Nicholas Engle is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, Woodbury Financial Services, NYLife Securities, and New York Life Insurance Company. Outside of finance, he serves on the Derby City Council. 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 and integrating research from multiple sources.

Stephen Kearney is a financial advisor with LPL Financial in Norwell, MA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves as a Lieutenant Colonel in the U.S. Army Reserve, where he is involved in command and control responsibilities. 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 various advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from multiple sources.

Allyson Wade is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2024, she worked for Lincoln Financial Advisors from 2018 to 2024. Outside of her advisory work, she has been employed with Visiting Angels since 2018 and previously served with the Military Sealift Command from 2006 to 2018. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management supported by research and various portfolio strategies.

Maryanne Bessler is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2011. In addition to her advisory work, she sells health insurance to small businesses and assists clients in obtaining non-variable 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Richard Little is a financial advisor with LPL Financial holding the ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including previous roles at Raymond James & Associates Inc, InvestCloud, and ownership of Kahn Little LLC, a business unrelated to investment activities. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven investment solutions.

Joseph Palena is a financial advisor with LPL Financial in Vancouver, WA, holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 55 years of industry experience, including prior roles at Raymond James Financial and extensive experience with Palena Associates, Inc. Palena has operated his own advisory business for several decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by diverse investment research and technology solutions.

Noah Ferrio is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked with CUNA Brokerage Services and Cuna Mutual Group since 2015 and joined LPL Financial in 2022. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Patrick Infante is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior firms include CUSO Financial Services, Pruco Securities, Prudential Insurance Company of America, Muriel Siebert Financial, and Wells Fargo Advisors. Outside of his advisory role, he participates in rideshare driving in San Francisco. 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, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and research from LPL Research.

Robert Brewer is a financial advisor at LPL Financial with 32 years of industry experience. He previously worked at H. Beck, Inc. for 25 years and was affiliated with Grove Point Investments, LLC and Grove Point Advisors, LLC for four years. Brewer is a CPA and serves as a board member of the Bryans Road Soccer Association, a nonprofit organization. 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.

Jerome Hansen is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and over 44 years of industry experience. He has worked at LPL Financial since 2010 and has also been involved with Hansen Financial Services, Inc. since 2004. Hansen served as an instructor at the University of Phoenix from 2006 to 2018. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting.

Barry Kemp is a CFP® professional with 32 years of experience in the financial industry. He has worked at LPL Financial since 2023 and previously spent 17 years at Fifth Third Securities. 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 brokerage services, utilizing model portfolios, third-party research, and various management approaches.

Jonathan Porter is a financial advisor at LPL Financial in Maumee, Ohio, holding Series 63 and Series 66 credentials with two years of industry experience. He has been with LPL Financial since 2023. 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 supported by in-house and third-party research.

Guy Schoenborn Jr. is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Pacific Northwest Wealth Management, where he is also involved in tax preparation and accounting services. Schoenborn maintains a business entity for tax and investment purposes associated with Tap Horn Ranch 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, retirement plan consulting, and brokerage services supported by proprietary and third-party research, using both discretionary and non-discretionary management approaches.

Ricky Kalanish is a financial advisor with LPL Financial based in Johnstown, PA, holding the ChFC® designation along with Series 63 and 65 licenses. He has 40 years of industry experience, including 21 years at Ameriserv Financial and 15 years at LPL Financial. 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, offering a range of financial planning, advisory programs, and brokerage services.

Jeffrey Conroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at LPL Financial since 2020 and previously spent five years at Ameriprise Financial Services, Inc. Conroy operates Conroy Wealth Management as a DBA for his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad 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 and integrating research from internal and third-party sources.

Shirley Chan is a financial advisor with LPL Financial in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with LPL Financial since 2010. Outside of her advisory work, she operates a home-based business focused on wine tasting and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 management, supported by proprietary research and third-party subadvisors.

Alfonso Tangherlini is a financial advisor with LPL Financial in Miami, FL, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior work includes roles at Citigroup, Cetera Investment Services, and Regions Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services.

Timothy Moreland is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 11 years of industry experience. His prior work includes roles at AT&T and Prime Communications. Outside of his advisory work, he is involved with Washington Valley Christian Church in Cambridge Springs, PA, serving in a leadership capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and specialized programs for institutional and retail clients.

Niggelenn Holman is a financial advisor at LPL Financial with 14 years of industry experience. Prior to joining LPL Financial in 2025, Holman held roles at Bank of America, Merrill, Edward Jones, J.P. Morgan Securities, and JPMorgan Chase. Holman is also involved with Silver St. Schl. Svcs Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, 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 with both discretionary and non-discretionary management options.

Emily Quatman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. She previously worked with J.P. Morgan Securities and JPMorgan Chase Bank before joining LPL Financial and Bay Federal Credit Union in 2020. 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 advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, research, and technology-driven investment solutions.