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Eileen B

Series 63, Series 65

Port St Lucie, FL

LPL Financial

Eileen Blackburn is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with LPL Financial since 2010. 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, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Todd P

Series 63, Series 65

Claremont, CA

LPL Financial

Todd Pam is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Before joining LPL Financial in 2019, he worked at Deutsche AM Distributors, Inc. and CrossRoads Capital Distributors. 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, supporting both discretionary and non-discretionary management with access to various model portfolios and research.

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

Series 63, Series 65

Germantown, WI

LPL Financial

Carissa Donath is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at BMO Bank NA, where she has been employed for 19 years. 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, supported by proprietary and third-party research.

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

Series 63, Series 65

Boerne, TX

LPL Financial

Jacquelyn Baker is a financial advisor with LPL Financial in Boerne, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, H. Beck, Inc., and Berkshire Equity Sales, Inc. Outside of her advisory role, she is involved in insurance-related business activities through several entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources along with discretionary and non-discretionary management options.

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

CFP®, Series 63, Series 65

York, PA

LPL Financial

Emily Weaver is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at LPL Financial since 2021. Her prior roles include founding Life's Journey Financial LLC and experience with Waddell & Reed, Inc. She has been involved in entrepreneurial ventures through multiple business entities. 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 advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

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

CFP®, Series 66

Boston, MA

LPL Financial

Caitlain Mc Donald is a CFP® certificant with eight years of industry experience, currently advising clients at LPL Financial since 2023. Prior to joining LPL, she worked at UBS Financial Services for six years. Before her financial career, she served in the Boston College Police Department and was involved with The Courtyard Restaurant and Pub as well as Boston College. 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 wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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

CFA®, Series 63, Series 65

Hampton, NH

LPL Financial

John Pontbriand is a financial advisor with LPL Financial in Hampton, NH, holding the CFA® designation along with Series 63 and 65 licenses. He has 29 years of industry experience, including a 20-year tenure with Salem Five Cent Savings Bank and LPL Financial. Outside of finance, he provides instruction in self-defense, emergency preparedness, and home security, and assists with a family beekeeping business that sells honey locally. He also works part-time as a whitewater rafting guide. LPL Financial serves individual and institutional clients through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, research, and various investment strategies.

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

CFP®, Series 63

New Orleans, LA

LPL Financial

Brad Fortier is a financial advisor with LPL Financial in New Orleans, LA, holding the CFP® designation and Series 63 license. He has 28 years of industry experience and has been with LPL Financial since 2005. Outside of his advisory role, he is an author of a book titled "Dear Kate" and is involved in non-variable insurance sales. 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 and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from internal and third-party sources.

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

CFP®, Series 63

Troy, MI

LPL Financial

Ronald Cramer is a financial advisor at LPL Financial in Troy, MI, holding the CFP® and Series 63 designations with 24 years of industry experience. His prior roles include positions at Financial Services Group of Michigan, Inc. and LPL Financial LLC, where he has worked since 1995. 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 advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research from various sources.

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

Series 63

Grosse Point Park, MI

LPL Financial

Doris Dollar Kuretich is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. She has been with LPL Financial since 2014. In addition to her advisory role, she is involved in accounting and tax preparation activities through her own businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of portfolio management strategies and research resources.

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

Series 63, Series 66

Riverside, IL

LPL Financial

Cyril Friend III is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 66 registrations with 34 years of industry experience. He has been with LPL Financial since 2009. He operates under the DBAs Horizon Wealth Management, LLC and Friend Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and brokerage services supported by a range of discretionary and non-discretionary management options and access to model portfolios and research.

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

ChFC®, Series 63

Medford, NJ

LPL Financial

Charles Seibold is a financial advisor at LPL Financial with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2024, he was with Royal Alliance Associates for 18 years. 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, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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

Series 63, Series 65

Spring Hill, FL

LPL Financial

William Gardner is a financial advisor with LPL Financial in Spring Hill, FL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Securities America, KMS Financial Services, and Florida Tax Advisors. Gardner is also involved in tax preparation and accounting through Advisors Tax Prep 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 advisory programs, financial planning, and retirement plan consulting, 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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Beth H

Series 63, Series 65

Fenton, MO

LPL Financial

Beth Hoock is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. She worked at Commerce Brokerage Services, Inc. for 27 years prior to joining LPL in 2023. 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 retirement plan consulting with both discretionary and non-discretionary management options.

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

Series 66

Crystal Lake, IL

LPL Financial

Samantha Lerette is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2018 and previously spent five years at Cetera Advisor Networks. In addition to her advisory role, she operates Exemplar Accounting & Tax Advisors, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

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

Series 66

Taos, NM

LPL Financial

Jenny Lancaster is a financial advisor with LPL Financial in Taos, NM, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2018 and concurrently works at Peoples Bank since 2014. Outside of her advisory role, she is involved in direct sales as a market partner for Monat. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

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

CFP®, Series 63

Santa Barbara, CA

LPL Financial

Lisa Schomer is a CFP® designated financial advisor with LPL Financial, based in Santa Barbara, CA, and has 33 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory role, Schomer writes about her experiences as a single parent and is involved in publishing through her own company, South Haven Press. 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 a wide range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

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

Series 63, Series 65

Frisco, TX

LPL Financial

Jon Weidenbach is a financial advisor with LPL Financial in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he is involved in youth hockey coaching, serving as head coach for the Plano West Junior Varsity Club and as an assistant coach for the McKinney North Stars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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

CFP®, Series 63

Phoenix, AZ

LPL Financial

Donald Magdon Jr. is a CFP® with 37 years of industry experience, currently serving as an advisor at LPL Financial since 2024. He previously worked for nine years at Lincoln Financial Advisors Corporation. In addition to his advisory role, he is also an insurance agent specializing in fixed and property & casualty insurance. 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 financial planning and advisory programs, combining research, model portfolios, and technology-driven strategies across discretionary and non-discretionary management.

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

Series 63, Series 65

Wyomissing, PA

LPL Financial

Bryan Stephen is a financial advisor with LPL Financial in Wyomissing, PA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, including 15 years with LPL Financial. Outside of his advisory role, he is the owner of Kiwi Yachts, LLC, a home-based business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. 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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