Belinda Petshow is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she performs clerical work for Dean Petshow Construction, LLC. 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 financial planning and advisory programs, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Steven Schwer is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. He previously worked for Wayne Hummer Investments for 12 years and has been involved with Perry Mason's Tax Service since 1993. Outside of his financial work, Schwer is a sports referee and serves on the board of a recreational soccer nonprofit. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Michael Sharrett is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing, Bank of America, and Merrill Lynch. Outside of his advisory role, he is the owner of Hole Punchers, LLC, a non-investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kenneth Greenwood is a financial advisor with LPL Financial in Rockville, MD, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at Brookstone Capital Management, Cambridge Investment Research, and SunTrust Advisory Services. 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, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

John Cuddy is a Series 66 licensed financial advisor with LPL Financial, based in Lees Summit, MO, and has seven years of industry experience. He previously worked at Waddell & Reed Inc. and Harpos. Outside of his advisory role, he serves as a freshman basketball coach at Saint Michael the Archangel Catholic High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology-enabled portfolio management.

Christopher Key is a financial advisor with LPL Financial in Smithfield, NC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Sergio Andrade Jr. is a financial advisor at LPL Financial in Tucson, AZ, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Aspire Wealth Partners, Wells Fargo, Afni, Sears, and Target. Outside of his advisory work, he is a commissioned notary in the state of Arizona. 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 financial planning and advisory programs, employing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Max Hangartner is a Series 66 credentialed financial advisor with LPL Financial in San Diego, CA. He has 23 years of industry experience and has been with LPL Financial since 2015. 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, advisory programs, and a range of portfolio management services supported by both proprietary research and third-party subadvisors.

Danielle Accardi is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 13 years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at First Allied Advisory Services and First Allied Securities. Outside of her advisory work, she is employed part-time by Bonfire Productions in Connecticut and is a notary in Massachusetts. 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 range of advisory programs and services, including financial planning, retirement consulting, and brokerage services, supported by research and multiple portfolio management options.

Eric Demmon is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Trust Company since 2005. 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, and retirement consulting, utilizing both discretionary and non-discretionary management approaches and a variety of model portfolio strategies.

John Overson is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 22 years with SII Investments, Inc. He has also operated Overson Financial Services since 1977. Outside of advisory roles, he is a licensed insurance agent and provides tax preparation services through Overson Financial Inc. 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 various sources while providing both discretionary and non-discretionary management options.

Selina Simpson is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research, Inc. for 16 years before joining LPL Financial in 2022. 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.

Reese Curtis is a financial advisor with LPL Financial, holding a Series 66 license and four years of industry experience. Prior to his current role, he has held various positions including work with Brighton Investment Solutions and the Clovis Unified School District. Curtis is also involved with The Habit Burger & Grill from 2022 to 2025. 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. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Byung Chong is a financial advisor with LPL Financial in Anaheim, CA, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Wescom Financial Services since 2000 and has been with LPL Financial since 2025, following two years at CUSO Financial Services, LP. 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 services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michelle Portney is a financial advisor at LPL Financial with 42 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, she worked at Sagepoint Financial, Inc. for 14 years and at OSAIC for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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 retirement plan consulting, utilizing model portfolios, research from LPL Research and third-party subadvisors, and employs both discretionary and non-discretionary management approaches.

John Mullen II is a financial advisor at LPL Financial with 36 years of industry experience. He has been with LPL Financial and its predecessor firms since 2003. In addition to his advisory work, he teaches CFP exam preparation courses at UC Berkeley Extension. 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 investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing diverse investment strategies and technologies.

Miriam Kleine Kracht is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial. She has previously worked with FTB Advisors and held a position at Belmont University. 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, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Michelle Lauder is a CFP® professional affiliated with LPL Financial, with 25 years of experience in the financial industry. She has held positions at Steward Partners Investment Solutions and Raymond James Financial Services, among others. Lauder serves as a board member and commissioner for the Manchester Transit Authority, overseeing financial reviews for the public transit system. 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 supported by in-house research and third-party subadvisors.

Brian Sims is a financial advisor with LPL Financial in Orland Park, Illinois, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with LPL Financial since 2022 and has a longstanding affiliation with Central Credit Union of Illinois and Cuna Brokerage Services, both since 2007. In addition to his advisory work, Sims is a notary public. 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 services, and utilizes model portfolios and research from multiple sources to support diversified investment strategies.

Chadrick Campbell is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with LPL Financial in Greenville, SC, where he has worked since 2020, including a prior tenure from 2015 to 2019. He has held roles at Innovative Advisory Partners and Franklin Wealth Management. Outside of advising, Campbell is a commissioned notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and multiple investment management approaches.