John Heigl Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2004. 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 institutional client solutions.

Trevor Smith is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 63 designation and has worked previously with FTB Advisors, Inc. and First Tennessee Brokerage Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, with both discretionary and non-discretionary management supported by research and model portfolios.

Mark Sutherland is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to that, he worked for Ameriprise Financial Services, Inc. from 2011 to 2017. 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, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Aaron Colby is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 65 designation and has worked at LPL Financial since 2014. In addition, he has been involved with A Scott Colby PC since 2006. 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 model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

David McDonald is a financial advisor at LPL Financial with 21 years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial in 2025, he worked for nine years at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. 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 and a range of advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

David Ivey is a financial advisor with LPL Financial in Annapolis, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at Nationwide Securities and the Charlie Deale Agency. Outside of his advisory work, he owns Ivey Services Inc., a non-investment-related business in Annapolis. 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 advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Samuel Beals is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Apex Marine, Inc and the Baptist Children's Home. He is also involved with DLP Financial Partners, LLC. 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 provides a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Scott Constable is a financial advisor with LPL Financial in Bend, OR, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at D.A. Davidson & Co., Wells Fargo Clearing, and Wells Fargo Advisors, LLC. 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 financial planning and advisory services, utilizing both discretionary and non-discretionary management and supporting diversified investment strategies through proprietary and third-party research.

Daniel Barsnica is a Series 66 licensed financial advisor with 21 years of industry experience. He joined LPL Financial in 2024 after spending 12 years with TFS Securities, Inc. 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, and brokerage services, employing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Karl Crytser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. He also operates Karl Crytser Financial, providing tax preparation and accounting services. 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 model portfolios and retirement plan consulting, supported by research from internal and third-party sources.

David Altemus is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked for over a decade each. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.

Andrew Villafranca is a CFP® professional affiliated with LPL Financial with 10 years of industry experience. His previous roles include positions at Morgan Stanley, Wells Fargo Advisors, and XML Financial Group. He holds Series 66 and CFP® designations. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

William Simmermon is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial, having joined in 2023, and previously worked at Woodbury Financial Services and M Financial Group. 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, supported by research and model portfolios.

John Marek is a Series 66-credentialed financial advisor with 14 years of industry experience, currently with LPL Financial since 2022. His prior experience includes roles at CUNA Brokerage Services, CUNA Mutual Group, and CETERA Advisor Networks. Outside of finance, he has worked as a CrossFit coach since 2023 and operates a home-based car rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

Deep Patel is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Wells Fargo for two years and has been with LPL Financial since 2023. Patel holds the Series 66 designation. LPL Financial is a national 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 brokerage services supported by model portfolios and research from internal and third-party sources.

Erik Klinger is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Ameriprise Financial Services from 2020 to 2024. Outside of his advisory work, Klinger is involved in several Brazilian Jiu Jitsu academies as a co-owner and president. He is also the founder of Mugen Mindset, a life coaching business. 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 advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Hyman Glasman is a financial advisor with LPL Financial in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and TD Ameritrade. 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 large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and employs technologies such as machine learning in its investment approach.

Andre Campbell is a financial advisor with LPL Financial in Harrisburg, PA, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management and Tax Express. 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, offering various financial planning and advisory programs supported by research and model portfolios.

Anthony Mogle is a financial advisor with LPL Financial in Jackson, MI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Next Financial Group, Inc. for nine years before joining LPL Financial in 2025. He serves as a FINRA Arbitrator, an activity unrelated to investment advising. LPL Financial is a 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, with both discretionary and non-discretionary management supported by research and model portfolios.

Patrick Benson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation, and he has operated Benson Financial Group since 2007. Outside of advising, he is involved in managing an insurance agency. 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 advisers. The firm offers various financial planning and advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.