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Kyle L

Series 63, Series 65

Salisbury, MD

LPL Financial

Kyle Livingston is a financial advisor with LPL Financial in Salisbury, MD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with LPL Financial since 2016. 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 consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and incorporating research from LPL Research and third-party subadvisors.

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

Series 63, Series 65

Westlake Village, CA

LPL Financial

Craig Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 45 years of industry experience. He previously worked for Western International Securities, Inc. for 10 years before joining LPL Financial in 2025. He serves as a board member for the Tri-counties Regional Center, a nonprofit organization based in Santa Barbara, CA. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Mary F

Series 66

Winston Salem, NC

LPL Financial

Mary Farris is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with LPL Financial and has previously worked at First Horizon Advisors, Edward Jones, and Mass Mutual Life Insurance Co, among others. 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, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Kenneth N

CFP®, Series 63, Series 65

Altoona, PA

LPL Financial

Kenneth Noll is a CFP® professional affiliated with LPL Financial, with 36 years of industry experience. He previously spent 26 years at NEXT Financial Group, Inc. and is also involved with Noll Farms, a family business operating since 1970. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by research and model portfolios from multiple sources.

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

Series 66

Franklinton, NC

LPL Financial

Matthew Cracchiolo is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial, he held positions at Protronics Inc. and Chick-fil-a, and has also been involved in non-investment activities such as producing content as a YouTube Google Adsense partner and volunteering as a backstage helper at Louisburg College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

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

Series 63, Series 66

Dubuque, IA

LPL Financial

Charles Geers is a financial advisor with LPL Financial in Dubuque, IA, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has been with LPL Financial since 2012 and previously worked at VisionPoint Advisory Group, LLC from 2016 to 2022. Geers also owns a non-variable insurance business under his own name. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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

CFP®, Series 63, Series 65

Manlius, NY

LPL Financial

Uri Doolittle is a CFP®-designated financial advisor with 42 years of industry experience, currently affiliated with LPL Financial since 2023. His prior roles include seven years at Triad Hybrid Solutions and Triad Advisors, Inc. He is also involved with U5 Holding Company LLC 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 offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research resources.

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

CFP®, Series 63, Series 65, Series 66

Traverse City, MI

LPL Financial

Kevin Kelly is a financial advisor with LPL Financial, holding CFP® and multiple securities licenses, and has 44 years of industry experience. He previously worked at Western International Securities, Inc. and Financial West Group, and led his own practice, Kevin Paul Kelly & Associates, for 30 years. In addition to his advisory work, he is also a licensed attorney and notary. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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James F

Series 65

Cumming, GA

LPL Financial

James Fiorentino is a financial advisor with LPL Financial in Cumming, GA, holding a Series 65 designation. He has one year of industry experience, with prior roles at RFG Advisory LLC and Comcast. 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, financial planning, and brokerage services, supported by model portfolios, research, and technology-driven solutions.

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

Series 66

Albany, GA

LPL Financial

Jason Casey is a Series 66 licensed financial advisor with 11 years of industry experience, currently associated with LPL Financial since 2018. Prior to joining LPL, he worked at INVEST Financial Corporation from 2016 to 2018. Outside of his advisory role, he serves as the Director of Connections and Training at Sherwood Baptist Church in Albany, GA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting through a nationwide network of investment adviser representatives.

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

CFP®, Series 63, Series 66

Minden, NV

LPL Financial

Donovan Jackson is a CFP® professional affiliated with LPL Financial, bringing 35 years of experience in the financial services industry. His career includes roles at Jackson & Whitaker Inc and Waddell & Reed, Inc., as well as work with The Church of Jesus Christ of Latter Day Saints. He is a co-owner of Jackson & Whitaker, a business related to his work with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment management options.

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

Series 66

Billings, MT

LPL Financial

Devin Scott is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 license and 12 years of industry experience. His prior firms include Cetera and First Interstate Bank. Outside of his advisory work, he is involved with a venture capital investment entity called Sports VC Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide through a large network of advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside resources from LPL Research and third-party subadvisors.

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

CFP®, Series 63

Chesterfield, MO

LPL Financial

Michael Hughes is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined total of 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including 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 both discretionary and non-discretionary management and research from LPL and third-party sources.

College savings (529s, UTMA, etc.)
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Karee E

Series 66

Richland, WA

LPL Financial

Karee Eliason is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently affiliated with LPL Financial and has served at GESA Credit Union since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a nationwide network of investment adviser representatives.

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

ChFC®, Series 63

Nashville, TN

LPL Financial

Wayne Lampley is a financial advisor with LPL Financial in Nashville, TN, holding a ChFC® designation and Series 63 license. He has 40 years of industry experience, including 22 years at NEXT Financial Group prior to joining LPL Financial in 2025. In addition to his advisory work, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and consulting services, supported by research and multiple investment strategies.

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

Series 63, Series 65

Westlake Village, CA

LPL Financial

Joel Chitiea is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 46 years of industry experience. He previously worked with Wells Fargo Advisors Financial Network LLC for 15 years before joining LPL Financial. 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 broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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

Series 63, Series 65

Wyomissing, PA

LPL Financial

Joseph Miller is a financial advisor with LPL Financial in Wyomissing, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 1990. 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 broad range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by proprietary research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Renee E

Series 66

Greenwood Village, CO

LPL Financial

Renee Evashkevich is a financial advisor with LPL Financial in Greenwood Village, CO. She holds a Series 66 designation and has approximately three years of experience, including prior roles at Team K Services and River West Christian Church. LPL Financial is a national investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a broad network of advisers. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management alongside diverse investment strategies and technology-driven solutions.

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

CFP®, Series 63

Hicksville, NY

LPL Financial

Helen Scannapieco is a Certified Financial Planner™ with over 42 years of industry experience. She is currently with LPL Financial and has held previous roles at Western International Securities, Northeast Asset Management LLC, and Northeast Securities, LLC. In addition to her advisory work, she provides tax preparation and accounting services as a CPA. 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.

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

Series 63, Series 66

Taylor, PA

LPL Financial

Ryan Namiotka is a financial advisor with LPL Financial located in Taylor, PA, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has worked at NBT Bank and LPL Financial since 2013. Outside of his advisory role, Namiotka is the owner of Abington Kids Creative Learning Center, Inc. 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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