Jon Coppola is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at M&T Securities and M&T Bank since 2013 and joined LPL Financial in 2023. In addition to his advisory role, he serves as Executive Vice President at M&T Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial services through a national network of investment adviser representatives.

Evan Newton is a financial advisor with LPL Financial in Henderson, NV, holding a Series 66 designation and nine years of industry experience. He previously worked at Ameriprise Financial Services and CUSO Financial Services. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Peter Gilding is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Raymond James Financial Services and Crossroads Financial Services. He has also worked in education and tutoring before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various investment strategies.

Michael Carilli is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Steward Partners Investment Solutions, LLC and Raymond James Financial Services, Inc. He serves as treasurer on the board of the 545 VELO nonprofit and is a board member for St. Luke's Preschool in Dedham, MA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

Colleen Abate is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with LPL Financial. She has previously worked at Ameriprise and ARGI Investment Services, and has experience in public sector roles with Louisville Metro Government. Outside of her advisory work, she provides community living support through Seven Counties in Kentucky. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies across discretionary and non-discretionary management strategies.

Michael Pinkley is a financial advisor with LPL Financial in Conroe, Texas, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been associated with Linsco Private Ledger since 2004 and operates under the DBA Wealth Management Group. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Melissa Clark is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at LPL Financial since 2021 and previously held roles at Wells Fargo Securities and Wells Fargo Clearing 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

Natalia Koritskaya is a CFP® professional with 11 years of industry experience, currently advising clients at LPL Financial since 2025. She previously spent a decade with Ameriprise from 2015 to 2025. 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, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with research and model portfolios.

Ryan Serreyn is a financial advisor with LPL Financial in Marshall, MN, holding a Series 66 designation and 17 years of industry experience. He previously worked at Raymond James Financial Services and Ameriprise Financial Services. Serreyn serves as president of the Marshall Volunteer Fire Department board. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing research, model portfolios, and both discretionary and non-discretionary management approaches.

Brian Grigg is a PFS™-designated financial advisor with 17 years of industry experience, currently with LPL Financial. He has held roles at Avantax Insurance Services, Hughes Ferguson Grigg LLP, and operates his own firms including Grigg Financial Group and Brian Grigg CPA/PFS Inc, which provide tax preparation and accounting services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a broad network of representatives. The firm offers diverse advisory programs, financial planning, retirement consulting, and utilizes research-supported model portfolios with options ranging from discretionary to non-discretionary management.

Jason Seifert is a financial advisor with LPL Financial holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Key Bank. LPL Financial is a national 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 plan consulting, utilizing both discretionary and non-discretionary management approaches along with model portfolios and third-party research.

Marc Miner is a CFP® with 30 years of experience in the financial services industry. He is currently affiliated with LPL Financial, having joined the firm in 2023, and previously worked at Securities America Advisors Inc. and Connecticut Mutual Life Insurance Co. Miner operates an insurance agency in connection with his advisory activities. 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 and financial planning services, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Michael Jones is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 credentials and 21 years of industry experience. He previously worked at First Tennessee Brokerage, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, supported by research and model portfolios.

Jacob Somero is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 credential and nine years of industry experience. His prior work includes positions at Bank of the West, BancWest Investment Services, Merrill, and Randstad, Inc. He is also involved with BMO Investment Services in connection with his work at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of adviser representatives, offering diverse advisory programs and financial planning services.

Richard Gerbracht is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2012. 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 services, including model portfolios and research from both in-house and third-party sources, with options for discretionary and non-discretionary management.

Laura Cooley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has previously worked at firms including Lawley Retirement Advisors, Cadaret, Grant & Co., and BS&P Wealth Management. Cooley is also involved in providing financial planning and consulting services through Lawley Retirement Advisors, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Kevin Vogt is a financial advisor with LPL Financial in Irvine, CA. He holds the Series 63 and Series 66 licenses and has 41 years of industry experience. Prior to joining LPL Financial in 2025, he worked at CUSO Financial Services, LP and has been affiliated with Wescom Financial Services, LLC since 2003. 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 plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Richard Hammond is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Symonds Wealth Management, Principal Securities Inc., Moloney Securities Co., Inc., Alexander Capital LP, and EDI Financial, Inc. Outside of his advisory work, he is associated with Hammond Asset Management, Inc. and Pine Bark Timberland, LLC, both non-investment-related business entities. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Odis White is a financial advisor at LPL Financial with 34 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 33 years and briefly at Wells Fargo Advisors. Outside of his advisory work, he is involved in a cow/calf farming operation in Pleasanton, Texas. 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 retirement plan consulting and brokerage services, with access to model portfolios, third-party research, and various investment strategies.

John Gillis Jr. is a financial advisor with LPL Financial in Chesapeake, VA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 14 years prior to joining LPL Financial in 2019. He is also the managing member of JCG LLC, an investment-related business entity. 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, 529 account management, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.