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Laura P

Series 63, Series 65

Jericho, NY

LPL Financial

Laura Palacios is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Signature Securities Group Corp./Signature Bank for 16 years and Cadaret, Grant & Co., Inc. for 2 years. Palacios serves as treasurer on the board of Huntington Matters, a for-profit organization. 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 discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

CFP®, Series 63, Series 66

Holland, MI

LPL Financial

Richard Shanley is a CFP® professional with 26 years of industry experience, currently associated with LPL Financial in Holland, MI. He has worked at LPL Financial since 2005 and spent eight years at Horizon Wealth Management, LLC. Outside of his advisory role, he has an accounting-related business entity and is involved in an investment-related real estate rental venture. 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 and financial planning services, utilizing model portfolios and research from various sources, along with discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Michael K

Series 66

Sarasota, FL

LPL Financial

Michael Kutch is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 designation and having 12 years of industry experience. He previously worked at FSC Securities Corporation for eight years before joining LPL Financial in 2021. Outside of his advisory role, he is involved with Seasons Financial Advisors, LLC, a business entity established 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 financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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Aaron T

Series 63, Series 65

Scottsdale, AZ

LPL Financial

Aaron Tanner is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual in various investment and wealth management roles from 2004 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and institutions nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

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

CFP®, Series 63, Series 65

Greensburg, PA

LPL Financial

Daniel Hostetler is a financial advisor with LPL Financial in Greensburg, PA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 12 years at FSC Securities Corporation and five years at LPL Financial. He has maintained a longstanding involvement with Professional Money Management, LLC since 1987. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support discretionary and non-discretionary management approaches.

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

Series 66

Scottsdale, AZ

LPL Financial

Jonathan Osterkamp is a financial advisor with LPL Financial in Scottsdale, AZ, holding the Series 66 designation and bringing 24 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he manages a separate LLC that serves as a counterparty in non-financial business transactions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 from LPL and third-party subadvisors.

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

Series 63, Series 65

Horsham, PA

LPL Financial

Anthony Pastor is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2017, following five years at National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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

Series 66

Clarion, PA

LPL Financial

Hayley Hewlett is a Series 66-licensed financial advisor with LPL Financial, bringing two years of industry experience. Prior to joining LPL Financial, she held positions at Grant Thornton and has worked in academic settings at the University of Pittsburgh. 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 through a national network of investment adviser representatives. The firm offers diversified financial planning, advisory programs, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

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

Series 63, Series 65

Fort Myers Beach, FL

LPL Financial

Mike Hauser is a financial advisor with LPL Financial in Fort Myers Beach, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory work, he is involved in a family-owned public relations firm that also provides 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 range of advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary portfolio management with research support and various investment strategies.

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

Series 63, Series 65

Salado, TX

LPL Financial

Pauline Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with LPL Financial 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 variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and third-party research to provide discretionary and non-discretionary management options.

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

Series 66

Portland, OR

LPL Financial

Ian Hubbard is a financial advisor with LPL Financial based in Portland, OR, holding a Series 66 designation and 13 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, INC before joining LPL Financial in 2026. Hubbard is also vice president and a passive owner of Finity Group, LLC, where he acts as an independent insurance agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs with both discretionary and non-discretionary management supported by research and various portfolio strategies.

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

Series 63, Series 65

Boston, MA

LPL Financial

Vincent Sbano is a financial advisor with LPL Financial in Boston, MA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, Winslow Wealth Management, and Winslow, Evans, & Crocker, Inc. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing a mix of discretionary and non-discretionary management supported by proprietary and third-party research and technology.

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

Series 63, Series 66

Sparta, NJ

LPL Financial

Michael Stieglitz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has held roles at Cami Financial Group and 1st Global Advisors, Inc., among other related firms. 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 brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

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

Series 66

Cape Coral, FL

LPL Financial

Jonathan Cabrera is a financial advisor with LPL Financial based in Cape Coral, FL. He holds a Series 66 designation and has four years of industry experience, including prior roles at Morgan Stanley and Wells Fargo Clearing Services. Outside of his advisory work, he is a partner in Four Hands Properties LLC, involved in property management and business development. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary portfolio management along with access to model portfolios, research, and various specialized investment strategies.

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

CFP®, Series 63, Series 65

Richardson, TX

LPL Financial

Timothy Dierkes is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2011. His business activities include the sale of non-variable insurance products such as fixed annuities through multiple providers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.

College savings (529s, UTMA, etc.)
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Shannon T

ChFC®, Series 63, Series 66

Austin, TX

LPL Financial

Shannon Taylor is a financial advisor at LPL Financial with 18 years of industry experience and holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial, Taylor worked at University Federal Credit Union, CUSO Financial Services, Pruco Securities, The Prudential Insurance Company of America, and Swbc Investment Services. Taylor also served in the U.S. Army Reserve for 13 years. In addition to advisory work, Taylor is an author outside the investment industry. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides a wide range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Ryan T

Series 66

Rockford, MI

LPL Financial

Ryan Toro is a financial advisor at LPL Financial based in Rockford, MI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Morgan Stanley and Comerica Bank. Outside of finance, he has experience running a small event rental 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 large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options, incorporating model portfolios and research from various sources.

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

Series 66

Goshen, NY

LPL Financial

Jessica Lorubbio is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors, Securities America, Inc., and National Planning Corporation. In addition to advising, she serves as a trustee for the Helen Grace Quimby Living Trust and is licensed to sell non-variable life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and providing access to proprietary and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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Callen B

Series 63

Wheeling, WV

LPL Financial

Callen Bryan is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has worked with Cetera and operates Bryan Wealth Management LLC, which he founded in 2017. In addition to advisory services, he is involved in selling non-variable insurance products and serves as a notary. 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, financial planning, and retirement consulting with both discretionary and non-discretionary management options, supported by research and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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Jason A

CFP®, Series 66

Westlake Village, CA

LPL Financial

Jason Artof is a CFP® with 21 years of experience in the financial services industry. He has worked at LPL Financial since 2022 and previously spent 11 years with Wells Fargo Advisors Financial Network LLC. Artof also acts in a fiduciary capacity for a 401(k) business associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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