Brock Mumford is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes positions at Bank of America, Columbia Management, and Ameriprise Financial from 2006 to 2017, as well as roles at Element Funding and Southtown Watersports. 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 a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Joseph Jimenez is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and has 24 years of industry experience. He has been with LPL Financial since 2014. 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 retirement plan consulting, employing both discretionary and non-discretionary management with access to model portfolios and research.

Aaron Dietz is a financial advisor with LPL Financial based in Cincinnati, Ohio. He holds Series 63 and Series 66 licenses and has 25 years of experience in the industry. Prior to joining LPL Financial in 2025, he spent 16 years with Wells Fargo Advisors Financial Network LLC. 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 through a national network of investment adviser representatives.

Adrian Hall is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Sonabank for one year. Hall also has a related business activity with Financial Management Inc., a DBA for his LPL business. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Colvin is a financial advisor with LPL Financial in Vancouver, WA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior firms include J.P. Morgan Securities and Wm Financial Services, Inc. Outside of his advisory work, he serves as a public address announcer for sports events and has been involved with the Evergreen School District since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

George Fuscsick is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and has worked with firms including Grove Point Investments, H. Beck, Wise Financial Group, and Hillegas & Fucsick. Outside of financial advising, Fuscsick serves on the board of a nonprofit fire company and is involved with firearms training and volunteer fire departments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with model portfolios, research, and both discretionary and non-discretionary management options.

Kiera Monaco is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Deloitte & Touche, Ernst & Young, and the University of Missouri-Columbia. She is also involved with The Hauser Group, INC, a tax preparation and accounting business. LPL Financial is a nationally registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and various portfolio management options.

Sara Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She has worked at LPL Financial since 2017, previously spending nine years with Investment Centers of America and over two decades with Frandsen Bank & Trust. At Frandsen Bank & Trust, she serves as Vice President and Retail Manager, overseeing teller and customer service operations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Shane Carter is a financial advisor at LPL Financial in Fort Mill, SC, holding the Series 66 designation with three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and several other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Thomas Berry is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has worked at various firms, including Longview Wealth Advisors, Waddell & Reed, and his own entities, The Berry Group and Berry Insurance, LLC. Berry has been involved in investment-related insurance services and wealth advisory businesses throughout his career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients 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 alongside various model portfolios and research resources.

Ilyana Gutierrez is a financial advisor with LPL Financial in Reno, NV, holding a Series 66 designation and one year of industry experience. She previously worked at Platinum Wealth Management and has a background in education spanning 16 years. Outside of advising, she teaches Pilates at Juice Box Yoga. 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 advisors. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Jian Boldi is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with LPL Financial since 2006. Outside of advising, he established Boldi Financial Services, LLC for accounting purposes but continues to operate under LPL Financial for client 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and diversified strategies.

Jonathan Chubak is a financial advisor with LPL Financial and holds a Series 66 designation. He has 21 years of industry experience, including ten years at Citigroup Global Markets prior to joining LPL Financial. 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, financial planning, and consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Justin Baierl is a CFP®-designated financial advisor with five years of industry experience. He is currently with LPL Financial and also operates J Cubed Financial Advisory Group, Inc. Additionally, he is a licensed notary in Pennsylvania and holds a non-variable insurance license. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

Jacob Rice is a CFP® certified financial advisor with 10 years of industry experience. He has worked at Northwestern Mutual in various capacities from 2015 to 2025 before joining LPL Financial in 2025. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Christian Chasey is a CFP®-designated financial advisor with 21 years of industry experience. He has been with LPL Financial since 2019 and previously worked with Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Diane Bark is a financial advisor with LPL Financial in Baltimore, MD, holding Series 63 and Series 65 licenses with 35 years of industry experience. She has been with LPL Financial (formerly LINSCO Private Ledger Corp) since 2001. Bark serves on the board of St. Joseph's Hospital and works as a personal support person for Forward Visions. 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 investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating model portfolios, research, and technology-driven strategies.

Crystal Rickard is a Series 66-registered financial advisor with 11 years of industry experience, currently serving at LPL Financial since 2022. She has also been affiliated with Centra Credit Union and CUNA Brokerage Services since 2017. Outside of her advisory work, she owns Crystal Beach Properties, 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. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services utilizing both discretionary and non-discretionary management strategies.

Robert Johnson is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Avantax Advisory Services and Avantax Investment Services. Johnson has operated Johnson Financial Services, Inc. since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Charles Geiss is a financial advisor with LPL Financial, holding a Series 63 designation and over 31 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 14 years with Cleveland Research Company. He is also involved in TA-Check Tax Service as a tax preparer and offers non-variable insurance services through Ta-Check Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides financial planning, a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management strategies.