Jeffrey Myers is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Cadaret, Grant & Co., Inc. for five years. His other activities include serving as an advisor/agent with The Pinnacle Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

James Odonnell Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1993. Outside of his advisory work, he operates an eBay sales business on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. 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 diverse investment strategies.

Matthew Sheffield is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 20 years of industry experience. He previously worked at UBS Financial Services for 16 years before joining LPL Financial in 2024. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research, and technology-driven investment approaches.

Wendy Cundari is a financial advisor with LPL Financial in Belleair, FL, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Her prior experience includes long tenures at Cuna Brokerage Services, Inc. and Cuna Mutual Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Emilie Dercks is a financial advisor with LPL Financial in Appleton, WI, holding Series 63 and Series 65 designations and bringing 11 years of industry experience. Her prior roles include positions at Community First Credit Union, CUSO Financial Services, and Wells Fargo. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services.

Garr Webb is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has been affiliated with LPL Financial since 2009. Outside of his advisory role, he operates Webb Accountancy Corp., a full-service accounting firm established in 1976, and is a partner in a motel business and a commercial real estate investment. LPL Financial serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and various wealth management solutions.

Phillip Knight is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He has previously worked with FTB Advisors, Inc. and First Tennessee Brokerage. 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 and technology tools.

Natacha Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at LPL Financial in two separate periods totaling 14 years and was previously with 1st GLOBAL ADVISORS, Inc. and 1st GLOBAL CAPITAL CORP. for a year 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by in-house and third-party research.

Alan Zinkin is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Sequoia Financial Group, Tudor Securities, EisnerAmper LLP, and BNY Mellon Wealth Management. Outside of advisory work, he performs financial institution duties at VyStar Credit Union and acts as a fiduciary for his father. LPL Financial is a national investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and various technological tools.

David Fanta is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has recently begun his career in the industry. His prior work experience includes roles at Hammer and Hammer Law and various positions during his education at the University of South Carolina. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alan Becker is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been affiliated with LPL Financial since 2014 and also operates Summit Asset Management, Inc. Outside of advisory services, Becker is involved with Life Policy Pros, Inc., a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of adviser representatives. The firm provides a broad range of financial planning and advisory services, including discretionary and non-discretionary management, with access to model portfolios, third-party research, and various investment program options.

Maurice Dennis II is a financial advisor at LPL Financial in Traverse City, MI, holding a Series 66 credential with 25 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2007. Outside of his advisory role, he is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients across the United States. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research and model strategies.

Andrew Lubash is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018. Prior to that, he was with Invest Financial Corporation for 13 years and has longstanding roles at Prestige Employee Administrators and Financial Management Associates Ltd., the latter involving employee benefits insurance sales. 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 advisory programs and financial planning services, including discretionary and non-discretionary management supported by LPL Research, third-party subadvisors, and various portfolio strategies.

Cayla Bensman is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. Her prior work includes roles at Cardinal Health, Smiths Medical, BDO, and Ohio Dominican University. 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.

Madeleine Camilli is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Advia Credit Union and in various roles outside the financial sector. She also serves as a notary and has duties with Advia Credit Union related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 in-house and third-party research.

Matthew Peterman is a financial advisor with LPL Financial in Tysons Corner, VA, holding a Series 66 designation and bringing 28 years of industry experience. He has been with LPL Financial since 2010. Outside of advisory work, he is involved in tax preparation and accounting services through Towers Crescent Tax & Consulting. 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, and utilizes model portfolios and research from various sources.

Wayne Trahms is a financial advisor at LPL Financial with 52 years of industry experience. He holds a Series 63 designation and has previously worked at Packerland Brokerage Services, Inc and Associated Financial Planners. Outside of his advisory role, Trahms is involved in several farming-related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs and financial planning services supported by research and technology-driven strategies.

Edward Chapman is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2005. Outside of his advisory role, he is associated with Lifecycle Financial, LLC. 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 offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Benjamin Whitacre is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations, and has 21 years of industry experience. Prior to joining LPL Financial in 2019, he held various roles at Northwestern Mutual from 2006 to 2019. Whitacre is also a licensed mortgage loan officer involved with Wynn Point Mortgage LLC. 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 wide range of financial planning and advisory programs, leveraging model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management strategies.

Michael Marshall is a Series 66-credentialed financial advisor at LPL Financial with eight years of industry experience. His prior work includes roles at Oak Partners, Inc. and Liberty Mutual Insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios and research from multiple sources.