Nathan Herricks is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 registrations and has been with LPL Financial since 2015. Outside of his advisory role, he works as a bus driver in Fort Mill, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement plan consulting, supported by model portfolios and research from multiple sources.

Manuel Ortiz is a financial advisor with LPL Financial in Plainfield, IL, holding Series 63 and Series 65 licenses. He has 12 years of industry experience, including previous roles at JPMorgan Chase Bank, U.S. Bank, and JP Morgan Securities. Outside of his advisory work, he has operated a real estate business since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Cody Rickaway is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at Cambridge Investment Research Advisors and Thrivent Financial. Rickaway is involved in a side business through Integrated Wealth Management LLC, which includes non-variable insurance product sales. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

Denise Plankenhorn is a financial advisor with LPL Financial and holds Series 63, 65, and 66 credentials. She has 30 years of industry experience, including prior roles at M&T Securities and Merrill. Outside of her advisory work, she is a co-owner of a business named Chris & Denise Plankenhorn. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and multiple investment strategies.

Sarah Grafton is a financial advisor at LPL Financial with 17 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside her advisory role, she is involved with DWS Partners, LLC, a business entity for tax and investment purposes. 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 supported by model portfolios, research, and technology solutions.

Richard Hawk is a financial advisor with LPL Financial in Indianapolis, IN, holding a Series 63 designation and 32 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisor role, he has a minority interest in a non-variable insurance charter advisory business. 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 various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Tod Shoffler is a CFP® credentialed financial advisor with 29 years of industry experience, currently affiliated with LPL Financial and Crest Savings Bank since 2007. He holds Series 63 and Series 65 licenses and is based in North Cape May, NJ. Outside of his advisory work, Shoffler holds a real estate sales license and is involved in managing personal real estate investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Parker Adam is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cetera Advisors LLC and Telesis Tax and Financial. Adam also has prior involvement with SportivoAI Limited and educational experience at UC San Diego Rady School of Management. 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 plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Steven Bailin is a financial advisor with LPL Financial in Westlake Village, CA, holding a Series 63 designation and bringing 39 years of industry experience. His prior career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank between 2009 and 2021. LPL Financial is an 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 model portfolios and research from LPL Research and third-party subadvisors.

Angela Cantin is a financial advisor with LPL Financial based in Columbia, MO. She holds a Series 66 designation and has three years of industry experience. Cantin has worked with The Bank of Missouri since 2005 and joined LPL Financial in 2022. 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Jason Duvall is a financial advisor with LPL Financial in Westminster, MD, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at LPL Financial since 2021 and has concurrently been with M&T Securities and M&T Bank since 2008. 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, retirement plan consulting, and brokerage services supported by various model portfolios, research resources, and advanced portfolio management technologies.

Michael Vojnik Jr. is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Zucker Investment Group and The Vanguard Group, Inc., among other roles. His background includes positions both inside and outside finance, including work at The Home Depot and at Pennsylvania State 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 advisory programs, financial planning services, and investment management solutions supported by research and multiple portfolio strategies.

Nicholas Niver is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Raymond James and Integris Health. Outside of his advisory role, he is planning to start a non-investment-related business called NivCord LLC. 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 retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Edward Myers is a financial advisor at LPL Financial with 43 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., and National Planning Corporation. 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.

Bradley Harris is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He previously worked for Security Bank and Trust Company for seven years and Reelfoot Bank for six years. Harris is also involved with Discovery Partners Investment Center, an LPL-related business entity. 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 advisory programs and financial planning services, supported by model portfolios, research, and various technology-driven tools.

Robert Willauer is a financial advisor with LPL Financial in Raleigh, NC, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2011 and at Ohio National Financial Services since 2007. Outside of his advisory work, he serves as Vice President of Operations at Adolos, LLC, a tax preparation and accounting firm, where he oversees technology and operational matters. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various investment strategies.

Timothy Warnett is a financial advisor at LPL Financial with 31 years of industry experience. He holds a Series 63 designation and previously worked at RW Lloyd Financial for 20 years and Cadaret, Grant & Co., Inc. for 19 years. Outside of his advisory work, he is involved with Upstate Special Risk Services Inc., a non-variable insurance business. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Kiernan Brisson is a financial advisor at LPL Financial in Burlington, VT, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining LPL Financial, Brisson worked at Jackson National Life Distributors and has experience in logistics and broadcasting industries. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches with access to research and model portfolios.

Jon Strine is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He previously worked at Vorpahl Wing Securities and Wing Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of financial planning and advisory programs supported by model portfolios and research.

Richard Greco is a financial advisor with LPL Financial in Brownsburg, IN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Old National Bank and LPL Financial since 2011. Outside of his advisory role, he performs as a musician in a six-piece band. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and a variety of specialized investment strategies.