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Robert L

Series 63, Series 66

Albany, GA

LPL Financial

Robert Leach is a financial advisor with LPL Financial based in Albany, GA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory work, he is a co-owner of a laundromat business and serves on the board of the Phoebe Foundation, a local hospital organization. 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 advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Daniel G

Series 63, Series 66

Festus, MO

LPL Financial

Daniel Gielow is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Incapital LLC from 2016 to 2018. He is also the owner of Decision Coaching, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, 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 various model portfolios and research resources.

College savings (529s, UTMA, etc.)
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Matthew S

CFP®, Series 65, Series 63

Stillwater, OK

LPL Financial

Matthew Streeter is a CFP®-designated financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in Stillwater, OK. He has been associated with LPL Financial since 2016 and operates the Streeter Financial Group since 2023. Outside of his advisory work, he holds a role as secretary for a family business, The Streeter Company Inc. LPL Financial is a national 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, financial planning, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary portfolio management options.

College savings (529s, UTMA, etc.)
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Jeffrey H

Series 63, Series 65

Norwood, MA

LPL Financial

Jeffrey Hall is a financial advisor with LPL Financial in Norwood, MA, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He previously worked at Winslow, Evans, and Crocker, Inc. for 17 years before joining Winslow Wealth Management and subsequently LPL Financial. He is involved with Birch Point Advisors, a business entity maintained for tax and investment purposes. 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, retirement plan consulting, and brokerage services, with investment management options that include strategic and tactical model portfolios supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Gregory M

Series 66

Lubbock, TX

LPL Financial

Gregory Moore is a Series 66-credentialed financial advisor with 27 years of industry experience. He currently practices at LPL Financial, where he has worked since 2012. His prior experience includes 11 years at Level Four Advisory Services and longstanding involvement with Mason, Warner & Co P.C., a firm where he has been active since 1977. 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 and services, including financial planning, retirement plan consulting, and brokerage services, supported by research, model portfolios, and various technology solutions.

College savings (529s, UTMA, etc.)
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Trevor J

Series 63, Series 65

Inver Grove Heights, MN

LPL Financial

Trevor Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities from 2012 to 2020. 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 and financial planning services with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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John S

Series 63, Series 66

Show Low, AZ

LPL Financial

John Stoner is a financial advisor with LPL Financial in Show Low, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and Waddell & Reed, Inc. 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 in-house and third-party research.

College savings (529s, UTMA, etc.)
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Steven P

Series 63, Series 65

Tacoma, WA

LPL Financial

Steven Paine is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Cetera Advisors LLC from 2015 to 2018. He is also involved in the insurance industry through Gus Paine Insurance. 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 to support both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Calin G

Series 66

Winter Haven, FL

LPL Financial

Calin Gribbin is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at Allen & Company and Florida Southern College prior to his current role. Gribbin is also involved with Advisors Excel and ECA Marketing in financial advisory capacities. LPL Financial is a national 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, combining discretionary and non-discretionary management with model portfolios and research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Kimberly O

CFP®, Series 63, Series 65

Coopersville, MI

LPL Financial

Kimberly Obetts is a CFP® professional with 30 years of industry experience currently with LPL Financial since 2005. She holds Series 63 and Series 65 licenses and operates out of Coopersville, MI. Outside of her advisory role, she provides fixed annuity and life insurance sales as well as group and individual health insurance, including Medicare Advantage products, and is a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Lee C

Series 63, Series 65

Wantagh, NY

LPL Financial

Lee Calarco is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked at Neuberger Berman LLC for seven years before joining LPL Financial in 2023. Calarco holds Series 63 and Series 65 licenses. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

College savings (529s, UTMA, etc.)
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Brandon M

Series 66

Syracuse, NY

LPL Financial

Brandon Mimas Weeks is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has held roles at several firms including Empower Federal Credit Union and CUSO Financial Services, LP. Weeks serves as a board member on the Planned Giving Advisory Council for Unity House, a nonprofit organization in Auburn, NY. 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, providing both discretionary and non-discretionary management with access to model portfolios and research from LPL and third-party sources.

College savings (529s, UTMA, etc.)
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Robert O

Series 63, Series 65

Canonsburg, PA

LPL Financial

Robert O'Korn is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 24 years of industry experience. Prior to joining LPL Financial, he spent over a decade at Cetera Advisor Networks LLC. Outside of his advisory role, he is involved in managing a revocable living trust and has non-variable insurance activities. 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 and financial planning services with both discretionary and non-discretionary management, supported by research from multiple sources and advanced portfolio management options.

College savings (529s, UTMA, etc.)
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Carlos H

Series 63, Series 65

McAllen, TX

LPL Financial

Carlos Hilario is a financial advisor with LPL Financial based in McAllen, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Lone Star National Bank, where he currently serves as a Wealth Relationship Manager. 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 advisers. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Julian G

Series 66, Series 63

Long Beach, CA

LPL Financial

Julian Garcia is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research.

College savings (529s, UTMA, etc.)
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Carrie H

Series 66

Springfield, VA

LPL Financial

Carrie Hughes is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and previously worked at Avantax Investment Services, INC. for six years. Hughes is also a notary based in Springfield, VA. 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, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Timothy H

Series 63, Series 65

Naples, FL

LPL Financial

Timothy Herbert is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining LPL Financial in 2019, he spent 22 years with Centaurus Financial, Inc. Herbert also operates T.G.H. Financial, 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 through a national network. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management.

College savings (529s, UTMA, etc.)
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Raymee J

Series 63, Series 65

Livonia, MI

LPL Financial

Raymee Johnson is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and 65 licenses and with 24 years of industry experience. Since 2012, she has operated as an independent financial advisor affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations, offering a range of financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Chang L

Series 63, Series 65

Montville, NJ

LPL Financial

Chang Lee is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has previously worked with firms including IC Advisory Services Inc., The Investment Center Inc., Mass Mutual Investors Services, and Raymond James Financial Services Advisors Inc. Lee also operates a tax preparation and accounting service in addition to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 supported by model portfolios, research, and advanced technology solutions.

College savings (529s, UTMA, etc.)
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Patrick S

Series 66

Parkville, MO

LPL Financial

Patrick Stobaugh is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at AGIA and VALIC Financial Advisors. He serves as Treasurer for his daughter's PTA, managing budget reports and financial statements. 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 advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management across its offerings.

College savings (529s, UTMA, etc.)
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