, WI

LPL Financial

Michelle Klass is a financial advisor with LPL Financial in Eau Claire, WI, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Principal Life Insurance and Bernicke Wealth. She is also a licensed notary in Wisconsin. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with model portfolios, research, and various investment strategies.

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

Series 66

Denver, CO

LPL Financial

Daniel Mozer is a financial advisor with LPL Financial based in Denver, CO, holding a Series 66 designation and 15 years of industry experience. He has worked at Zions First National Bank/Vectra Bank Colorado and Bank of Colorado, and has prior experience with Raymond James Financial Services. Mozer also serves as a relationship manager for wealth and fiduciary services at ZB, N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Vito P

Series 63, Series 65

Addison, IL

LPL Financial

Vito Partipilo is a financial advisor with LPL Financial in Addison, IL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at LPL Financial since 2021 and at BMO Harris Financial Advisors since 2016. Outside of his advisory role, he holds a part-time position with Merieux NutriScience - BioFortis starting in 2025. 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, including discretionary and non-discretionary management, supported by research and technology tools.

College savings (529s, UTMA, etc.)
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Alisha H

Series 65, Series 63

Bozeman, MT

LPL Financial

Alisha Hill is a financial advisor at LPL Financial in Bozeman, MT, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining LPL Financial and Intermountain Financial in 2025, she worked at Gulliford Sales Company and Printing Industries of Utah. Outside of her advisory role, she is associated with Rodan & Fields and maintains a business entity, Danny Boy Entertainment LLC, for tax purposes. 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, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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

CFP®, Series 63, Series 65

Hendersonville, TN

LPL Financial

Michael Burke is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with LPL Financial and has previously worked at Old National, Capstar Wealth Management, and SunTrust Advisory Services. His background includes roles at multiple wealth management and advisory firms. 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, utilizing model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Joseph D

Series 66

Wolfboro, NH

LPL Financial

Joseph Di Biasi is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research and various investment strategies.

College savings (529s, UTMA, etc.)
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