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Lynn C

Series 66

Billings, MT

LPL Financial

Lynn Caraveau is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 15 years of industry experience. Prior to joining LPL Financial in 2016, Lynn worked at Cetera and First Interstate Bank. She is also involved as a Wealth Advisor at First Interstate Bank. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies across both discretionary and non-discretionary management approaches.

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

CFP®, Series 63, Series 65

Myrtle Beach, SC

LPL Financial

Brian Cunningham is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Wells Fargo Clearing and Wells Fargo Advisors. 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, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

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

Series 66

Seattle, WA

LPL Financial

Douglas St John is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed and Panorama Advisors LLC. He has served on the Washington State Society of American Forests Foundation since 2014. 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, and brokerage services, with investment options that include model portfolios, third-party subadvisors, and both discretionary and non-discretionary management.

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

Series 63, Series 65

Henderson, NV

LPL Financial

Jeffrey Kinsler is a financial advisor with LPL Financial in Henderson, NV, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial, he worked at Securities America Advisors and Securities America, Inc. He has served with the Las Vegas Metropolitan Police Department since 2005. Outside of his advisory role, he is involved with Raiders Football Club LLC in Las Vegas. 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 both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

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

Series 66

Hamel, MN

LPL Financial

Brennan Burchill is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Coverall, Doctible, Pearl Forwarding, and service in the United States Navy. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by proprietary and third-party research.

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

Series 63

Lawrenceville, NJ

LPL Financial

Mark Elliott is a financial advisor at LPL Financial with 28 years of industry experience. He has been with LPL Financial since 2007. 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, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

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

CFP®, ChFC®, Series 63

Fargo, ND

LPL Financial

Keith Burck is a CFP® and ChFC® with 39 years of industry experience. He is currently affiliated with LPL Financial and BELL Bank, having held roles at both firms since 2019. Prior to that, he worked at Alerus Securities Corporation for 25 years and spent one year with Infinex Investments, Inc. Outside of investment advising, he owns a small business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

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

Series 66

San Diego, CA

LPL Financial

John Foltz is a financial advisor with LPL Financial in San Diego, CA, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Cambridge Investment Research, Cantella & Co., and Merrill. Outside of his advisory work, he operates a financial services firm under a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

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

Series 63, Series 66

Greensboro, NC

LPL Financial

Robert Mitchell Jr. is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co. Inc. for eight years. Outside of his advisory role, Mitchell is a published book author and motivational speaker based in Greensboro, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and diverse portfolio strategies.

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

Series 66

Tempe, AZ

LPL Financial

Brady Denton is a Series 66 licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2025, he held roles at RBC Capital Markets, Vanguard, and several other firms. 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 and financial planning services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

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

CFP®, Series 66

Longview, TX

LPL Financial

Carl Newman Jr. is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, and previously was with Raymond James Financial Services from 2013 to 2021. Outside of his advisory work, he co-owns a commercial refrigeration business and a restaurant and beverage solutions company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.

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

Series 66

Greensburg, PA

LPL Financial

Brandon Leeder is a financial advisor with LPL Financial in Greensburg, PA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at FSC Securities Corporation, Dollar Bank, and Saint Vincent College. He is also involved with Stone Villa Wine Cellars as a bartender and host. 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 financial planning and advisory programs, along with research-supported model portfolios and both discretionary and non-discretionary management.

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

Series 66, Series 63

Boca Raton, FL

LPL Financial

Beatrice Rauch is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 66 and Series 63 licenses and three years of industry experience. Her prior roles include positions at NewBridge Securities Corporation, Valic Financial Advisors, and various real estate and mortgage firms. Rauch is also a licensed notary public and has ownership experience with Groove Recruiting Solutions, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

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

ChFC®, Series 63, Series 65

Paoli, PA

LPL Financial

Martin Dempsey Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 35 years of industry experience. He has been with LPL Financial since 1997. His other business activities include involvement in the sale of non-variable and fixed insurance products through Dempsey & Associates. 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, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

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

CFP®, Series 63, Series 65, Series 66

Westerville, OH

LPL Financial

Michael Evans is a financial advisor with LPL Financial, holding CFP®, Series 63, Series 65, and Series 66 credentials and 14 years of industry experience. His prior roles include a position at GWN Securities, Inc. and a period as a stay-at-home dad. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad clientele including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory and brokerage services supported by research, model portfolios, and various investment strategies.

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

Series 66

Ironton, OH

LPL Financial

Mark Compston is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior firms include Lincoln Financial Securities Corporation and Wells Fargo Advisors. He serves as Treasurer on the board of Third and Center, a nonprofit organization in Ironton, OH. 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 proprietary and third-party research.

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

Series 66

Hanover, MD

LPL Financial

Nury Hyre is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Citibank. Hyre is also affiliated with Tower Federal Credit Union, where she is involved in investment-related activities. 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 offers financial planning, advisory programs, 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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Mark L

Series 66

Crystal Lake, IL

LPL Financial

Mark Lechowicz is a financial advisor with LPL Financial in Crystal Lake, Illinois, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2018, he worked for Cetera Advisor Networks from 2013 to 2018. He has taught at McHenry County College since 2014. 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 financial planning, various advisory programs, retirement consulting, and brokerage services, supporting both discretionary and non-discretionary management approaches.

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

Series 63, Series 65

La Plata, MD

LPL Financial

Leanne Lakes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior roles include positions at Grove Point Advisors, LLC and Grove Point Investments, LLC. In addition to her advisory work, she is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven approaches for both discretionary and non-discretionary management.

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

Series 66

Boca Raton, FL

LPL Financial

Greg Sansum is a financial advisor with LPL Financial in Boca Raton, FL, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Whole Brain Investing Inc. He is also involved with Generations Wealth Advisors as an Investment Advisor Representative. 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 programs, combining discretionary and non-discretionary management with resources such as model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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