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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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Michele S

Series 66

Studio City, CA

LPL Financial

Michele Steinberg is a financial advisor with LPL Financial, holding a Series 66 designation and with 22 years of industry experience. She has been with LPL Financial since 2008. 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 services, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 66

Cedarhurst, NY

LPL Financial

Gavriel Hershkop is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Milvado Wealth Advisors LLC, Makor Care and Services Network, and various educational and community organizations. 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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David A

Series 63, Series 65

Cedar Park, TX

LPL Financial

David Ackel is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years at Next Financial Group, INC. Outside of his advisory role, he owns and operates David Ackel Auctions, a business active since 1989. LPL Financial serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives. The firm provides discretionary and non-discretionary management options and utilizes various investment strategies supported by in-house and third-party research.

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

CFP®, Series 66

Port Ludlow, WA

LPL Financial

Jason Wright is a CFP® with nine years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Olympic Cascade Services Inc. Wright operates Wright Wealth Partners, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

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

Series 63, Series 65

Barrington, IL

LPL Financial

Marc Schock is a financial advisor with LPL Financial in Barrington, IL, holding Series 63 and Series 65 licenses and having seven years of industry experience. He previously worked at BMO Harris Financial Advisors and BMO Harris Bank. 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 supported by research and model portfolios.

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

CFP®, Series 63, Series 65

Manasquan, NJ

LPL Financial

Vincenzo Barba is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. He previously operated V. Barba Company for 15 years while maintaining his role at 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 nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.

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

Series 66

Colleyville, TX

LPL Financial

Santiago Apodaca III is a financial advisor with LPL Financial who holds a Series 66 designation and has 24 years of industry experience. Prior to joining LPL Financial in 2021, he worked at TDRS LLC from 2016 to 2021 and has two decades of experience with Waddell & Reed, Inc. and various insurance carriers. He is also engaged in insurance sales as an agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and various investment management technologies.

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

CFP®, Series 66

Wilmington, NC

LPL Financial

Brendan O'Kelly is a CFP® with 24 years of industry experience currently serving at LPL Financial since 2012. He operates under his own business names, including O'KELLY FINANCIAL SERVICES and Grover Financial Services. 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 through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

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

Series 66

Poughkeepsie, NY

LPL Financial

Michael Tannenbaum is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, CitiGroup, and Colonial Voluntary Benefits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base 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 retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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

Series 63, Series 65

Silver Spring, MD

LPL Financial

Carlos Ruiz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at M&T Securities for eight years and has been associated with M&T Bank since 2000. Outside of his advisory role, he is involved in residential property ownership. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

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

Series 66

Henderson, KY

LPL Financial

Jeffrey May is a financial advisor with LPL Financial in Henderson, Kentucky, holding a Series 66 designation and eight years of industry experience. He has worked at Old National Bank since 2017 and previously at First Security Bank from 2012 to 2017. 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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John O

CFP®, Series 63, Series 65

Rockford, IL

LPL Financial

John O'Connor is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial since 2022. He previously worked at Commonwealth Financial Network for seven years. Outside of his advisory role, he is a musician, songwriter, and recording artist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a broad range of advisory programs and financial services, utilizing both discretionary and non-discretionary management supported by research and technology.

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

Series 66

Ebensburg, PA

LPL Financial

Robert Maruca is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial, where he has worked since 2023, following nine years at Allegheny Investments Ltd. 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, providing both discretionary and non-discretionary management along with research-supported model portfolios.

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

Series 66

Columbia, MO

LPL Financial

Jeron Tetteh is a financial advisor with LPL Financial based in Columbia, MO. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Central Bank of Boone County and Bank 21. Outside of his advisory role, he is involved with the Martin Community Center. 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 financial planning services supported by research and a variety of portfolio management options.

College savings (529s, UTMA, etc.)
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Alexa R

Series 63, Series 66

Westerville, OH

LPL Financial

Alexa Reiniger is a financial advisor with LPL Financial in Westerville, Ohio, holding Series 63 and Series 66 licenses and bringing three years of industry experience. Her prior professional background includes roles at Peloton Interactive and the University of Cincinnati. She also operates Reiniger and Associates LLC. 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 retirement plan consulting and brokerage services, supported by both discretionary and non-discretionary management and access to research and model portfolios.

College savings (529s, UTMA, etc.)
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Marc R

CFP®, CFA®, Series 63

Fort Mill, SC

LPL Financial

Marc Ross is a CFP® and CFA® charterholder with 24 years of industry experience. He has been with LPL Financial since 2019 and previously worked at Signator Investors, Inc. and MLR. Ross contributes to the CFA Society of Boston by producing practice questions and guideline answers on a freelance basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and multiple portfolio management options.

College savings (529s, UTMA, etc.)
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Tyler W

Series 63, Series 66

Redlands, CA

LPL Financial

Tyler Waner is a financial advisor with LPL Financial in Redlands, CA, holding Series 63 and Series 66 credentials and six years of industry experience. He has worked with LPL Financial since 2018 and previously was employed at the University of Arizona and The Homestead. 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, providing both discretionary and non-discretionary management with access to model portfolios and research.

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

Series 65, Series 66

Cranston, RI

LPL Financial

John Evers Jr. is a financial advisor with LPL Financial, holding Series 65 and Series 66 designations and bringing 26 years of industry experience. He previously worked at Merrill for 10 years and has been associated with G.A. Repple & Company since 2020. Outside of his advisory work, he operates an online business selling Magic: The Gathering cards through tcgplayer.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

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

Series 63, Series 65

Topeka, KS

LPL Financial

Bret Lutz is a financial advisor with LPL Financial in Topeka, KS, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. His prior roles include a decade at Security Distributors, LLC and concurrent positions at LPL Financial and Envista Credit Union since 2023. 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 advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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