Jodie Barnes is a financial advisor with LPL Financial in Millsap, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining LPL Financial in 2017, she spent 20 years at Investment Centers Of America, Inc. She is involved in linked investment-related insurance activities. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions, offering various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Scott Sommer is a financial advisor with LPL Financial in Edina, MN. He holds the Series 66 designation and has 11 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also serves as an advisor at Royal Credit Union. 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 with discretionary and non-discretionary management options, supported by research and model portfolios.

Brad Molineux is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2018, he worked at PNC Investments and PNC Bank from 2014 to 2018. Outside of his advisory role, he has a minor involvement with American Senior Health Services. 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, employing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Jason Willner is a CFP® professional with 20 years of experience in financial advising. He is currently with LPL Financial since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2011 to 2022. Outside of his advisory role, he is an insurance agent for non-variable products in Albert Lea, MN. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Donald Newton is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Baton Rouge. He provides comprehensive financial advice and wealth management services tailored to meet the complex needs of individuals, families, and businesses. His areas of focus include family wealth management strategies, legacy planning, portfolio management, retirement income, and services for endowments, foundations, and non-profits. Newton assists clients in making informed life decisions, aligning financial options with their goals, and facilitating tax-efficient wealth transfer. He also offers guidance on personal and corporate liquidity, financing, and cash management. Newton holds a Bachelor's degree in Economics and French from Hampden-Sydney College and a Master of Business Administration from Tulane University, where he also served as a graduate assistant football coach. Since beginning his career with Merrill Lynch Wealth Management in 1991, he has maintained a comprehensive approach that emphasizes listening to clients and developing strategies grounded in their overall life objectives. He is a Personal Investment Advisor (PIA) and is fluent in English and French. Outside of his professional work, Newton enjoys coaching, playing guitar, and canoeing. He is engaged in community service consistent with Merrill’s tradition of local involvement.

Jamie Bennett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at LPL Financial since 2021 and maintains roles at Cabela's and various insurance carriers associated with W&R Insurance Agencies and Waddell & Reed. 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 research and model portfolios.

Jane Griffith is a CFP® with 23 years of industry experience, currently affiliated with LPL Financial since 2023. She previously worked for Cetera Advisor Networks LLC for 10 years and has maintained her own law practice since 1991, which includes 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 wide range of advisory programs and services, including financial planning, retirement consulting, and model portfolio management supported by in-house and third-party research.

Case Terrebonne is a financial advisor at LPL Financial with 17 years of industry experience and holds the Series 66 designation. He has been with LPL Financial since 2012. Outside of his advisory role, he is a 50% owner of a family gift shop business and owns automotive and retail pop-up businesses in Louisiana. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Robert Weiss is a financial advisor with LPL Financial based in Signal Hill, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutional entities. The firm offers diverse advisory programs and financial planning services supported by in-house and third-party research and utilizes both discretionary and non-discretionary management approaches.

Joseph Bommarito is a Series 66–licensed financial advisor with six years of industry experience. He is currently with LPL Financial and also associated with Pence Financial, with prior roles at J.P. Morgan Securities, Morgan Stanley, and AXA Financial. Outside of his advisory work, he is involved with Pence Financial Group, a business entity related to his LPL activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Stacy Hagenston is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2017. Prior to this, she has had a long tenure with Old National Bank dating back to 1989. Outside of her advisory role, Stacy is involved in direct sales with Norwex. 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 range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Scafa is a financial advisor with LPL Financial in Chesterfield, MO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2020 and has held positions with First Community Credit Union and CUNA Brokerage Services, INC. outside his primary advisory roles, he operates an investment services business affiliated with First Community Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients including retirement plans, banks, credit unions, and charitable organizations. The firm offers a broad range of advisory programs and consultative services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and technology.

Jose Chaparro Rosero is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior career includes roles at Webster Bank, Bank of America, Merrill, Infinex Investments, and United Bank. Outside of his advisory work, he is involved with Mighty Powerful Meals, a for-profit 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. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Cain Strack is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and four years of industry experience. His prior roles include ten years at PNC and over a decade at BMO Harris Bank. 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 from LPL and third-party subadvisors.

Shawn Gaustad is a financial advisor with LPL Financial, holding a Series 66 credential and 17 years of industry experience. He has worked at LPL Financial since 2018 and has concurrently been associated with INVEST Financial Corp. and Topline Fcu since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Austin Gray is a financial advisor at LPL Financial with the Series 66 designation and less than one year of industry experience. Prior to joining LPL Financial, he held various roles including freelance work and involvement with fitness organizations such as Evansville Crossfit. LPL Financial 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, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Patrick Stadum is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at INVEST Financial Corp and has served as an associate banker at American Federal Bank since 2017. Stadum is also licensed as a non-variable insurance agent through Ash Brokerage. 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, financial planning, and retirement consulting services, utilizing model portfolios and research from internal and third-party sources.

Philip Stone is a Series 65-licensed financial advisor with LPL Financial, based in Lexington, MA. He has 20 years of industry experience and has been with LPL Financial since 2005. In addition to his role at LPL, he has operated Stone & Company, P.C. since 1987 and is involved with Stone Acquisitions Group, LLC, which lists businesses for sale or represents buyers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of representatives, offering a range of advisory programs, financial planning, and brokerage services.

Stephen Balen is a financial advisor at LPL Financial with 46 years of industry experience. He holds a Series 63 designation and previously worked for Boenning & Scattergood, Inc. for 19 years. Outside of finance, he is involved in show dog breeding. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services through a large network of investment adviser representatives.

Gary Meagher is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisor Networks for five years. He operates under the DBA Meagher Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.