Anthony Coletti Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Workers Credit Union, CUSO Financial Services, LP, and Cammack LaRhette Advisors. He is also involved with Workers Investments & Planning Solutions, a DBA entity related to his LPL 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 national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various technology-supported investment solutions.

Justin Friedman is a financial advisor with LPL Financial in Milford, CT, holding CFP® and Series 66 credentials and offering 12 years of industry experience. His background includes roles at Waddell & Reed Inc and various insurance carriers, alongside leadership involvement with the Stamford Chamber of Commerce. He also operates Justin Friedman LLC, a business entity for tax and investment purposes. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, providing financial planning, advisory programs, and brokerage services supported by research and model portfolios. The firm delivers both discretionary and non-discretionary management and offers specialized programs such as overlay portfolio management and participant advice services.

Jeffrey Williams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he serves as an umpire for middle school and junior varsity girls fast pitch softball games in the Rockville, VA area. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse range of clients including individuals, retirement plans, banks, 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 supported by in-house and third-party research.

Micah Dennis is a financial advisor at LPL Financial with two years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2025, he worked at First Horizon Advisors and has held various roles outside the financial industry. Outside of advisory work, he is involved in artistic and musical activities through a home-based venture called MNDCraftyShop. 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. 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.

Samuel Erickson is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. His prior roles include positions at BMO Harris Bank, Eagle Strategies (NY Life), and NYLIFE Securities LLC. Erickson also has a diverse background that includes work with the Boys and Girls Club and teaching at Freedom High School. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Darren Morgan is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cadaret, Grant & Co., Inc. from 2007 to 2025. He is also the owner of The Backyard Stage, an unrelated business venture. 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 both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Stephen Noffsinger is a financial advisor with LPL Financial in Virginia Beach, VA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Davenport & Company LLC, and Nationwide Securities. Outside of his advisory work, he is employed part-time at Integrity Energy Solutions. 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, combining discretionary and non-discretionary management with access to models and research from multiple sources.

Adam Greenstein is a financial advisor with LPL Financial in Summit, NJ, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes nearly two decades with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he owns an S-Corp that collects commissions. 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 retirement plan consulting, providing both discretionary and non-discretionary management supported by internal and third-party research.

Michael Wright is a CFP® professional with 26 years of industry experience, currently serving at LPL Financial since 2019. He has been associated with Allen & Company of Florida, LLC since 1999. Outside of advisory work, he owns several pool service businesses based in Lakeland, FL. 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.

Bryce Street is a financial advisor with LPL Financial in Temecula, CA, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2014. 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 various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Christopher Uglum is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2011. Outside of advising, he is involved with PGF LLC, a business entity for tax and investment purposes. 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 brokerage services through a national network of representatives, utilizing both discretionary and non-discretionary management and a diverse array of investment strategies.

William Hartfield is a financial advisor with LPL Financial, holding Series 63, 65, and 66 registrations and 16 years of industry experience. His prior roles include positions at Primerica Financial Services and Keesler Federal Credit Union. 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, providing both discretionary and non-discretionary management with access to model portfolios and research.

Anthony Sheffield Sr. is a financial advisor with LPL Financial in Franklin, TN, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, and several other firms. His other business activities include serving as a notary and involvement in investment-related insurance services with Penn Mutual Music City. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Tracy Shea is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial in Chelmsford, MA. Her career includes roles at Bay Financial Advisors, Metro Financial Strategies, Raymond James Financial Services, and Kaleel Investment Advisors. Outside of her advisory work, she serves as a notary in Massachusetts and contributes as a material updater for NOLO Publishing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Robert Lester is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Grove Point Advisors, LLC, Grove Point Investments, LLC, Waddell & Reed, Inc., and various insurance agencies. He also operates Vandelay Financial, a DBA associated with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Arnold is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked with LPL Financial since 2014. 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 with access to model portfolios, research, and both discretionary and non-discretionary management.

William Stockwell is a financial advisor with LPL Financial in Boston, MA, holding Series 63 and Series 65 registrations and with 28 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp, since 2004. Outside of his advisory role, he works as a ski instructor at Cannon Mountain and has authored and published a children’s book. 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, utilizing discretionary and non-discretionary management, model portfolios, and research from both in-house and third-party sources.

Aaron Gore is a financial advisor with LPL Financial based in Mount Pleasant, SC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc. and Voya Financial Advisors. He is also involved with Wordsworth Mgmt Group Inc., a business entity he has managed since 2003. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Linda Knighton is a financial advisor with LPL Financial in Roanoke, VA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Avantax and various insurance companies. She also operates a non-variable insurance business. 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 advisors, offering a range of advisory programs and financial planning services.

Steven Jones is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Raymond James Financial and its affiliate from 2010 to 2025 and currently operates Tenacity Investment Group alongside his role at LPL. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management options.