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.

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.

Maurice Falls is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2025, he worked at The Vanguard Group and holds an active real estate license associated with North Group Realty. 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 various advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Ashley Caudle is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining LPL in 2026, Caudle worked for Kestra Advisory and Kestra Investment Services from 2019 to 2026, and Woodbury Financial Services from 2016 to 2019. Caudle is also the owner of Caudle Financial Services, which provides back office operational support. 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, with both discretionary and non-discretionary management supported by model portfolios and research from LPL Research and other providers.

Richard Robinson is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 13 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers various financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios from multiple sources.

Jonathan Bomar is a financial advisor with LPL Financial in Waco, TX, holding the CFP® designation and Series 66 license. He has 10 years of industry experience, including prior roles at MML Investors Services, LLC and Mass Mutual Life Insurance Co. Bomar is also a partner in Spectrum Wealth Strategies, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, 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 services supported by research and model portfolios.

Brian Skinner is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and 17 years of industry experience. His prior work includes roles at Milford Bank, Milford Hospital, and Waddell & Reed, Inc. He has served on the board of a nonprofit associated with Milford Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives, offering a range of financial planning and advisory services with both discretionary and non-discretionary management options.

Jeremy Jensen is a financial advisor with LPL Financial based in Havre, MT. He holds a Series 66 designation and has 11 years of industry experience with prior roles at Biz to Biz Network, Bear Paw Credit Union, various insurance carriers, and Waddell & Reed, Inc. Jensen is also involved as a financial advisor with Associates of Clifton Parks. 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 consulting, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jason Jonson is a financial advisor with LPL Financial in Knoxville, TN, holding a Series 66 designation and bringing one year of industry experience. His prior roles include positions at First Horizon Advisors and First Horizon Bank, as well as academic work at the University of Tennessee Humanities Center and Department of History. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutional organizations. The firm offers various financial planning and advisory programs supported by research and model portfolios, employing both discretionary and non-discretionary management strategies.

Mark Blubaugh is a financial advisor at LPL Financial with 43 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1996. In addition to his advisory role, he is an independent insurance agent with First Fed. Financial Corp. LPL Financial is an 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 and financial planning services through a national network of investment adviser representatives.

Benjamin Ivey Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Cuso Financial Services, LP and 1st Advantage Credit Union. LPL Financial is an 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jeffrey Shaw is a financial advisor with LPL Financial in Southlake, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Luke Iverson is a financial advisor with LPL Financial who holds a Series 66 designation and has 11 years of industry experience. Prior to joining LPL Financial, he worked at Crown Capital Securities, LP for seven years and Quest Securities, Inc. for two years. He is also employed outside the investment industry at Aerojet Rocketdyne. 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, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jacob Hostetler is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. His prior experience includes roles at UPMC, Renda Broadcasting, and the University of Pittsburgh Johnstown. 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 services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Mark Walton is a financial advisor with LPL Financial in Clemmons, NC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. His prior roles include positions at Allegacy Federal Credit Union, CUSO Financial Services, Mass Mutual Investors Services, Massmutual Life Insurance, and Metlife Securities. LPL Financial is an 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 retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Aidan Bowerman is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Cobblestone Capital Advisors. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Michael Gandet Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. He also owns tax preparation and accounting businesses under Gandet & Associates LLC and Oak Tree Financial Advisors LLC. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Clifford Cadle Jr. is a financial advisor with LPL Financial in Schaumburg, IL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Advisors' Pride Inc. from 2015 to 2018. Outside of his advisory role, he is involved in a construction business, Aspiration LLC. 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 range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Lynn Le Goy is a financial advisor with LPL Financial in Reno, NV, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to joining LPL Financial in 2025, Lynn worked at Grove Point Advisors, LLC, Grove Point Investments, LLC, and Calton & Associates, Inc. She also serves as a notary. LPL Financial is an 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 and financial planning services, utilizing various model portfolios, research, and technologies to support discretionary and non-discretionary management strategies.

Josef Stark is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. Before joining LPL Financial in 2023, he worked at Wells Fargo Clearing from 2016 to 2023 and Wells Fargo Advisors LLC from 2011 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, 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 consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.