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Mason G
Series 66
Bloomfield Hills, MI
LPL Financial
Mason Gorris is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. He is also involved in educational activities, serving as a public speaker and presenter for investment-related seminars. 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 model portfolios, research from LPL Research and third-party subadvisors, and a variety of portfolio management options.
Raeanne M
Series 66
Jacksonville, FL
LPL Financial
Raeanne Mc Carty is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at VyStar Credit Union and State Farm. Outside of her advisory work, Mc Carty operates two small businesses, one focused on craft hobby sales and another on portrait photography. LPL Financial is a national 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 model portfolios and research from LPL and third-party subadvisors.
Stephen C
Series 63, Series 66
Brea, CA
LPL Financial
Stephen Cho is a financial advisor with LPL Financial in Brea, CA. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including 14 years with LPL Financial since 2012. LPL Financial is an 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 through a national network of investment adviser representatives.
Matthew V
Series 66
Kimberly, WI
LPL Financial
Matthew Verstegen is a Series 66-licensed financial advisor at LPL Financial with five years of industry experience. He previously worked at Artisan Partners for three years and EY for two years. Matthew operates under a DBA affiliated with LPL Financial. 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 provides financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.
William K
Series 63, Series 66
Indianapolis, IN
LPL Financial
William Kult is a financial advisor with LPL Financial in Indianapolis, holding Series 63 and Series 66 licenses. He has two years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory work, Kult serves as an assistant soccer coach at Heritage Christian. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.
Craig B
Series 63, Series 65
Nashville, TN
LPL Financial
Craig Burgess is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. His career includes nearly two decades at Waddell & Reed, Inc., and various insurance carriers, along with operating the Heirloom Shop for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management across diverse investment strategies.
Peter F
Series 66
Rochester, NY
LPL Financial
Peter Fornarola is a financial advisor at LPL Financial based in Rochester, NY. He holds the Series 66 designation and has been with LPL Financial since 2025. Prior to this, he has worked at M&T Bank since 2015. 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, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.
Charles L
Series 63, Series 65
Penfield, NY
LPL Financial
Charles Larocco Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has previously worked with Commonwealth Financial Group and Cadaret, Grant & Co., Inc. Outside of his advisory work, he is involved in a radio and podcast business called CFG Money Docs and serves as a trustee for two family trusts. 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 investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Jeffrey N
Series 66
Lubbock, TX
LPL Financial
Jeffrey Nelson is a financial advisor with LPL Financial in Lubbock, TX. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Merrill and Wells Fargo Clearing, including Wells Fargo Advisors. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.
Brooks H
Series 63, Series 65
Latham, NY
LPL Financial
Brooks Hastings is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. 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, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.
Nolan G
Series 66
Weatogue, CT
LPL Financial
Nolan Glenn is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at M Holdings Securities, Inc., FactSet Research Systems, and Rocaton Investment Advisors. 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 model portfolios and research from LPL Research and third-party subadvisors.
Joseph R
Series 66
Reno, NV
LPL Financial
Joseph Riley is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to that, he was employed at Waddell and Reed Inc, Cintas, and Target. He is involved in a business entity with his wife for tax and investment purposes. 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 with both discretionary and non-discretionary management options.
Melissa F
Series 63, Series 66
San Diego, CA
LPL Financial
Melissa Frazier is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 17 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining LPL Financial in 2025. Frazier is also a notary. 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 advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.
Sabrina A
Series 63, Series 65
Huntington, CT
LPL Financial
Sabrina Angiolillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with People's United Advisors and People's Securities over the past two decades. Outside of her advisory role, she participates in product testing and mystery shopping activities. 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
George F
Series 63, Series 66
San Diego, CA
LPL Financial
George Feliciano is a financial advisor with LPL Financial in San Diego, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at TD Ameritrade for seven years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, with access to various model portfolios and research.
John S
Series 66
Chandler, AZ
LPL Financial
John Skelton is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 66 designation. He has experience in the insurance industry, having worked at Brown and Brown Insurance of Arizona and Lockton Insurance, and was involved with East Valley Senior Care LLC for six years. He serves as a supervisory board member for Arizona Central Credit Union. 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 through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and institutional services, utilizing model portfolios, research, and advanced technologies.
Elijah M
Series 66
Camp Hill, PA
LPL Financial
Elijah Manning is a Series 66-registered financial advisor with LPL Financial in Camp Hill, PA, with one year of industry experience. He previously held positions at Cambridge Investment Research Advisors and PNC Wealth Management. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.
James D
Series 63, Series 65
Maple Grove, MN
LPL Financial
James Dokken is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank, with additional experience at Woodbury Financial Services and Old National Bank. Dokken holds Series 63 and Series 65 licenses and is based in Maple Grove, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.
Cameron J
Series 66
Austin, TX
LPL Financial
Cameron Johnson is a financial advisor at LPL Financial in Austin, TX. He holds a Series 66 designation and has five years of experience with LPL Financial. Prior to his current role, he worked at Pizza Hut for nine years. 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, incorporating discretionary and non-discretionary management and model portfolios supported by internal and third-party research.
Justin W
Series 63, Series 65
San Jose, CA
LPL Financial
Justin Wright is a financial advisor with LPL Financial based in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Before joining LPL Financial in 2017, he worked at Transamerica Financial Advisors and World Financial Group. He is also employed at Castlewood Country Club. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
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